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 %
HPWM
1451
Highland Private Wealth Management
Washington
$1.48M +$300K +1,470 +25%
WHG
1452
Westwood Holdings Group
Texas
$1.48M +$22.5K +110 +2%
MWA
1453
Meridian Wealth Advisors
Texas
$1.47M +$1.47M +7,220 New
AAM
1454
Advisors Asset Management
Colorado
$1.47M +$35.3K +173 +2%
PFS
1455
Physicians Financial Services
North Carolina
$1.46M +$617K +3,020 +73%
KTC
1456
Kistler-Tiffany Companies
Pennsylvania
$1.46M -$30.2K -148 -2%
RHDIC
1457
R.H. Dinel Investment Counsel
California
$1.46M +$1.46M +7,150 New
NEGWA
1458
New England Guild Wealth Advisors
Connecticut
$1.45M -$2.45K -12 -0.2%
MFW
1459
Mosaic Family Wealth
Missouri
$1.45M – – –
SCM
1460
SOL Capital Management
Maryland
$1.45M – – –
CA
1461
Corrado Advisors
New Jersey
$1.45M – – –
GWAG
1462
Garrett Wealth Advisory Group
Texas
$1.45M +$1.45M +7,108 New
HCMNY
1463
Howard Capital Management (New York)
New York
$1.44M -$60.3K -295 -4%
HCM
1464
Hall Capital Management
Rhode Island
$1.44M +$5.11K +25 +0.4%
CAM
1465
Concorde Asset Management
Michigan
$1.43M +$1.43M +7,168 New
BRWM
1466
B. Riley Wealth Management
Tennessee
$1.43M +$537K +2,632 +60%
ATC
1467
Adirondack Trust Company
New York
$1.43M +$4.29K +21 +0.3%
PAMG
1468
Patton Albertson Miller Group
Tennessee
$1.43M – – –
BFG
1469
Bouchey Financial Group
New York
$1.42M +$9.8K +48 +0.7%
WPC
1470
Waters Parkerson & Co
Louisiana
$1.42M – – –
BFEC
1471
Benjamin F. Edwards & Company
Missouri
$1.42M +$271K +1,326 +24%
GA
1472
Greytown Advisors
Florida
$1.41M – – –
RPC
1473
Rossmore Private Capital
Connecticut
$1.41M +$40.8K +200 +3%
Arrowstreet Capital
1474
Arrowstreet Capital
Massachusetts
$1.41M -$260M -1,275,500 -99%
CA
1475
Calton & Associates
Florida
$1.41M -$60.7K -297 -4%
57 58
59
60 61