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 %
IAA
901
Independent Advisor Alliance
North Carolina
$5.48M +$1.53M +7,478 +39%
CL
902
CPWM LLC
Washington
$5.48M -$132K -648 -2%
GIM
903
Goelzer Investment Management
Indiana
$5.46M -$177K -868 -3%
ATIA
904
American Trust Investment Advisors
New Hampshire
$5.45M -$1.63M -7,980 -23%
ECG
905
Edge Capital Group
Georgia
$5.45M +$5.45M +26,675 New
RWP
906
RWA Wealth Partners
Massachusetts
$5.44M -$240K -1,176 -4%
WAS
907
Winch Advisory Services
Wisconsin
$5.43M -$60.2K -295 -1%
GFA
908
Gifford Fong Associates
California
$5.41M – – –
CCP
909
Corient Capital Partners
California
$5.38M +$1.14M +5,570 +27%
CCFCSB
910
Cape Cod Five Cents Savings Bank
Massachusetts
$5.38M -$143K -699 -3%
KS
911
Karpas Strategies
Connecticut
$5.36M – – –
EWA
912
EP Wealth Advisors
California
$5.33M +$108K +529 +2%
OIA
913
OneDigital Investment Advisors
Kansas
$5.33M +$682K +3,340 +15%
ECM
914
Evergreen Capital Management
Washington
$5.32M -$435K -2,128 -8%
Fiera Capital (Canada)
915
Fiera Capital (Canada)
Quebec, Canada
$5.31M -$53.5K -262 -1%
KCPG
916
Kavar Capital Partners Group
Kansas
$5.29M -$10.2K -50 -0.2%
PCG
917
Private Capital Group
Connecticut
$5.28M +$145K +709 +3%
EM
918
Excalibur Management
Massachusetts
$5.25M -$48.4K -237 -0.9%
AWM
919
Arbor Wealth Management
Florida
$5.25M +$600K +2,937 +13%
ASN
920
Advisory Services Network
Georgia
$5.24M +$292K +1,428 +6%
APP
921
Avantax Planning Partners
Iowa
$5.23M +$267K +1,308 +5%
STA
922
Summit Trail Advisors
New York
$5.19M -$7.8M -38,199 -60%
A
923
AustralianSuper
Australia
$5.17M +$3.29M +16,135 +175%
BJL
924
Brighton Jones LLC
Washington
$5.17M +$93.5K +458 +2%
HAC
925
Harbor Advisory Corp
New Hampshire
$5.15M -$52.1K -255 -1%
35 36
37
38 39