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 %
RGIA
1701
Rainier Group Investment Advisory
Washington
$635K – – –
TC
1702
TradeLink Capital
Illinois
$635K +$635K +3,400 New
GGI
1703
Godsey & Gibb Inc
Virginia
$632K +$6.9K +37 +1%
VNA
1704
VNBTrust National Association
Virginia
$630K – – –
WWM
1705
Willingdon Wealth Management
North Carolina
$630K +$630K +3,376 New
OAJ
1706
Ogorek Anthony Joseph
New York
$628K – – –
HT
1707
Heritage Trust
Oklahoma
$624K -$3.55K -19 -0.6%
SAM
1708
Seelaus Asset Management
New Jersey
$622K – – –
BIA
1709
Bigelow Investment Advisors
Maine
$620K -$26.1K -140 -4%
CC
1710
Claybrook Capital
Massachusetts
$615K – – –
WCM
1711
Weatherstone Capital Management
Colorado
$612K -$20.9K -112 -3%
JGUA
1712
John G. Ullman & Associates
New York
$611K +$46.6K +250 +8%
WIS
1713
Wright Investors Service
Connecticut
$610K -$1.14M -6,120 -65%
PWSG
1714
Pacific Wealth Strategies Group
California
$609K +$68.3K +366 +13%
KTA
1715
Keeley-Teton Advisors
Illinois
$608K +$1.87K +10 +0.3%
NWP
1716
Northstar Wealth Partners
Connecticut
$604K – – –
IWA
1717
Inspirion Wealth Advisors
Illinois
$603K – – –
DC
1718
DeDora Capital
California
$603K – – –
FWSM
1719
First Wilshire Securities Management
California
$601K – – –
GKWIM
1720
Gerber Kawasaki Wealth & Investment Management
California
$601K +$148K +789 +33%
FFW
1721
Fusion Family Wealth
New York
$600K +$7.28K +39 +1%
SICM
1722
Sustainable Insight Capital Management
New York
$597K -$93.3K -500 -14%
CI
1723
Capital International
California
$597K – – –
CFA
1724
Capstone Financial Advisors
Illinois
$594K +$25.2K +135 +4%
RHAM
1725
Round Hill Asset Management
California
$593K -$14.3K -75 -2%
67 68
69
70 71