BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,394 hedge funds and large institutions have $187B invested in Berkshire Hathaway Class B in 2018 Q4 according to their latest regulatory filings, with 285 funds opening new positions, 972 increasing their positions, 809 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,394
Holders Change
+180
Holders Change %
+8.13%
% of All Funds
53.43%
Holding in Top 10
539
Holding in Top 10 Change
+90
Holding in Top 10 Change %
+20.04%
% of All Funds
12.03%
New
285
Increased
972
Reduced
809
Closed
82
Calls
$3.71B
Puts
$2.03B
Net Calls
+$1.68B
Net Calls Change
+$500M

Top Buyers

1
MAM
Magellan Asset Management
Australia
+$934M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$804M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$801M
4
BlackRock
BlackRock
New York
+$606M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$447M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.02B
2
Deutsche Bank
Deutsche Bank
Germany
-$522M
3
State Street
State Street
Massachusetts
-$508M
4
CWM
Cornerstone Wealth Management
Missouri
-$338M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$260M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFG
676
Wills Financial Group
Virginia
$10.1M +$313K +1,532 +3%
VC
677
Vestor Capital
Illinois
$10.1M +$643K +3,147 +7%
RSVP
678
Ramsay Stattman Vela & Price
Colorado
$10.1M -$143K -700 -1%
SWM
679
SVA Wealth Management
Wisconsin
$10M +$325K +1,590 +3%
GCM
680
Gladius Capital Management
Illinois
$10M +$9.81M +48,022 +4,741%
CA
681
CapWealth Advisors
Tennessee
$9.96M +$2.47M +12,073 +33%
FCBT
682
First Citizens Bank & Trust
North Carolina
$9.91M -$594K -2,908 -6%
SPC
683
Sigma Planning Corp
Michigan
$9.9M +$311K +1,522 +3%
AAM
684
Autus Asset Management
Arizona
$9.89M +$58.8K +288 +0.6%
BFG
685
Beacon Financial Group
Texas
$9.87M -$390K -1,932 -4%
TI
686
Trigran Investments
Illinois
$9.87M +$2.57M +12,600 +35%
DSAM
687
Dock Street Asset Management
Florida
$9.76M +$412K +2,017 +4%
WAM
688
Wolverine Asset Management
Illinois
$9.73M +$9.72M +47,591 +60,242%
PL
689
Parkwood LLC
Ohio
$9.72M +$249K +1,220 +3%
LDFR
690
Lehman & Derafelo Financial Resources
Pennsylvania
$9.7M +$9.7M +47,525 New
MIAN
691
Mariner Independent Advisor Network
Kansas
$9.7M +$9.7M +49,546 New
AC
692
Alexandria Capital
Virginia
$9.69M +$51.9K +254 +0.5%
AP
693
Advisor Partners
California
$9.67M +$1.5M +7,339 +18%
AWM
694
Altavista Wealth Management
North Carolina
$9.64M +$18.2K +89 +0.2%
GWM
695
Geneos Wealth Management
Colorado
$9.61M +$125K +619 +1%
JAM
696
Jupiter Asset Management
United Kingdom
$9.61M +$9.61M +47,565 New
GI
697
GAMCO Investors
Connecticut
$9.59M +$79.4K +389 +0.8%
RGC
698
Roberts, Glore & Co
Illinois
$9.59M -$180K -880 -2%
SKK
699
Shepherd Kaplan Krochuk
Massachusetts
$9.57M -$223K -1,093 -2%
VW
700
Vantage Wealth
California
$9.56M +$55.5K +272 +0.6%
26 27
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