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 %
LWM
1451
Lyell Wealth Management
California
$1.13M +$198K +1,060 +21%
FBT
1452
First Bankers Trust
Kentucky
$1.13M +$207K +1,107 +22%
CT
1453
CMT Trading
Illinois
$1.12M +$840K +4,500 +300%
HIC
1454
Holderness Investments Company
North Carolina
$1.12M +$54.1K +290 +5%
HH
1455
Hilltop Holdings
Texas
$1.12M +$77.4K +415 +7%
BCM
1456
Becker Capital Management
Oregon
$1.12M -$71.9K -385 -6%
FI
1457
FormulaFolio Investments
Michigan
$1.12M +$152K +813 +16%
BF
1458
Blankinship & Foster
California
$1.12M -$8.77K -47 -0.8%
SVCP
1459
Silicon Valley Capital Partners
California
$1.11M +$218K +1,103 +24%
EWM
1460
Elmwood Wealth Management
California
$1.11M -$39.9K -210 -3%
DWM
1461
Dynasty Wealth Management
Florida
$1.11M -$107K -572 -9%
RWA
1462
RGT Wealth Advisors
Texas
$1.1M -$820K -4,395 -43%
CAAS
1463
Capital Asset Advisory Services
Michigan
$1.1M -$21.8K -117 -2%
HR
1464
Howe & Rusling
New York
$1.1M – – –
KFS
1465
Kurt F. Somerville
$1.1M -$25.2K -135 -2%
VCM
1466
Versant Capital Management
Arizona
$1.09M -$44.4K -238 -4%
MCM
1467
Mitchell Capital Management
Kansas
$1.09M +$291K +1,560 +36%
LF
1468
Lee Financial
Texas
$1.09M -$39.4K -211 -3%
IWA
1469
Intercontinental Wealth Advisors
Texas
$1.09M +$466K +2,496 +75%
AMG
1470
Asset Management Group
Connecticut
$1.08M -$112K -602 -9%
STMM
1471
South Texas Money Management
Texas
$1.08M +$89.9K +482 +9%
PAS
1472
Partnervest Advisory Services
California
$1.08M -$12.9K -69 -1%
RT
1473
Rockland Trust
Massachusetts
$1.08M +$53K +284 +5%
PIM
1474
Penobscot Investment Management
Massachusetts
$1.08M – – –
KA
1475
Kovack Advisors
Florida
$1.07M -$367K -1,965 -25%
57 58
59
60 61