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 %
ECM
1276
ETrade Capital Management
Virginia
$1.76M +$148K +742 +9%
CCM
1277
Coldstream Capital Management
Washington
$1.75M +$65.1K +278 +4%
FHA
1278
Flagship Harbor Advisors
Massachusetts
$1.74M +$137K +700 +9%
MOS
1279
MGO One Seven
Ohio
$1.74M -$474K -2,376 -21%
PWMAG
1280
Pinnacle Wealth Management Advisory Group
New Jersey
$1.73M +$659K +3,305 +61%
TTWM
1281
TCV Trust & Wealth Management
Virginia
$1.73M +$28.9K +145 +2%
LA
1282
Legacy Advisors
Pennsylvania
$1.73M +$216K +1,097 +14%
AAM
1283
Advisors Asset Management
Colorado
$1.72M -$2.28K -11 -0.1%
SMG
1284
Spectrum Management Group
Indiana
$1.72M +$56.1K +281 +3%
DRS
1285
Deane Retirement Strategies
Louisiana
$1.71M -$4.79K -24 -0.3%
CC
1286
Capital Counsel
New York
$1.71M -$138K -690 -7%
QCG
1287
Quadrant Capital Group
Ohio
$1.71M +$16.7K +85 +1%
MFS
1288
Madrona Financial Services
Washington
$1.71M +$59.8K +300 +4%
TL
1289
TrueWealth LLC
Georgia
$1.7M +$1.7M +8,541 New
NDSI
1290
Newman Dignan & Sheerar Inc
Rhode Island
$1.7M -$20.7K -105 -1%
SWP
1291
Strategic Wealth Partners
Ohio
$1.7M -$181K -905 -10%
RM
1292
Resource Management
Louisiana
$1.7M -$40.9K -205 -2%
CAM
1293
Crestone Asset Management
Colorado
$1.7M -$189K -945 -10%
Lido Advisors
1294
Lido Advisors
California
$1.69M +$167K +836 +11%
OKSA
1295
O'Keefe Stevens Advisory
New York
$1.69M +$2.39K +12 +0.1%
NAM
1296
NTV Asset Management
West Virginia
$1.68M +$19.9K +100 +1%
RCA
1297
Rowland Carmichael Advisors
Arizona
$1.68M – – –
TSWM
1298
Triangle Securities Wealth Management
North Carolina
$1.68M +$99.8K +500 +6%
CA
1299
Continuum Advisory
Idaho
$1.68M -$130K -651 -7%
SFG
1300
SNS Financial Group
Minnesota
$1.66M -$126K -632 -7%
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