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 %
WDA
1151
Wendell David Associates
New Hampshire
$3.19M +$10.2K +50 +0.3%
FFA
1152
Fragasso Financial Advisors
Pennsylvania
$3.18M +$409K +2,001 +15%
WT
1153
Washington Trust
Rhode Island
$3.16M +$183K +897 +6%
LA
1154
LVW Advisors
New York
$3.16M +$397K +1,944 +14%
CT
1155
Cambridge Trust
Massachusetts
$3.16M +$473K +2,319 +18%
IWA
1156
IBEX Wealth Advisors
New Jersey
$3.15M +$3.47K +17 +0.1%
JC
1157
Jacobs & Co
California
$3.13M +$80.8K +396 +3%
RMCM
1158
Reynders McVeigh Capital Management
Massachusetts
$3.13M -$102K -500 -3%
TCOO
1159
Trust Company of Oklahoma
Oklahoma
$3.13M +$204K +1,000 +7%
MWM
1160
Merriman Wealth Management
Washington
$3.12M -$1.09M -5,582 -26%
SFA
1161
Spectrum Financial Alliance
Kentucky
$3.12M +$212K +1,036 +7%
HIM
1162
Harbour Investment Management
Washington
$3.12M -$22.9K -112 -0.7%
BIM
1163
Baldwin Investment Management
Pennsylvania
$3.1M -$51.1K -250 -2%
FAIM
1164
Financial Advocates Investment Management
Washington
$3.08M -$1.25M -6,124 -29%
HWA
1165
HCR Wealth Advisors
California
$3.08M – – –
Dodge & Cox
1166
Dodge & Cox
California
$3.08M -$276K -1,350 -8%
EWM
1167
Executive Wealth Management
Michigan
$3.07M +$3.07M +15,053 New
MOS
1168
MGO One Seven
Ohio
$3.07M +$501K +2,456 +20%
CBFP
1169
Cedar Brook Financial Partners
Ohio
$3.07M +$3.07M +15,014 New
FA
1170
FDx Advisors
Illinois
$3.06M -$3.82M -18,730 -56%
FBA
1171
Front Barnett Associates
Illinois
$3.06M – – –
AFIA
1172
America First Investment Advisors
Nebraska
$3.05M -$4.9K -24 -0.2%
BCM
1173
Breiter Capital Management
Florida
$3.05M -$72.7K -356 -2%
CB
1174
Chemical Bank
Michigan
$3.05M +$132K +647 +5%
HW
1175
Hedeker Wealth
Illinois
$3.04M -$739K -3,618 -20%
45 46
47
48 49