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 %
TC
901
Telemus Capital
Michigan
$4.77M -$56.8K -285 -1%
1832 Asset Management
902
1832 Asset Management
Ontario, Canada
$4.77M -$1.19M -5,960 -20%
SIA
903
SeaBridge Investment Advisors
New Jersey
$4.76M +$1.66M +8,334 +54%
Fiera Capital (Canada)
904
Fiera Capital (Canada)
Quebec, Canada
$4.75M +$1.36M +6,835 +40%
SNBOSD
905
Security National Bank of So Dak
Iowa
$4.75M -$17.2K -86 -0.4%
AF
906
Aldebaran Financial
$4.7M -$12K -60 -0.3%
APP
907
Avantax Planning Partners
Iowa
$4.7M +$15K +75 +0.3%
SI
908
Sprott Inc
Ontario, Canada
$4.69M -$618K -3,100 -12%
BFPW
909
BOK Financial Private Wealth
Colorado
$4.68M -$189K -948 -4%
AWM
910
AE Wealth Management
Kansas
$4.67M +$645K +3,232 +16%
CRC
911
Curi RMB Capital
Illinois
$4.64M -$181K -907 -4%
RG
912
Rikoon Group
New Mexico
$4.64M -$79K -405 -2%
HIMC
913
Heritage Investors Management Corp
Maryland
$4.62M +$244K +1,221 +6%
YAM
914
Yacktman Asset Management
Texas
$4.62M – – –
OIA
915
OneDigital Investment Advisors
Kansas
$4.62M +$179K +899 +4%
SNBOSCI
916
Security National Bank of Sioux City Iowa
Iowa
$4.61M -$73.8K -370 -2%
WAS
917
Winch Advisory Services
Wisconsin
$4.61M +$387K +1,938 +9%
TCM
918
Telos Capital Management
California
$4.61M -$6.38K -32 -0.1%
JFGIW
919
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.59M +$735K +3,686 +19%
EWA
920
EP Wealth Advisors
California
$4.56M +$2.59M +12,982 +131%
BC
921
Blackhill Capital
New Jersey
$4.56M -$479K -2,400 -10%
MBTD
922
Mechanics Bank - Trust Department
California
$4.56M -$39.1K -196 -0.9%
AAM
923
Auxier Asset Management
Oregon
$4.55M -$34.9K -175 -0.8%
ACI
924
Alpha Cubed Investments
California
$4.55M -$74.2K -372 -2%
MWM
925
Merriman Wealth Management
Washington
$4.54M -$645K -3,230 -12%
35 36
37
38 39