BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,169 hedge funds and large institutions have $167B invested in Berkshire Hathaway Class B in 2018 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 893 increasing their positions, 831 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,169
Holders Change
+7
Holders Change %
+0.32%
% of All Funds
49.72%
Holding in Top 10
410
Holding in Top 10 Change
-39
Holding in Top 10 Change %
-8.69%
% of All Funds
9.4%
New
91
Increased
893
Reduced
831
Closed
65
Calls
$2B
Puts
$1.73B
Net Calls
+$271M
Net Calls Change
-$235M

Top Buyers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$652M
2
PAG
Private Advisor Group
New Jersey
+$620M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$426M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$348M
5
Norges Bank
Norges Bank
Norway
+$270M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$933M
2
Morgan Stanley
Morgan Stanley
New York
-$524M
3
EVM
Eaton Vance Management
Massachusetts
-$407M
4
Deutsche Bank
Deutsche Bank
Germany
-$366M
5
Ameriprise
Ameriprise
Minnesota
-$310M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
651
Montag & Associates
Georgia
$9.47M -$297K -1,591 -3%
SF
652
Synovus Financial
Georgia
$9.44M +$10.3K +55 +0.1%
WCF
653
West Coast Financial
California
$9.38M +$99.9K +535 +1%
HEIP
654
Hudson Edge Investment Partners
New Jersey
$9.38M -$3.07M -16,450 -25%
EWM
655
Edge Wealth Management
New York
$9.32M +$56.6K +303 +0.6%
ZCA
656
Zeke Capital Advisors
Pennsylvania
$9.3M -$1.44M -7,724 -13%
RSVP
657
Ramsay Stattman Vela & Price
Colorado
$9.3M +$31.7K +170 +0.3%
LGC
658
Laurel Grove Capital
California
$9.28M -$270K -1,448 -3%
BDWM
659
Brewin Dolphin Wealth Management
Ireland
$9.24M -$13.1K -70 -0.1%
FG
660
Fiduciary Group
Georgia
$9.21M +$17.4K +93 +0.2%
CC
661
ClearArc Capital
Ohio
$9.2M +$23.7K +127 +0.3%
WorldQuant Millennium Advisors
662
WorldQuant Millennium Advisors
New York
$9.16M +$9.16M +49,093 New
MA
663
Mutual Advisors
Nebraska
$9.11M +$316K +1,694 +4%
NAMP
664
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$9.06M -$439K -2,350 -5%
PA
665
Parallel Advisors
California
$9.04M +$297K +1,593 +3%
MI
666
Markston International
New York
$9.03M +$52K +263 +0.6%
CI
667
Conning Inc
Connecticut
$9.03M -$265K -1,420 -3%
VC
668
Vestor Capital
Illinois
$9.02M -$34.3K -184 -0.4%
SHWM
669
Smith & Howard Wealth Management
Georgia
$8.99M -$19.2K -103 -0.2%
CA
670
Cetera Advisors
Colorado
$8.98M -$290K -1,555 -3%
WFG
671
Wills Financial Group
Virginia
$8.96M +$394K +2,112 +5%
AAM
672
Autus Asset Management
Arizona
$8.96M +$19K +102 +0.2%
AC
673
Alexandria Capital
Virginia
$8.91M -$245K -1,314 -3%
MCM
674
Murphy Capital Management
New Jersey
$8.89M +$267K +1,430 +3%
RGC
675
Roberts, Glore & Co
Illinois
$8.85M -$99.9K -535 -1%
25 26
27
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