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 %
RM
1301
Resource Management
Louisiana
$1.59M – – –
NAM
1302
NTV Asset Management
West Virginia
$1.59M +$18.7K +100 +1%
QCG
1303
Quadrant Capital Group
Ohio
$1.59M -$5.14K -28 -0.3%
NWM
1304
Northwest Wealth Management
Iowa
$1.59M -$87K -466 -5%
OKSA
1305
O'Keefe Stevens Advisory
New York
$1.59M +$9.33K +50 +0.6%
SFSIG
1306
San Francisco Sentry Investment Group
California
$1.58M -$71.8K -385 -4%
TIA
1307
Tiemann Investment Advisors
California
$1.57M -$127K -680 -7%
CA
1308
Calton & Associates
Florida
$1.56M +$692K +3,313 +79%
MFS
1309
Madrona Financial Services
Washington
$1.56M -$32.7K -175 -2%
PFS
1310
Prospera Financial Services
Texas
$1.55M +$335K +1,793 +28%
UBG
1311
United Bank (Georgia)
Georgia
$1.55M +$101K +541 +7%
MMHP
1312
Murphy Middleton Hinkle & Parker
Georgia
$1.55M +$3.55K +19 +0.2%
VCAM
1313
Van Cleef Asset Management
Ohio
$1.54M +$39.2K +210 +3%
CA
1314
Continuum Advisory
Idaho
$1.54M -$29.9K -160 -2%
GRP
1315
Global Retirement Partners
California
$1.53M +$286K +1,532 +23%
CS
1316
Comerica Securities
Michigan
$1.53M +$21.6K +116 +1%
WA
1317
WealthTrust Axiom
Pennsylvania
$1.52M – – –
B
1318
Bailard
California
$1.51M – – –
RCA
1319
Rowland Carmichael Advisors
Arizona
$1.51M -$65.3K -350 -4%
TSS
1320
Thomas Story & Son
Indiana
$1.5M – – –
CICI
1321
Capital Investment Counsel Inc
North Carolina
$1.5M +$29.9K +160 +2%
VNA
1322
Valley National Advisers
Pennsylvania
$1.49M -$12.1K -65 -0.8%
FC
1323
Ferris Capital
Massachusetts
$1.49M -$1.49K -8 -0.1%
CWM
1324
CMH Wealth Management
New Hampshire
$1.48M +$72.3K +385 +5%
GC
1325
Grace Capital
Massachusetts
$1.48M -$3.16M -16,905 -68%
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