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 %
FMLI
1551
Fukoku Mutual Life Insurance
Japan
$938K – – –
B
1552
Bridgeworth
Alabama
$938K +$938K +4,787 New
GAM
1553
Gould Asset Management
California
$934K +$362K +1,815 +63%
LFA
1554
Legacy Financial Advisors
Kentucky
$931K -$131K -665 -12%
OFW
1555
Omnia Family Wealth
Florida
$930K -$35.7K -179 -4%
MCM
1556
Monarch Capital Management
Indiana
$930K – – –
RWM
1557
Ritholtz Wealth Management
New York
$927K -$66.4K -333 -7%
WI
1558
Wedgewood Investors
Pennsylvania
$924K – – –
NPT
1559
Nixon Peabody Trust
Massachusetts
$923K -$31.9K -160 -3%
AF
1560
Advisornet Financial
Minnesota
$914K +$126K +634 +16%
CW
1561
Cobiz Wealth
Colorado
$912K -$1.4K -7 -0.2%
ACP
1562
Arcus Capital Partners
Georgia
$909K +$25.5K +128 +3%
TMAM
1563
Tokio Marine Asset Management
Japan
$907K -$460K -2,305 -34%
SBWM
1564
Sunflower Bank Wealth Management
Arizona
$907K -$233K -1,170 -20%
AP
1565
Atwood & Palmer
Missouri
$907K -$55.3K -277 -6%
EF
1566
Empirical Finance
Pennsylvania
$907K +$689K +3,428 +316%
SVCP
1567
Silicon Valley Capital Partners
California
$903K +$155K +776 +21%
GI
1568
Gradient Investments
Minnesota
$902K +$18.8K +94 +2%
AUB
1569
Atlantic Union Bankshares
Virginia
$900K -$72.8K -365 -7%
BMC
1570
Benin Management Corp
Connecticut
$897K +$120K +600 +15%
HAIM
1571
Hunter Associates Investment Management
Pennsylvania
$895K -$19.9K -100 -2%
GLI
1572
Guardian Life Insurance
New York
$883K -$359K -1,802 -29%
EWM
1573
Empirical Wealth Management
Washington
$882K +$666K +3,337 +308%
CIAS
1574
Capital Investment Advisory Services
North Carolina
$881K +$136K +682 +18%
AFC
1575
AFT Forsyth & Company
Florida
$880K +$135K +675 +18%
61 62
63
64 65