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 %
SWK
1326
Stephen W. Kidder
$1.48M – – –
GI
1327
GS Investments
Minnesota
$1.46M -$84K -450 -5%
WG
1328
Welch Group
Alabama
$1.46M +$1.49K +8 +0.1%
WAG
1329
Winthrop Advisory Group
Massachusetts
$1.44M +$3.73K +20 +0.3%
LAIC
1330
Lederer & Associates Investment Counsel
California
$1.44M +$8.59K +46 +0.6%
FA
1331
FCG Advisors
New Jersey
$1.44M +$186K +999 +15%
QSS
1332
Quantitative Systematic Strategies
Florida
$1.44M +$128K +684 +10%
FMC
1333
First Merchants Corp
Indiana
$1.43M +$451K +2,413 +46%
BW
1334
Bison Wealth
Georgia
$1.43M +$3.17K +17 +0.2%
CRWM
1335
Castle Rock Wealth Management
California
$1.43M +$215K +1,154 +18%
IMOV
1336
Investment Management of Virginia
Virginia
$1.43M +$26.5K +142 +2%
CCM
1337
Coldstream Capital Management
Washington
$1.43M +$29.1K +156 +2%
WSCM
1338
Wellington Shields Capital Management
New York
$1.42M +$131K +701 +10%
IIC
1339
Integrated Investment Consultants
Michigan
$1.42M -$369K -1,980 -21%
PP
1340
PDS Planning
Ohio
$1.42M +$11.4K +61 +0.8%
MCM
1341
Mengis Capital Management
Oregon
$1.42M -$29.7K -100 -2%
MPM
1342
Meritage Portfolio Management
Kansas
$1.41M -$7.58M -40,633 -84%
CONA
1343
Capital One National Association
New York
$1.41M -$53.2K -285 -4%
ADL
1344
Asset Dedication LLC
California
$1.41M -$3.73K -20 -0.3%
SAM
1345
SignalPoint Asset Management
Missouri
$1.41M +$14.4K +77 +1%
SL
1346
Signition LP
New York
$1.4M +$1.4M +7,509 New
LJHT
1347
Laurie J. Hall Trustee
$1.4M -$123K -658 -8%
OC
1348
Oarsman Capital
Wisconsin
$1.4M – – –
GWM
1349
Greenwich Wealth Management
Connecticut
$1.4M +$885K +4,741 +173%
NAM
1350
Needelman Asset Management
California
$1.39M -$3.73K -20 -0.3%
52 53
54
55 56