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 %
KPW
1376
Kore Private Wealth
New York
$1.77M +$1.77M +8,683 New
SFSIG
1377
San Francisco Sentry Investment Group
California
$1.77M -$71.1K -348 -4%
IDA
1378
Intelligence Driven Advisers
California
$1.77M +$1.77M +8,662 New
RM
1379
Resource Management
Louisiana
$1.76M +$10.6K +52 +0.6%
OC
1380
Oarsman Capital
Wisconsin
$1.76M +$263K +1,288 +18%
SIC
1381
Schwartz Investment Counsel
Michigan
$1.75M -$184K -900 -9%
BWCS
1382
Beirne Wealth Consulting Services
Connecticut
$1.75M +$1.75M +8,568 New
SCA
1383
Sippican Capital Advisors
Massachusetts
$1.75M +$154K +756 +10%
RFWA
1384
RPg Family Wealth Advisory
Massachusetts
$1.74M +$396K +1,939 +29%
MMHP
1385
Murphy Middleton Hinkle & Parker
Georgia
$1.74M +$43.9K +215 +3%
WSCM
1386
Wellington Shields Capital Management
New York
$1.73M +$152K +746 +10%
PP
1387
Pegasus Partners
Wisconsin
$1.73M -$40K -196 -2%
WA
1388
WealthTrust Axiom
Pennsylvania
$1.72M +$61.5K +301 +4%
MFS
1389
Madrona Financial Services
Washington
$1.71M – – –
BW
1390
Bison Wealth
Georgia
$1.71M +$147K +721 +9%
FFG
1391
Frisch Financial Group
New York
$1.71M +$1.71M +8,365 New
SAM
1392
SignalPoint Asset Management
Missouri
$1.7M +$137K +672 +9%
PWMAG
1393
Pinnacle Wealth Management Advisory Group
New Jersey
$1.7M +$21.4K +105 +1%
CH
1394
Canton Hathaway
Rhode Island
$1.7M +$25.5K +125 +2%
TL
1395
TrueWealth LLC
Georgia
$1.69M -$77.2K -378 -4%
WG
1396
Welch Group
Alabama
$1.69M +$57.2K +280 +4%
PP
1397
PDS Planning
Ohio
$1.69M +$246K +1,206 +17%
WWM
1398
Windsor Wealth Management
Indiana
$1.68M +$102K +500 +6%
RHJA
1399
Rice Hall James & Associates
California
$1.68M -$1.41M -6,896 -46%
NP
1400
NorthRock Partners
Minnesota
$1.68M +$167K +815 +11%
54 55
56
57 58