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 %
LBC
1426
Lawrence B. Cohen
$1.18M -$3.74K -20 -0.3%
THWM
1427
Taylor Hoffman Wealth Management
Virginia
$1.17M +$91.5K +490 +8%
EIA
1428
Eldridge Investment Advisors
New Hampshire
$1.17M – – –
Jacobs Levy Equity Management
1429
Jacobs Levy Equity Management
New Jersey
$1.17M -$885K -4,740 -43%
AT
1430
Arden Trust
Delaware
$1.17M – – –
IHL
1431
Investment House LLC
California
$1.17M – – –
TL
1432
Tirschwell & Loewy
New York
$1.17M +$46.7K +250 +4%
AB
1433
AT Bancorp
Iowa
$1.17M -$373 -2 -0%
AIM
1434
Avity Investment Management
Connecticut
$1.16M -$14.9K -80 -1%
SIC
1435
SFE Investment Counsel
California
$1.16M -$32.7K -175 -3%
BFEC
1436
Benjamin F. Edwards & Company
Missouri
$1.16M +$29.9K +160 +3%
AFG
1437
Arkansas Financial Group
Arkansas
$1.16M -$100K -537 -8%
GCA
1438
Guardian Capital Advisors
Ontario, Canada
$1.15M -$38.4K -200 -3%
UAS
1439
United Asset Strategies
New York
$1.15M -$15.1K -81 -1%
EGA
1440
E&G Advisors
Texas
$1.15M – – –
EDRIA
1441
Edmonds Duncan Registered Investment Advisors
Kansas
$1.15M – – –
AF
1442
Advisornet Financial
Minnesota
$1.15M +$292K +1,562 +34%
BHTS
1443
Bar Harbor Trust Services
Maine
$1.15M – – –
EWM
1444
Endurance Wealth Management
Rhode Island
$1.14M -$104K -560 -8%
FPFS
1445
First Personal Financial Services
North Carolina
$1.14M -$79.3K -425 -6%
CWM
1446
Confluence Wealth Management
Oregon
$1.14M +$461K +2,473 +68%
LRPA
1447
L. Roy Papp & Associates
Arizona
$1.14M – – –
BTNA
1448
Bremer Trust National Association
Minnesota
$1.14M +$31.2K +167 +3%
FFSOTS
1449
Fiduciary Financial Services of The Southwest
Texas
$1.14M +$42K +225 +4%
OIA
1450
Optimum Investment Advisors
Illinois
$1.13M -$56K -300 -5%
56 57
58
59 60