BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,606 hedge funds and large institutions have $167B invested in Berkshire Hathaway Class B in 2020 Q2 according to their latest regulatory filings, with 137 funds opening new positions, 1,052 increasing their positions, 1,115 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,606
Holders Change
-17
Holders Change %
-0.65%
% of All Funds
53.57%
Holding in Top 10
418
Holding in Top 10 Change
-110
Holding in Top 10 Change %
-20.83%
% of All Funds
8.59%
New
137
Increased
1,052
Reduced
1,115
Closed
126
Calls
$3.49B
Puts
$3.35B
Net Calls
+$138M
Net Calls Change
-$897M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.29B
2
HHII
H&H International Investment
California
+$1.21B
3
BlackRock
BlackRock
New York
+$409M
4
Franklin Resources
Franklin Resources
California
+$343M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$229M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$3.75B
2
PSCM
Pershing Square Capital Management
New York
-$997M
3
Gates Foundation Trust
Gates Foundation Trust
Washington
-$893M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$813M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$457M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
2451
Campbell Wealth Management
Virginia
$218K -$6.79K -38 -3%
RWRC
2452
R.W. Roge & Company
New York
$218K – – –
ME
2453
McIlrath & Eck
Washington
$218K +$57.9K +325 +36%
HCM
2454
HMS Capital Management
Tennessee
$218K +$218K +1,223 New
SWAG
2455
Spectrum Wealth Advisory Group
California
$217K – – –
TFGT
2456
TS Financial Group (TSFG)
Illinois
$216K +$93.7K +524 +77%
MWA
2457
MFA Wealth Advisors
Pennsylvania
$215K +$215K +1,205 New
FCM
2458
Fortis Capital Management
Washington
$215K +$15.7K +88 +8%
BHC
2459
Bowen Hanes & Co
Florida
$214K – – –
CFG
2460
CMC Financial Group
Georgia
$214K – – –
LIC
2461
Laurus Investment Counsel
Canada
$213K +$213K +1,193 New
ACM
2462
Ayrshire Capital Management
Connecticut
$212K -$5.35K -30 -2%
CAN
2463
Claraphi Advisory Network
United States
$212K +$1.97K +11 +0.9%
CG
2464
Corundum Group
Colorado
$211K -$3.93K -22 -2%
WFWM
2465
Wechter Feldman Wealth Management
New Jersey
$211K +$211K +1,180 New
PCA
2466
Private Capital Advisors
Connecticut
$210K – – –
CWM
2467
Concentrum Wealth Management
California
$208K -$27.9K -156 -12%
WCM
2468
Wealthcare Capital Management
Virginia
$208K +$18.5K +104 +10%
DLCIG
2469
D.L. Carlson Investment Group
New Hampshire
$207K -$104K -583 -34%
HCA
2470
Harbour Capital Advisors
Virginia
$206K -$71.3K -400 -26%
SAM
2471
Smithbridge Asset Management
Pennsylvania
$206K +$206K +1,153 New
CIS
2472
Connors Investor Services
Pennsylvania
$205K – – –
AWM
2473
Altus Wealth Management
Kentucky
$205K – – –
FFS
2474
Founders Financial Securities
Maryland
$205K +$205K +1,071 New
JIM
2475
Jupiter Investment Management
United Kingdom
$204K -$509K -2,853 -71%
97 98
99
100 101