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 %
DBT
676
Dubuque Bank & Trust
Iowa
$8.84M -$1.74M -9,301 -16%
SFM
677
Signature Financial Management
Virginia
$8.82M +$1.59M +8,531 +22%
GWM
678
Geneos Wealth Management
Colorado
$8.8M +$13.2K +71 +0.2%
SPIA
679
Steward Partners Investment Advisory
New York
$8.79M +$1.6M +8,570 +22%
GA
680
GFS Advisors
Texas
$8.79M -$1.28M -6,849 -13%
SWP
681
Stratos Wealth Partners
Ohio
$8.78M -$418K -2,237 -5%
AWM
682
Altavista Wealth Management
North Carolina
$8.72M +$44.2K +237 +0.5%
GI
683
GAMCO Investors
Connecticut
$8.69M -$224K -1,200 -3%
PCM
684
Poehling Capital Management
Wisconsin
$8.68M -$623K -3,336 -7%
LFR
685
Lehman Financial Resources
Pennsylvania
$8.64M +$143K +764 +2%
VW
686
Vantage Wealth
California
$8.62M -$67.2K -360 -0.8%
PHS
687
Pekin Hardy Strauss
Illinois
$8.57M -$97.1K -520 -1%
ANBT
688
American National Bank & Trust
Texas
$8.55M -$238K -1,273 -3%
NC
689
Northpointe Capital
Michigan
$8.55M +$168K +901 +2%
DSAM
690
Dock Street Asset Management
Florida
$8.54M -$32.7K -175 -0.4%
GT
691
Greenleaf Trust
Michigan
$8.53M +$6.01M +32,189 +238%
CCT
692
Chemung Canal Trust
New York
$8.53M -$290K -1,552 -3%
HCM
693
Howland Capital Management
Massachusetts
$8.51M -$32.7K -175 -0.4%
ACM
694
Academy Capital Management
Texas
$8.51M -$10.5K -56 -0.1%
WDL
695
Well Done LLC
Michigan
$8.5M +$575K +3,081 +7%
FAT
696
First American Trust
California
$8.46M +$1.1M +5,892 +15%
FLII
697
First Long Island Investors
New York
$8.45M -$488K -2,616 -5%
SWM
698
SVA Wealth Management
Wisconsin
$8.39M +$185K +991 +2%
FA
699
FDx Advisors
Illinois
$8.39M -$9.26M -49,628 -52%
PWM
700
Patriot Wealth Management
Texas
$8.35M +$178K +954 +2%
26 27
28
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