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Berkshire Hathaway Class B

1,933 hedge funds and large institutions have $149B invested in Berkshire Hathaway Class B in 2017 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 821 increasing their positions, 702 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,933
Holders Change
+4
Holders Change %
+0.21%
% of All Funds
48.26%
Holding in Top 10
376
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+0.8%
% of All Funds
9.39%
New
84
Increased
821
Reduced
702
Closed
65
Calls
$1.34B
Puts
$1.18B
Net Calls
+$160M
Net Calls Change
-$155M
Name Holding Trade Value Shares
Change
Shares
Change %
BFM
801
Boston Financial Management
Massachusetts
$5.18M -$54.5K -322 -1%
SAM
802
Summit Asset Management
Tennessee
$5.14M +$112K +660 +2%
AF
803
Arrow Financial
New York
$5.14M -$11K -65 -0.2%
AWM
804
Arbor Wealth Management
Florida
$5.13M -$20.7K -118 -0.4%
FSA
805
Franklin Street Advisors
North Carolina
$5.12M +$40.6K +240 +0.8%
MWM
806
Merriman Wealth Management
Washington
$5.11M -$314K -1,853 -6%
ISB
807
Iowa State Bank
Iowa
$5.11M +$4.07K +24 +0.1%
PWM
808
Patriot Wealth Management
Texas
$5.1M +$5.1M +30,127 New
LCS
809
Levin Capital Strategies
New York
$5.07M +$672K +3,968 +15%
CBT
810
Capital Bank & Trust
California
$5.06M +$5.06M +29,868 New
EFS
811
Essex Financial Services
Connecticut
$5.06M +$963K +5,683 +24%
PAM
812
Private Asset Management
California
$5.05M +$244K +1,440 +5%
PCM
813
Pointe Capital Management
Michigan
$5.02M -$191K -1,127 -4%
FAT
814
First American Trust
California
$5.01M -$2.19M -12,935 -30%
GWA
815
Guidant Wealth Advisors
Illinois
$5.01M -$118K -694 -2%
WG
816
Winton Group
United Kingdom
$5M +$2.68M +15,802 +115%
GIM
817
Goelzer Investment Management
Indiana
$4.98M -$247K -1,459 -5%
BFPW
818
BOK Financial Private Wealth
Colorado
$4.98M -$66K -390 -1%
WSTAM
819
Wilbanks Smith & Thomas Asset Management
Virginia
$4.93M +$112K +663 +2%
PWW
820
Pettyjohn Wood & White
Virginia
$4.9M +$623K +3,678 +15%
AP
821
Advisor Partners
California
$4.87M +$494K +2,915 +11%
SYBT
822
Stock Yards Bank & Trust
Kentucky
$4.84M +$334K +1,975 +7%
DIA
823
Dean Investment Associates
Ohio
$4.83M -$61.6K -364 -1%
PJSIMP
824
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.82M +$109K +644 +2%
VIA
825
Virtus Investment Advisers
Connecticut
$4.81M -$2.23M -13,164 -32%