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 %
NIS
1276
National Investment Services
Wisconsin
$1.73M -$9.9K -53 -0.6%
PWMAG
1277
Pinnacle Wealth Management Advisory Group
New Jersey
$1.73M +$105K +560 +6%
AWA
1278
Acorn Wealth Advisors
Michigan
$1.72M -$18.8K -100 -1%
RFWA
1279
RPg Family Wealth Advisory
Massachusetts
$1.71M +$1.47M +7,866 +607%
BBP
1280
Banco BTG Pactual
Brazil
$1.7M +$1.7M +9,080 New
JFA
1281
JNBA Financial Advisors
Minnesota
$1.68M -$18.7K -100 -1%
GBBWRPM
1282
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.68M +$32.9K +176 +2%
A
1283
AustralianSuper
Australia
$1.68M +$1.68M +9,000 New
Millennium Management
1284
Millennium Management
New York
$1.68M -$66.9M -358,350 -98%
IAS
1285
IMA Advisory Services
Colorado
$1.67M -$73.5K -394 -4%
FMB
1286
Field & Main Bank
Kentucky
$1.65M +$21K +106 +1%
FHA
1287
Flagship Harbor Advisors
Massachusetts
$1.64M -$19.8K -106 -1%
DRS
1288
Deane Retirement Strategies
Louisiana
$1.64M +$36.9K +198 +2%
LA
1289
Legacy Advisors
Pennsylvania
$1.64M – – –
Lido Advisors
1290
Lido Advisors
California
$1.64M +$56.3K +302 +4%
WA1
1291
Wimmer Associates 1
California
$1.63M -$29.9K -160 -2%
PP
1292
Pegasus Partners
Wisconsin
$1.62M -$166K -887 -9%
LA
1293
LexAurum Advisors
Kansas
$1.62M +$419K +2,246 +35%
SFG
1294
SNS Financial Group
Minnesota
$1.62M +$65.7K +352 +4%
TSWM
1295
Triangle Securities Wealth Management
North Carolina
$1.62M +$49.7K +266 +3%
KFA
1296
Kays Financial Advisory
Georgia
$1.62M +$242K +1,296 +18%
TL
1297
TrueWealth LLC
Georgia
$1.62M +$21.3K +114 +1%
AAM
1298
Advisors Asset Management
Colorado
$1.6M +$48.7K +261 +3%
PGWM
1299
Parisi Gray Wealth Management
New Jersey
$1.6M +$114K +609 +8%
CC
1300
Capital Counsel
New York
$1.6M – – –
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