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 %
JWBC
726
J.W. Burns & Co
New York
$8.8M -$81.7K -400 -0.9%
WAM
727
Wealthspire Advisors (Maryland)
Maryland
$8.77M +$99.6K +488 +1%
CPA
728
Court Place Advisors
Maryland
$8.73M +$224K +1,095 +3%
BWM
729
Buckley Wealth Management
Nevada
$8.71M +$30.4K +149 +0.4%
WHRC
730
W.H. Reaves & Co
New Jersey
$8.69M -$163K -800 -2%
VNB
731
Virginia National Bank
Virginia
$8.69M +$8.01M +39,214 +1,176%
TW
732
Transform Wealth
Colorado
$8.6M +$352K +1,723 +4%
WCM
733
Weatherstone Capital Management
Colorado
$8.59M +$7.89M +36,970 +1,125%
MSR
734
Main Street Research
Connecticut
$8.56M +$6.07M +29,714 +243%
FHB
735
First Hawaiian Bank
Hawaii
$8.54M -$273K -1,335 -3%
DDC
736
DF Dent & Co
Maryland
$8.51M +$382K +1,873 +5%
CPA
737
Clear Perspective Advisors
Illinois
$8.47M -$167K -816 -2%
PA
738
Pinnacle Associates
New York
$8.45M -$53.3K -261 -0.6%
BAM
739
Berkshire Asset Management
Pennsylvania
$8.41M +$431K +2,111 +5%
PLFAM
740
Pineno Levin & Ford Asset Management
Virginia
$8.38M -$11.2K -55 -0.1%
ECM
741
Exchange Capital Management
Michigan
$8.37M +$5.72K +28 +0.1%
MCM
742
MAI Capital Management
Ohio
$8.34M +$618K +3,028 +8%
MIA
743
MainStreet Investment Advisors
Illinois
$8.29M -$127K -623 -2%
AIC
744
Ameritas Investment Company
Nebraska
$8.25M +$8.25M +40,391 New
FPCM
745
Financial Partners Capital Management
New York
$8.25M +$217K +1,062 +3%
FBC
746
Fairfield, Bush & Co
Connecticut
$8.24M +$64.7K +317 +0.8%
ACG
747
Allen Capital Group
Nebraska
$8.23M +$602K +2,944 +8%
CI
748
Conning Inc
Connecticut
$8.23M -$1.11M -5,423 -12%
Rockefeller Capital Management
749
Rockefeller Capital Management
New York
$8.23M +$125K +610 +2%
SFS
750
Summit Financial Strategies
Ohio
$8.2M -$271K -1,326 -3%
28 29
30
31 32