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 %
HA
1501
Harfst & Associates
Wyoming
$1.01M -$11.2K -60 -1%
BWA
1502
Burt Wealth Advisors
Maryland
$1.01M +$280K +1,500 +38%
PCMK
1503
Paragon Capital Management (Kansas)
Kansas
$1.01M -$560 -3 -0.1%
NGA
1504
Naples Global Advisors
Florida
$1M +$19K +102 +2%
SWP
1505
Strategic Wealth Partners
Ohio
$1M -$588K -3,154 -37%
CW
1506
Cobiz Wealth
Colorado
$1M +$149K +798 +17%
BST
1507
Bath Savings Trust
Maine
$1M +$87.5K +469 +10%
ANTB
1508
AMG National Trust Bank
Colorado
$999K +$46.5K +250 +5%
FNBSF
1509
First National Bank Sioux Falls
South Dakota
$997K -$147K -790 -13%
EWM
1510
Evermay Wealth Management
Virginia
$996K -$36.4K -195 -4%
GLI
1511
Guardian Life Insurance
New York
$992K +$165K +884 +20%
HCM
1512
Hilton Capital Management
New York
$987K – – –
ACM
1513
Argent Capital Management
Missouri
$984K -$4.67K -25 -0.5%
FCH
1514
Freestone Capital Holdings
Washington
$984K -$1.31K -7 -0.1%
NB
1515
Northwest Bancshares
Pennsylvania
$980K – – –
EWM
1516
Empirical Wealth Management
Washington
$980K +$155K +831 +19%
AOWM
1517
Alpha Omega Wealth Management
Virginia
$975K +$8.58K +46 +0.9%
MLFP
1518
MPS Loria Financial Planners
Illinois
$970K – – –
Edgewood Management
1519
Edgewood Management
Connecticut
$969K – – –
BCA
1520
Berman Capital Advisors
Georgia
$969K +$35.4K +190 +4%
CI
1521
Cavalier Investments
Georgia
$967K +$193K +1,036 +25%
OAM
1522
Occidental Asset Management
California
$962K -$103K -550 -10%
NQWM
1523
Northwest Quadrant Wealth Management
Oregon
$958K – – –
GCM
1524
Graham Capital Management
Connecticut
$955K +$35.2K +189 +4%
RIG
1525
Renaissance Investment Group
Massachusetts
$953K – – –
59 60
61
62 63