BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,214 hedge funds and large institutions have $193B invested in Berkshire Hathaway Class B in 2018 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 894 increasing their positions, 839 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,214
Holders Change
+45
Holders Change %
+2.07%
% of All Funds
50.7%
Holding in Top 10
449
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+9.51%
% of All Funds
10.28%
New
126
Increased
894
Reduced
839
Closed
64
Calls
$3.05B
Puts
$1.87B
Net Calls
+$1.18B
Net Calls Change
+$906M

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
+$1.82B
2
Capital International Investors
Capital International Investors
California
+$820M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$650M
4
State Street
State Street
Massachusetts
+$535M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$513M

Top Sellers

1
HAG
HighPoint Advisor Group
Illinois
-$7.54B
2
PAG
Private Advisor Group
New Jersey
-$691M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$638M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$610M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$480M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fayez Sarofim & Co
626
Fayez Sarofim & Co
Texas
$11.6M +$2.58M +12,050 +28%
Twin Tree Management
627
Twin Tree Management
Texas
$11.6M -$277K -1,296 -2%
PCM
628
Poehling Capital Management
Wisconsin
$11.6M +$1.65M +7,691 +17%
Macquarie Group
629
Macquarie Group
Australia
$11.6M -$450K -2,100 -4%
PTB
630
Pioneer Trust Bank
Oregon
$11.6M +$40.7K +190 +0.4%
SI
631
Stephens Inc
Arkansas
$11.5M +$11.5M +53,903 New
FWM
632
Frontier Wealth Management
Missouri
$11.5M -$159K -741 -1%
SW
633
SVB Wealth
Massachusetts
$11.3M +$210K +983 +2%
CAM
634
Capco Asset Management
Florida
$11.2M +$22.1K +103 +0.2%
WA
635
WP Advisors
California
$11.1M -$699K -3,264 -6%
LIA
636
LS Investment Advisors
Michigan
$11.1M -$184K -860 -2%
TWM
637
Titus Wealth Management
California
$11M +$101K +170 +0.9%
FCBT
638
First Citizens Bank & Trust
North Carolina
$11M -$134K -625 -1%
HIC
639
Hartline Investment Corp
Illinois
$10.9M -$670K -3,127 -6%
CWM
640
Cabot Wealth Management
Massachusetts
$10.9M -$428K -1,999 -4%
Jane Street
641
Jane Street
New York
$10.9M -$20.7M -96,522 -65%
BPCE
642
Bank Pictet & Cie (Europe)
Germany
$10.9M -$692K -3,230 -6%
WorldQuant Millennium Advisors
643
WorldQuant Millennium Advisors
New York
$10.9M +$391K +1,828 +4%
BDWM
644
Brewin Dolphin Wealth Management
Ireland
$10.9M +$307K +1,435 +3%
ZCA
645
Zeke Capital Advisors
Pennsylvania
$10.9M +$221K +1,034 +2%
BFG
646
Beacon Financial Group
Texas
$10.9M -$267K -1,249 -2%
GA
647
GFS Advisors
Texas
$10.9M +$789K +3,684 +8%
EWM
648
Edge Wealth Management
New York
$10.8M +$152K +710 +1%
SPIA
649
Steward Partners Investment Advisory
New York
$10.8M +$744K +3,474 +7%
Millennium Management
650
Millennium Management
New York
$10.8M +$8.88M +41,478 +461%
24 25
26
27 28