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 %
FPS
1026
Fieldpoint Private Securities
Connecticut
$3.32M +$8.4K +45 +0.3%
NFG
1027
Nations Financial Group
Iowa
$3.31M -$580K -3,106 -15%
CT
1028
Chicago Trust
Illinois
$3.3M -$135K -722 -4%
HCP
1029
Holt Capital Partners
Texas
$3.27M -$114K -613 -3%
AI
1030
Atria Investments
North Carolina
$3.26M -$316K -1,692 -9%
RWA
1031
Ropes Wealth Advisors
Massachusetts
$3.25M -$18.7K -100 -0.6%
CT
1032
Coastline Trust
Rhode Island
$3.25M – – –
LNB
1033
Ledyard National Bank
$3.25M -$5.23K -28 -0.2%
GW
1034
GW & Wade
Massachusetts
$3.24M +$208K +1,114 +7%
RCAG
1035
Rehmann Capital Advisory Group
Michigan
$3.23M +$1.94M +10,413 +151%
AP
1036
Arlington Partners
Alabama
$3.22M +$42.6K +228 +1%
IAA
1037
Independent Advisor Alliance
North Carolina
$3.22M -$581K -3,147 -15%
HT
1038
HighTower Trust
Texas
$3.21M +$140K +750 +5%
EVM
1039
Evelyn V. Moreno
$3.2M – – –
POIA
1040
Pin Oak Investment Advisors
Texas
$3.17M +$3.17M +16,992 New
TIM
1041
Tortoise Investment Management
New York
$3.17M +$32.7K +175 +1%
GCM
1042
Glynn Capital Management
California
$3.15M – – –
BAM
1043
Belpointe Asset Management
Nevada
$3.15M -$135K -725 -4%
CCM
1044
Compton Capital Management
Rhode Island
$3.15M +$77.5K +415 +3%
HWA
1045
Heritage Wealth Advisors
Virginia
$3.14M +$79.4K +425 +3%
ACM
1046
Azimuth Capital Management
Michigan
$3.12M +$1.63M +8,718 +109%
GWS
1047
Glassman Wealth Services
Virginia
$3.11M +$453K +2,426 +17%
MC
1048
Martin & Co
Tennessee
$3.11M -$4.2M -22,513 -57%
NSIM
1049
North Star Investment Management
Illinois
$3.11M -$127K -679 -4%
KFA
1050
Kelleher Financial Advisors
New York
$3.09M +$933 +5 +0%
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