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 %
DJSG
1551
D.J. St. Germain
Massachusetts
$903K +$24.5K +131 +3%
SCG
1552
Sonata Capital Group
Washington
$900K – – –
WP
1553
WealthSource Partners
California
$897K +$113K +606 +14%
WLIM
1554
White Lighthouse Investment Management
Massachusetts
$895K – – –
OFW
1555
Omnia Family Wealth
Florida
$895K +$24.3K +130 +3%
HFA
1556
High Falls Advisors
New York
$894K -$48.7K -261 -5%
AC
1557
Avestar Capital
New York
$890K – – –
GSC
1558
G&S Capital
Colorado
$884K – – –
EA
1559
Elm Advisors
California
$881K – – –
NFG
1560
Nadler Financial Group
Illinois
$880K -$45.7K -245 -5%
DAM
1561
Doheny Asset Management
California
$879K -$4.67K -25 -0.5%
BA
1562
Bard Associates
Illinois
$878K -$37.3K -200 -4%
FMLI
1563
Fukoku Mutual Life Insurance
Japan
$877K – – –
KA
1564
Kaizen Advisory
Illinois
$874K +$529K +2,831 +153%
RWA
1565
River Wealth Advisors
Pennsylvania
$872K +$75.6K +405 +9%
SIC
1566
Sigma Investment Counselors
Michigan
$871K -$22.4K -120 -3%
I2I
1567
Insight 2811 Inc
Illinois
$870K -$18.7K -100 -2%
RWM
1568
Ritholtz Wealth Management
New York
$869K +$1.87K +10 +0.2%
WAP
1569
Wealthcare Advisory Partners
Pennsylvania
$869K +$140K +752 +19%
MCM
1570
Monarch Capital Management
Indiana
$867K -$3.55K -19 -0.4%
PP
1571
Patten & Patten
Tennessee
$866K -$16.2K -87 -2%
BWA
1572
BDO Wealth Advisors
Florida
$866K +$132K +706 +18%
WI
1573
Wedgewood Investors
Pennsylvania
$864K – – –
BMC
1574
Benin Management Corp
Connecticut
$858K +$18.7K +100 +2%
NPT
1575
Nixon Peabody Trust
Massachusetts
$857K -$5.97K -32 -0.7%
61 62
63
64 65