BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,162 hedge funds and large institutions have $181B invested in Berkshire Hathaway Class B in 2018 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 891 increasing their positions, 849 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,162
Holders Change
+5
Holders Change %
+0.23%
% of All Funds
49.62%
Holding in Top 10
449
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+2.05%
% of All Funds
10.31%
New
106
Increased
891
Reduced
849
Closed
73
Calls
$2.2B
Puts
$1.69B
Net Calls
+$505M
Net Calls Change
+$166M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$701M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$491M
3
EVM
Eaton Vance Management
Massachusetts
+$425M
4
BlackRock
BlackRock
New York
+$372M
5
Goldman Sachs
Goldman Sachs
New York
+$302M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$997M
2
State Street
State Street
Massachusetts
-$759M
3
CC
Claybrook Capital
Massachusetts
-$563M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$410M
5
DZ Bank
DZ Bank
Germany
-$362M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCG
876
Private Capital Group
Connecticut
$5.09M +$981K +4,917 +24%
CA
877
Cambridge Advisors
Nebraska
$5.08M +$384K +1,924 +8%
CA
878
Clearstead Advisors
Ohio
$5.07M +$150K +751 +3%
MMA
879
Miracle Mile Advisors
California
$5.05M +$3.27M +16,406 +184%
PFA
880
Paradigm Financial Advisors
Missouri
$5.04M -$1.63M -8,167 -24%
CM
881
Churchill Management
California
$5.04M +$1.53M +7,651 +43%
ASN
882
Advisory Services Network
Georgia
$5.03M +$460K +2,305 +10%
CFA
883
Cahill Financial Advisors
Minnesota
$5M -$72.8K -365 -1%
NL
884
NWAM LLC
Washington
$5M +$156K +784 +3%
Fuller & Thaler Asset Management
885
Fuller & Thaler Asset Management
California
$5M -$394K -1,975 -7%
HCM
886
Highlander Capital Management
New Jersey
$4.99M +$1M +5,150 +25%
AF
887
Ally Financial
Michigan
$4.99M +$3.39M +17,000 +213%
PAM
888
Private Asset Management
California
$4.96M -$441K -2,209 -8%
CHA
889
Carmichael Hill & Associates
Maryland
$4.95M +$45.9K +230 +0.9%
GC
890
Grace Capital
Massachusetts
$4.91M -$1.23M -6,206 -20%
BOIA
891
Bush ODonnell Investment Advisors
Missouri
$4.87M -$3.04M -15,223 -38%
PCAP
892
Pratt Collard Advisory Partners
New York
$4.86M -$107K -538 -2%
FAB
893
First American Bank
Illinois
$4.85M +$58.9K +295 +1%
CCM
894
Consolidated Capital Management
California
$4.85M +$246K +1,234 +5%
SWM
895
Segment Wealth Management
Texas
$4.81M +$387K +1,938 +9%
JAM
896
Jolley Asset Management
North Carolina
$4.8M +$427K +2,140 +10%
AWM
897
Arbor Wealth Management
Florida
$4.79M -$876K -4,397 -15%
Carson Wealth (CWM LLC)
898
Carson Wealth (CWM LLC)
Nebraska
$4.79M +$199K +1,000 +4%
NA
899
NewEdge Advisors
Louisiana
$4.78M +$1.53M +7,831 +47%
HAG
900
HighPoint Advisor Group
Illinois
$4.78M +$273K +1,392 +6%
34 35
36
37 38