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 %
RGIA
1676
Rainier Group Investment Advisory
Washington
$679K – – –
HC
1677
Hamilton Capital
Ohio
$679K +$135K +676 +25%
PIM
1678
Provident Investment Management
Michigan
$678K – – –
WCM
1679
Weatherstone Capital Management
Colorado
$676K +$36.7K +184 +6%
ICM
1680
IMS Capital Management
Oregon
$675K – – –
VNA
1681
VNBTrust National Association
Virginia
$673K +$78.4K +393 +13%
SG
1682
StoneX Group
New York
$672K -$3.99K -20 -0.6%
HT
1683
Heritage Trust
Oklahoma
$671K -$63.4K -318 -9%
OAJ
1684
Ogorek Anthony Joseph
New York
$671K -$29.9K -150 -4%
TA
1685
Townsend & Associates
Colorado
$670K -$66K -331 -9%
VA
1686
Valmark Advisers
Ohio
$669K -$92.2K -462 -12%
WB
1687
Webster Bank
Connecticut
$668K -$145K -728 -18%
GGI
1688
Godsey & Gibb Inc
Virginia
$668K +$668K +3,350 New
SAM
1689
Seelaus Asset Management
New Jersey
$665K -$39.9K -200 -6%
SIM
1690
Sadoff Investment Management
Wisconsin
$665K +$665K +3,333 New
IWA
1691
Intercontinental Wealth Advisors
Texas
$664K +$8.58K +43 +1%
CC
1692
Claybrook Capital
Massachusetts
$657K -$563M -2,822,275 -100%
IIC
1693
Ironwood Investment Counsel
Arizona
$655K -$29.7K -149 -4%
MFW
1694
Meristem Family Wealth
Minnesota
$649K +$188K +943 +41%
KTA
1695
Keeley-Teton Advisors
Illinois
$648K – – –
NWP
1696
Northstar Wealth Partners
Connecticut
$645K -$263K -1,320 -29%
IWA
1697
Inspirion Wealth Advisors
Illinois
$645K – – –
DC
1698
DeDora Capital
California
$644K -$2K -10 -0.3%
FWSM
1699
First Wilshire Securities Management
California
$642K -$2.99K -15 -0.5%
BFO
1700
Biltmore Family Office
North Carolina
$639K +$107K +535 +20%
66 67
68
69 70