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 %
EWM
1551
Endurance Wealth Management
Rhode Island
$1.25M – – –
BPWA
1552
Beacon Pointe Wealth Advisors
California
$1.25M +$1.25M +6,136 New
CWM
1553
Confluence Wealth Management
Oregon
$1.25M -$1.84K -9 -0.1%
AFG
1554
Arkansas Financial Group
Arkansas
$1.25M – – –
LJHT
1555
Laurie J. Hall Trustee
$1.24M -$241K -1,169 -16%
GI
1556
Glovista Investments
New Jersey
$1.24M -$265K -1,300 -18%
BHTS
1557
Bar Harbor Trust Services
Maine
$1.24M -$12.2K -60 -1%
HIC
1558
Holderness Investments Company
North Carolina
$1.24M +$15.3K +75 +1%
FTC
1559
Farmers Trust Company
Ohio
$1.24M +$57.6K +282 +5%
TI
1560
Truepoint Inc
Ohio
$1.23M +$416K +2,037 +51%
IWP
1561
Icon Wealth Partners
Texas
$1.23M +$204K +1,000 +20%
LPT
1562
Legacy Private Trust
Wisconsin
$1.23M – – –
DPIM
1563
Duff & Phelps Investment Management
Illinois
$1.23M – – –
LWM
1564
Lyell Wealth Management
California
$1.22M – – –
GC
1565
Guardian Capital
Ontario, Canada
$1.22M +$157K +769 +15%
LRPA
1566
L. Roy Papp & Associates
Arizona
$1.21M -$38.8K -190 -3%
FPFS
1567
First Personal Financial Services
North Carolina
$1.21M -$62.2K -305 -5%
SIC
1568
SFE Investment Counsel
California
$1.21M -$48K -235 -4%
CAAS
1569
Capital Asset Advisory Services
Michigan
$1.2M -$38K -186 -3%
HH
1570
Hilltop Holdings
Texas
$1.2M -$54.7K -268 -4%
JA
1571
JOYN Advisors
Georgia
$1.19M -$202K -991 -15%
MWM
1572
Modera Wealth Management
New Jersey
$1.19M +$8.17K +40 +0.7%
SCM
1573
Schnieders Capital Management
California
$1.18M – – –
VA
1574
Valmark Advisers
Ohio
$1.18M +$411K +2,012 +53%
HWMG
1575
Hurlow Wealth Management Group
Indiana
$1.18M +$1.18M +5,865 New
61 62
63
64 65