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 %
RWM
976
RKL Wealth Management
Pennsylvania
$3.78M -$85.5K -458 -2%
BOIA
977
Bush ODonnell Investment Advisors
Missouri
$3.78M -$784K -4,200 -17%
WA
978
Wealth Architects
California
$3.74M -$253K -1,353 -6%
BRM
979
Boston Research & Management
Massachusetts
$3.74M -$8.4K -45 -0.2%
AAM
980
AR Asset Management
California
$3.74M – – –
CL
981
Choreo LLC
Illinois
$3.73M +$123K +660 +3%
CPIA
982
Cornell Pochily Investment Advisors
New York
$3.72M -$38.4K -50 -1%
GIP
983
Granite Investment Partners
California
$3.72M – – –
CCM
984
Corsair Capital Management
New York
$3.71M -$29.3K -157 -0.8%
GIA
985
GHP Investment Advisors
Colorado
$3.71M – – –
GXMC
986
Global X Management Company
New York
$3.68M +$548K +2,936 +17%
LSAG
987
Lake Street Advisors Group
New Hampshire
$3.68M -$272K -1,457 -7%
AW
988
ACG Wealth
Georgia
$3.68M -$253K -1,353 -6%
NCM
989
Northside Capital Management
Oregon
$3.68M -$445K -2,384 -11%
BOS
990
Bingham Osborn & Scarborough
California
$3.67M +$23.7K +127 +0.6%
P
991
Pitcairn
Pennsylvania
$3.66M +$329K +1,764 +10%
Wolverine Trading
992
Wolverine Trading
Illinois
$3.65M – – –
ZF
993
Zhang Financial
Michigan
$3.65M +$18.2K +97 +0.5%
BP
994
Ballentine Partners
Massachusetts
$3.65M -$91.7K -491 -2%
XSC
995
X-Square Capital
Puerto Rico
$3.64M +$69.8K +374 +2%
JFA
996
Johanson Financial Advisors
California
$3.63M -$8.39K -45 -0.2%
BA
997
Birinyi Associates
Connecticut
$3.63M +$868K +4,650 +31%
MYLI
998
Meiji Yasuda Life Insurance
Japan
$3.62M +$35.5K +190 +1%
MSFP
999
Mark Sheptoff Financial Planning
Connecticut
$3.61M -$7.47K -40 -0.2%
IA
1000
IFG Advisory
Georgia
$3.61M +$124K +665 +4%
38 39
40
41 42