BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,162 hedge funds and large institutions have $181B invested in Berkshire Hathaway Class B in 2018 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 891 increasing their positions, 849 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,162
Holders Change
+5
Holders Change %
+0.23%
% of All Funds
49.62%
Holding in Top 10
449
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+2.05%
% of All Funds
10.31%
New
106
Increased
891
Reduced
849
Closed
73
Calls
$2.2B
Puts
$1.69B
Net Calls
+$505M
Net Calls Change
+$166M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$701M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$491M
3
EVM
Eaton Vance Management
Massachusetts
+$425M
4
BlackRock
BlackRock
New York
+$372M
5
Goldman Sachs
Goldman Sachs
New York
+$302M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$997M
2
State Street
State Street
Massachusetts
-$759M
3
CC
Claybrook Capital
Massachusetts
-$563M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$410M
5
DZ Bank
DZ Bank
Germany
-$362M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
1201
Blue Chip Wealth Management
Florida
$2.24M +$2.24M +11,245 New
DWT
1202
Dorsey & Whitney Trust
South Dakota
$2.24M -$67.6K -339 -3%
AI
1203
Accredited Investors
Minnesota
$2.23M +$31.9K +160 +1%
IAM
1204
Integre Asset Management
New York
$2.21M – – –
ACA
1205
Atlas Capital Advisors
Wyoming
$2.21M +$2.21M +11,060 New
APTFM
1206
AGUR Provident & Training Funds Management
Israel
$2.2M – – –
MWAC
1207
Mariner Wealth Advisors (Cincinnati)
Ohio
$2.2M -$62.8K -315 -3%
BM
1208
Bislett Management
California
$2.19M – – –
Jacobs Levy Equity Management
1209
Jacobs Levy Equity Management
New Jersey
$2.19M +$221K +1,110 +11%
CWM
1210
Cornerstone Wealth Management
Missouri
$2.19M +$195K +998 +10%
WI
1211
Wintrust Investments
Illinois
$2.18M -$655K -3,283 -23%
ARMC
1212
American Research & Management Company
Massachusetts
$2.18M -$93.7K -470 -4%
GFP
1213
Gryphon Financial Partners
Ohio
$2.18M -$118K -593 -5%
FM
1214
Family Management
New York
$2.16M +$614K +3,081 +40%
IP
1215
Intellectus Partners
California
$2.16M -$274K -1,371 -11%
FFA
1216
Fragasso Financial Advisors
Pennsylvania
$2.15M +$54K +271 +3%
ASC
1217
Atalanta Sosnoff Capital
New York
$2.14M -$22.5K -113 -1%
IWM
1218
IHT Wealth Management
Illinois
$2.13M +$205K +1,049 +11%
SMFS
1219
Squar Milner Financial Services
California
$2.13M -$11.6K -58 -0.5%
AP
1220
Appleton Partners
Massachusetts
$2.13M +$138K +692 +7%
KCM
1221
Karp Capital Management
California
$2.12M +$124K +624 +6%
PAM
1222
Pegasus Asset Management
New York
$2.11M +$121K +605 +6%
CA
1223
CapWealth Advisors
Tennessee
$2.1M -$17.2K -86 -0.8%
AIP
1224
Ahrens Investment Partners
Louisiana
$2.09M +$738K +3,700 +54%
WC
1225
Woodstock Corp
Massachusetts
$2.08M +$201K +1,010 +11%
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