BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,162 hedge funds and large institutions have $181B invested in Berkshire Hathaway Class B in 2018 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 891 increasing their positions, 849 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,162
Holders Change
+5
Holders Change %
+0.23%
% of All Funds
49.62%
Holding in Top 10
449
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+2.05%
% of All Funds
10.31%
New
106
Increased
891
Reduced
849
Closed
73
Calls
$2.2B
Puts
$1.69B
Net Calls
+$505M
Net Calls Change
+$166M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$701M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$491M
3
EVM
Eaton Vance Management
Massachusetts
+$425M
4
BlackRock
BlackRock
New York
+$372M
5
Goldman Sachs
Goldman Sachs
New York
+$302M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$997M
2
State Street
State Street
Massachusetts
-$759M
3
CC
Claybrook Capital
Massachusetts
-$563M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$410M
5
DZ Bank
DZ Bank
Germany
-$362M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCF
651
West Coast Financial
California
$9.92M -$102K -511 -1%
RSVP
652
Ramsay Stattman Vela & Price
Colorado
$9.9M -$26.3K -132 -0.3%
EWM
653
Edge Wealth Management
New York
$9.9M +$166K +832 +2%
BDWM
654
Brewin Dolphin Wealth Management
Ireland
$9.88M +$151K +755 +2%
CCMD
655
Cypress Capital Management (Delaware)
Delaware
$9.84M +$809K +4,055 +9%
SWP
656
Stratos Wealth Partners
Ohio
$9.83M +$1.02M +5,132 +12%
FG
657
Fiduciary Group
Georgia
$9.83M +$103K +518 +1%
CC
658
ClearArc Capital
Ohio
$9.8M +$29.5K +148 +0.3%
AC
659
Alexandria Capital
Virginia
$9.79M -$94.8K -475 -1%
VC
660
Vestor Capital
Illinois
$9.68M +$102K +512 +1%
IA
661
IFP Advisors
Florida
$9.67M – – –
SHWM
662
Smith & Howard Wealth Management
Georgia
$9.62M -$887K -4,448 -8%
MPM
663
Meritage Portfolio Management
Kansas
$9.62M +$74K +371 +0.8%
RGC
664
Roberts, Glore & Co
Illinois
$9.57M -$140K -700 -1%
AAM
665
Autus Asset Management
Arizona
$9.55M -$61.2K -307 -0.6%
FLII
666
First Long Island Investors
New York
$9.55M +$118K +592 +1%
GI
667
GAMCO Investors
Connecticut
$9.53M -$67.8K -340 -0.7%
AF
668
Alerus Financial
North Dakota
$9.51M +$117K +588 +1%
PA
669
Profund Advisors
Maryland
$9.44M -$2.41M -12,100 -20%
CCT
670
Chemung Canal Trust
New York
$9.42M -$372K -1,865 -4%
MA
671
Mutual Advisors
Nebraska
$9.4M +$1.58M +7,923 +20%
ANBT
672
American National Bank & Trust
Texas
$9.39M +$79.6K +399 +0.9%
GWM
673
Geneos Wealth Management
Colorado
$9.39M -$377K -1,892 -4%
PA
674
Parallel Advisors
California
$9.34M +$1.2M +6,035 +15%
FBC
675
Fairfield, Bush & Co
Connecticut
$9.32M -$159K -795 -2%
25 26
27
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