BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,394 hedge funds and large institutions have $187B invested in Berkshire Hathaway Class B in 2018 Q4 according to their latest regulatory filings, with 285 funds opening new positions, 972 increasing their positions, 809 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,394
Holders Change
+180
Holders Change %
+8.13%
% of All Funds
53.43%
Holding in Top 10
539
Holding in Top 10 Change
+90
Holding in Top 10 Change %
+20.04%
% of All Funds
12.03%
New
285
Increased
972
Reduced
809
Closed
82
Calls
$3.71B
Puts
$2.03B
Net Calls
+$1.68B
Net Calls Change
+$500M

Top Buyers

1
MAM
Magellan Asset Management
Australia
+$934M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$804M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$801M
4
BlackRock
BlackRock
New York
+$606M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$447M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.02B
2
Deutsche Bank
Deutsche Bank
Germany
-$522M
3
State Street
State Street
Massachusetts
-$508M
4
CWM
Cornerstone Wealth Management
Missouri
-$338M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$260M
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
1351
DFPG Investments
Utah
$1.87M +$1.87M +9,141 New
JFA
1352
JNBA Financial Advisors
Minnesota
$1.86M +$822K +4,024 +79%
MM
1353
Midas Management
New York
$1.84M -$572K -2,800 -24%
KCM
1354
Kornitzer Capital Management
Kansas
$1.84M +$422K +2,065 +30%
CWM
1355
CMH Wealth Management
New Hampshire
$1.84M -$22.5K -110 -1%
PGWM
1356
Parisi Gray Wealth Management
New Jersey
$1.83M +$62K +307 +4%
TSWM
1357
Triangle Securities Wealth Management
North Carolina
$1.83M +$48.2K +236 +3%
FWP
1358
FAS Wealth Partners
Kansas
$1.83M -$90K -441 -5%
QCG
1359
Quadrant Capital Group
Ohio
$1.83M +$65.3K +324 +4%
IAS
1360
IMA Advisory Services
Colorado
$1.82M -$12.5K -61 -0.7%
WA
1361
Winfield Associates
Ohio
$1.82M +$227K +1,110 +14%
PCMC
1362
Private Capital Management (Colorado)
Colorado
$1.81M +$1.81M +8,868 New
NWM
1363
Northwest Wealth Management
Iowa
$1.81M +$7.35K +36 +0.4%
BCM
1364
BlueCrest Capital Management
Jersey
$1.8M +$64.5K +316 +4%
NAM
1365
NTV Asset Management
West Virginia
$1.8M -$112K -550 -6%
AWA
1366
Acorn Wealth Advisors
Michigan
$1.8M +$12.1K +62 +0.7%
WA1
1367
Wimmer Associates 1
California
$1.8M -$5.11K -25 -0.3%
CC
1368
Capital Counsel
New York
$1.79M +$91.9K +450 +5%
PWM
1369
PRW Wealth Management
Massachusetts
$1.78M +$1.78M +8,726 New
DRS
1370
Deane Retirement Strategies
Louisiana
$1.78M -$4.9K -24 -0.3%
CASB
1371
Cape Ann Savings Bank
Massachusetts
$1.78M -$37.1K -183 -2%
RWA
1372
RGT Wealth Advisors
Texas
$1.78M -$56.6K -277 -3%
OKSA
1373
O'Keefe Stevens Advisory
New York
$1.78M +$2.04K +10 +0.1%
PFSC
1374
Peoples Financial Services Corp
Pennsylvania
$1.78M +$71.5K +350 +4%
SFG
1375
SNS Financial Group
Minnesota
$1.77M +$7.96K +39 +0.5%
53 54
55
56 57