BRK.B icon

Berkshire Hathaway Class B

1,897 hedge funds and large institutions have $143B invested in Berkshire Hathaway Class B in 2016 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 663 increasing their positions, 749 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,897
Holders Change
+104
Holders Change %
+5.8%
% of All Funds
47.5%
Holding in Top 10
381
Holding in Top 10 Change
+65
Holding in Top 10 Change %
+20.57%
% of All Funds
9.54%
New
202
Increased
663
Reduced
749
Closed
61
Calls
$1.48B
Puts
$1.46B
Net Calls
+$26.1M
Net Calls Change
+$394K
Name Holding Trade Value Shares
Change
Shares
Change %
MSDF
726
Michael & Susan Dell Foundation
New York
$6.44M
RWM
727
RKL Wealth Management
Pennsylvania
$6.4M -$207K -1,273 -3%
MRI
728
Mad River Investors
Massachusetts
$6.36M -$89.6K -550 -1%
BBA
729
BLB&B Advisors
Pennsylvania
$6.35M +$73.3K +450 +1%
M
730
MOTCO
Texas
$6.33M +$3.42K +21 +0.1%
SWP
731
Stratos Wealth Partners
Ohio
$6.33M -$790K -4,849 -11%
PLFAM
732
Pineno Levin & Ford Asset Management
Virginia
$6.32M -$14.7K -90 -0.2%
W
733
Wealthfront
California
$6.31M +$330K +2,025 +6%
AIIMS
734
Analyst IMS Investment Management Services
Israel
$6.21M -$315K -1,935 -5%
TF
735
Trutina Financial
Washington
$6.16M -$24.4K -150 -0.4%
OPCM
736
Osborne Partners Capital Management
California
$6.16M -$12.2K -75 -0.2%
RW
737
Rand Wealth
Maryland
$6.14M +$69.9K +429 +1%
PWM
738
Perigon Wealth Management
California
$6.12M +$751K +4,273 +14%
PAM
739
Peak Asset Management
Colorado
$6.06M +$56.6K +347 +0.9%
PFA
740
Paradigm Financial Advisors
Missouri
$6.04M -$94.7K -581 -2%
TC
741
Trust Company
Kansas
$6.04M +$236K +1,450 +4%
RCG
742
Ruggie Capital Group
Florida
$6.03M -$1.26M -7,764 -17%
SFSG
743
Stearns Financial Services Group
North Carolina
$5.95M +$98K +601 +2%
SGAM
744
Steinberg Global Asset Management
Florida
$5.94M -$293K -1,800 -5%
PCM
745
Palisade Capital Management
New Jersey
$5.93M -$346K -2,125 -6%
AC
746
Addenda Capital
Quebec, Canada
$5.92M +$617K +3,783 +12%
LNWWM
747
Laird Norton Wetherby Wealth Management
California
$5.92M -$13K -80 -0.2%
MSAM
748
Moloney Securities Asset Management
Missouri
$5.89M +$5.89M +36,136 New
AF
749
Arrow Financial
New York
$5.87M -$50.4K -309 -0.9%
BC
750
Brinker Capital
Pennsylvania
$5.86M +$4.39M +26,907 +298%