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 %
HCM
751
Hutner Capital Management
Vermont
$7.23M -$123K -657 -2%
AWM
752
Avior Wealth Management
Nebraska
$7.21M -$51.7K -277 -0.7%
BAM
753
Berkshire Asset Management
Pennsylvania
$7.2M -$32.7K -175 -0.5%
LNWWM
754
Laird Norton Wetherby Wealth Management
California
$7.19M -$132K -706 -2%
FFWA
755
FRG Family Wealth Advisors
Washington
$7.18M +$289K +1,550 +4%
KAS
756
Kemnay Advisory Services
New York
$7.14M +$339K +1,816 +5%
KTM
757
Keeler Thomas Management
Utah
$7.14M +$602K +3,225 +9%
BFIM
758
Beese Fulmer Investment Management
Ohio
$7.13M +$6.53K +35 +0.1%
PAM
759
Peak Asset Management
Colorado
$7.1M +$102K +544 +1%
NIPH
760
NN Investment Partners Holdings
Netherlands
$7.1M -$1.53M -8,210 -18%
PV
761
Private Vista
Illinois
$7.08M -$178K -955 -2%
PP
762
Palladium Partners
Virginia
$7.03M -$194K -1,037 -3%
SGAM
763
Steinberg Global Asset Management
Florida
$7.03M +$9.89K +53 +0.1%
PL
764
Parkwood LLC
Ohio
$7.01M -$5.14M -27,534 -42%
MCM
765
MAI Capital Management
Ohio
$6.97M -$214K -1,146 -3%
OPCM
766
Osborne Partners Capital Management
California
$6.97M +$50.2K +269 +0.7%
RTS
767
Round Table Services
New Jersey
$6.91M +$164K +878 +2%
WF
768
WoodTrust Financial
Wisconsin
$6.87M -$81.7K -438 -1%
STB
769
S&T Bank
Pennsylvania
$6.86M -$829K -4,440 -11%
TAM
770
Tiverton Asset Management
Delaware
$6.86M +$3.02M +16,159 +79%
AP
771
Advisor Partners
California
$6.84M +$324K +1,735 +5%
RCM
772
RB Capital Management
Nevada
$6.83M +$226K +1,210 +3%
PWP
773
Private Wealth Partners
California
$6.79M +$19.6K +105 +0.3%
KRSITF
774
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$6.77M -$1.46M -7,811 -18%
BC
775
Brinker Capital
Pennsylvania
$6.76M -$498K -2,667 -7%
29 30
31
32 33