BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,162 hedge funds and large institutions have $181B invested in Berkshire Hathaway Class B in 2018 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 891 increasing their positions, 849 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,162
Holders Change
+5
Holders Change %
+0.23%
% of All Funds
49.62%
Holding in Top 10
449
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+2.05%
% of All Funds
10.31%
New
106
Increased
891
Reduced
849
Closed
73
Calls
$2.2B
Puts
$1.69B
Net Calls
+$505M
Net Calls Change
+$166M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$701M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$491M
3
EVM
Eaton Vance Management
Massachusetts
+$425M
4
BlackRock
BlackRock
New York
+$372M
5
Goldman Sachs
Goldman Sachs
New York
+$302M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$997M
2
State Street
State Street
Massachusetts
-$759M
3
CC
Claybrook Capital
Massachusetts
-$563M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$410M
5
DZ Bank
DZ Bank
Germany
-$362M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTNA
1451
Bremer Trust National Association
Minnesota
$1.19M -$103K -518 -8%
MWM
1452
Modera Wealth Management
New Jersey
$1.19M +$301K +1,507 +34%
CB
1453
Cadence Bank
Mississippi
$1.18M -$59.8K -300 -5%
HCIA
1454
Hochman Cole Investment Advisors
Illinois
$1.18M -$99.8K -500 -8%
CNBT
1455
Canandaigua National Bank & Trust
New York
$1.18M +$85K +426 +8%
HR
1456
Howe & Rusling
New York
$1.17M – – –
FFSOTS
1457
Fiduciary Financial Services of The Southwest
Texas
$1.17M -$31.1K -156 -3%
NIMI
1458
Natixis Investment Managers International
France
$1.17M +$1.17M +5,869 New
PAS
1459
Partnervest Advisory Services
California
$1.17M +$91.6K +459 +9%
THWM
1460
Taylor Hoffman Wealth Management
Virginia
$1.16M +$102K +511 +10%
PIM
1461
Penobscot Investment Management
Massachusetts
$1.15M +$286K +1,432 +33%
CAN
1462
Claraphi Advisory Network
United States
$1.14M +$79.8K +400 +7%
SFG
1463
Summit Financial Group
West Virginia
$1.14M – – –
OAM
1464
Occidental Asset Management
California
$1.14M -$130K -650 -10%
HIC
1465
Holderness Investments Company
North Carolina
$1.14M +$77.8K +390 +7%
MCM
1466
Maple Capital Management
Vermont
$1.13M +$233K +1,168 +26%
OCM
1467
Osterweis Capital Management
California
$1.13M +$260K +1,303 +30%
SPC
1468
Stewart & Patten Company
California
$1.13M -$21.9K -110 -2%
MWM
1469
Meridian Wealth Management
Kentucky
$1.12M +$39.1K +196 +4%
RPC
1470
Rossmore Private Capital
Connecticut
$1.12M +$223K +1,118 +25%
HH
1471
Hilltop Holdings
Texas
$1.12M – – –
WCM
1472
Whitener Capital Management
North Carolina
$1.12M +$19.9K +100 +2%
SXL
1473
Summit X LLC
Missouri
$1.11M -$13K -65 -1%
NP
1474
Ninepoint Partners
Ontario, Canada
$1.11M -$71.8K -360 -6%
EWM
1475
Evermay Wealth Management
Virginia
$1.1M -$270K -1,355 -20%
57 58
59
60 61