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 %
JWBC
701
J.W. Burns & Co
New York
$9.31M +$142K +665 +2%
SHWM
702
Smith & Howard Wealth Management
Georgia
$9.3M -$1.01M -4,695 -10%
WHRC
703
W.H. Reaves & Co
New Jersey
$9.28M -$32.1K -150 -0.3%
EGA
704
Eagle Global Advisors
Texas
$9.27M +$229K +1,070 +3%
WRM
705
Weybosset Research & Management
Rhode Island
$9.26M +$64K +299 +0.7%
FHB
706
First Hawaiian Bank
Hawaii
$9.24M +$9.24M +43,157 New
UR
707
USCA RIA
Texas
$9.23M +$745K +3,478 +9%
BWM
708
Buckley Wealth Management
Nevada
$9.1M +$92.1K +430 +1%
WAM
709
Wealthspire Advisors (Maryland)
Maryland
$9.09M -$104K -485 -1%
CPA
710
Clear Perspective Advisors
Illinois
$9.06M -$24.8K -116 -0.3%
WS
711
Wedbush Securities
California
$9.06M +$350K +1,634 +4%
HEIP
712
Hudson Edge Investment Partners
New Jersey
$9M -$1.76M -8,235 -16%
AAIM
713
Asset Advisors Investment Management
Georgia
$8.99M +$8.99M +41,984 New
PA
714
Profund Advisors
Maryland
$8.94M +$250K +1,166 +3%
CWM
715
Cornerstone Wealth Management
Missouri
$8.93M -$2.95M -552,533 -25%
CPA
716
Court Place Advisors
Maryland
$8.92M +$55.7K +260 +0.6%
PA
717
Pinnacle Associates
New York
$8.91M -$187K -874 -2%
BAS
718
Brown Advisory Securities
Maryland
$8.9M -$20.6K -96 -0.2%
SFS
719
Summit Financial Strategies
Ohio
$8.88M +$28.7K +134 +0.3%
CHAM
720
Clear Harbor Asset Management
Connecticut
$8.87M +$12.1K +60 +0.1%
MIA
721
MainStreet Investment Advisors
Illinois
$8.83M -$131K -610 -1%
PLFAM
722
Pineno Levin & Ford Asset Management
Virginia
$8.8M +$10.7K +50 +0.1%
ECM
723
Exchange Capital Management
Michigan
$8.77M -$250K -1,166 -3%
TW
724
Transform Wealth
Colorado
$8.65M -$31K -145 -0.4%
MYAM
725
Meiji Yasuda Asset Management
Japan
$8.57M +$59.9K +280 +0.7%
27 28
29
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