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 %
KFS
1576
Kurt F. Somerville
$1.17M -$5.11K -25 -0.4%
PIM
1577
Penobscot Investment Management
Massachusetts
$1.17M -$3.06K -15 -0.3%
SFG
1578
Summit Financial Group
West Virginia
$1.17M – – –
BWA
1579
Burt Wealth Advisors
Maryland
$1.17M +$61.3K +300 +6%
FMLI
1580
Fukoku Mutual Life Insurance
Japan
$1.16M – – –
EWM
1581
Elmwood Wealth Management
California
$1.16M -$44.7K -219 -4%
NGA
1582
Naples Global Advisors
Florida
$1.16M +$118K +600 +11%
AMG
1583
Asset Management Group
Connecticut
$1.16M – – –
VWM
1584
Venturi Wealth Management
Texas
$1.15M +$892K +4,650 +340%
FCH
1585
Freestone Capital Holdings
Washington
$1.15M +$25.5K +125 +2%
CCM
1586
Community Capital Management
Florida
$1.15M +$1.15M +5,639 New
LC
1587
Lindbrook Capital
California
$1.15M +$1.15M +5,642 New
MPM
1588
Meritage Portfolio Management
Kansas
$1.14M -$388K -1,900 -25%
IFWM
1589
Institute for Wealth Management
Colorado
$1.13M +$1.13M +5,555 New
PIC
1590
Portland Investment Counsel
Ontario, Canada
$1.13M -$1.19M -5,828 -51%
SMC
1591
Smith, Moore & Co
Missouri
$1.13M -$203K -993 -15%
GLI
1592
Guardian Life Insurance
New York
$1.13M +$5.31K +26 +0.5%
SPC
1593
Stewart & Patten Company
California
$1.12M – – –
MLFP
1594
MPS Loria Financial Planners
Illinois
$1.12M +$17.4K +85 +2%
VR
1595
Viridian RIA
Washington
$1.12M -$40.7K -201 -4%
AT
1596
Arden Trust
Delaware
$1.12M -$81.7K -400 -7%
HA
1597
Harfst & Associates
Wyoming
$1.11M +$4.08K +20 +0.4%
CGL
1598
Clarius Group LLC
Washington
$1.11M +$306K +1,500 +38%
LFA
1599
Legacy Financial Advisors
Kentucky
$1.11M +$80.2K +393 +8%
GCA
1600
Gradient Capital Advisors
California
$1.11M +$32.7K +160 +3%
62 63
64
65 66