BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,214 hedge funds and large institutions have $193B invested in Berkshire Hathaway Class B in 2018 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 894 increasing their positions, 839 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,214
Holders Change
+45
Holders Change %
+2.07%
% of All Funds
50.7%
Holding in Top 10
449
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+9.51%
% of All Funds
10.28%
New
126
Increased
894
Reduced
839
Closed
64
Calls
$3.05B
Puts
$1.87B
Net Calls
+$1.18B
Net Calls Change
+$906M

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
+$1.82B
2
Capital International Investors
Capital International Investors
California
+$820M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$650M
4
State Street
State Street
Massachusetts
+$535M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$513M

Top Sellers

1
HAG
HighPoint Advisor Group
Illinois
-$7.54B
2
PAG
Private Advisor Group
New Jersey
-$691M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$638M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$610M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$480M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAS
1276
IMA Advisory Services
Colorado
$1.92M – – –
NDSI
1277
Newman Dignan & Sheerar Inc
Rhode Island
$1.91M +$23.3K +106 +1%
PGWM
1278
Parisi Gray Wealth Management
New Jersey
$1.9M +$49K +226 +3%
BBP
1279
Banco BTG Pactual
Brazil
$1.89M -$51.4K -240 -3%
WA1
1280
Wimmer Associates 1
California
$1.89M +$19.3K +90 +1%
GPC
1281
Glacier Peak Capital
Washington
$1.89M -$3.29M -15,378 -64%
CS
1282
Comerica Securities
Michigan
$1.89M +$135K +630 +8%
NWM
1283
Northwest Wealth Management
Iowa
$1.89M +$65.7K +307 +4%
DRS
1284
Deane Retirement Strategies
Louisiana
$1.88M -$4.5K -21 -0.2%
AWA
1285
Acorn Wealth Advisors
Michigan
$1.87M – – –
SAMC
1286
Spectrum Asset Management (California)
California
$1.87M +$1.53M +7,165 +452%
TSWM
1287
Triangle Securities Wealth Management
North Carolina
$1.87M +$10.5K +49 +0.6%
OKSA
1288
O'Keefe Stevens Advisory
New York
$1.86M +$42.8K +200 +2%
PP
1289
Pegasus Partners
Wisconsin
$1.86M -$7.06K -33 -0.4%
SFG
1290
SNS Financial Group
Minnesota
$1.85M -$9.21K -43 -0.5%
TL
1291
TrueWealth LLC
Georgia
$1.85M -$2.36K -11 -0.1%
QCG
1292
Quadrant Capital Group
Ohio
$1.85M +$20.3K +96 +1%
RM
1293
Resource Management
Louisiana
$1.84M +$10.7K +50 +0.6%
CCM
1294
Coldstream Capital Management
Washington
$1.84M +$203K +949 +12%
GRP
1295
Global Retirement Partners
California
$1.83M +$76.4K +357 +4%
MWM
1296
Meridian Wealth Management
Kentucky
$1.83M +$928K +4,336 +103%
BCM
1297
BlueCrest Capital Management
Jersey
$1.82M +$619K +2,892 +51%
VWA
1298
V Wealth Advisors
Kansas
$1.81M +$1.81M +8,487 New
MFS
1299
Madrona Financial Services
Washington
$1.79M -$856 -4 -0%
PFSC
1300
Peoples Financial Services Corp
Pennsylvania
$1.79M +$574K +2,680 +47%
50 51
52
53 54