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 %
GIA
926
Guyasuta Investment Advisors
Pennsylvania
$4.4M +$288K +1,541 +7%
APP
927
Avantax Planning Partners
Iowa
$4.4M +$11K +59 +0.3%
SNBOSD
928
Security National Bank of So Dak
Iowa
$4.39M -$50.6K -271 -1%
BFPW
929
BOK Financial Private Wealth
Colorado
$4.36M -$24.1K -129 -0.5%
FMWA
930
Forvis Mazars Wealth Advisors
Missouri
$4.32M +$4.32M +23,131 New
EWA
931
EP Wealth Advisors
California
$4.31M +$44.4K +238 +1%
PFP
932
Pinnacle Financial Partners
Tennessee
$4.26M +$411K +2,201 +11%
AIM
933
Anchor Investment Management
South Carolina
$4.24M +$16.8K +90 +0.4%
SCM
934
Shelton Capital Management
Colorado
$4.23M +$57.5K +308 +1%
ACI
935
Alpha Cubed Investments
California
$4.22M -$30.2K -162 -0.7%
OIA
936
OneDigital Investment Advisors
Kansas
$4.21M -$116K -620 -3%
KJHP
937
K.J. Harrison & Partners
Ontario, Canada
$4.21M – – –
LFAS
938
Level Four Advisory Services
Texas
$4.2M -$37.9K -203 -0.9%
LS
939
Livforsakringsbolaget Skandia
Sweden
$4.18M -$1.85M -9,900 -31%
BAC
940
Boys Arnold & Co
North Carolina
$4.15M -$62.9K -337 -1%
KJWM
941
Kiley Juergens Wealth Management
Washington
$4.14M +$169K +905 +4%
RP
942
Rice Partnership
Hawaii
$4.14M +$453K +2,426 +12%
HSA
943
HBK Sorce Advisory
Pennsylvania
$4.13M +$212K +1,137 +5%
BHWM
944
Bar Harbor Wealth Management
New Hampshire
$4.12M +$11.6K +62 +0.3%
IEFM
945
IQ EQ Fund Management
Ireland
$4.11M +$4.11M +22,000 New
DIA
946
Dana Investment Advisors
Wisconsin
$4.11M +$597K +3,196 +17%
MWM
947
Merriman Wealth Management
Washington
$4.1M -$138K -742 -3%
MIP
948
Marietta Investment Partners
Wisconsin
$4.1M – – –
MPI
949
Mairs & Power Inc
Minnesota
$4.08M +$4.67K +25 +0.1%
BIC
950
Beach Investment Counsel
Pennsylvania
$4.08M – – –
36 37
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