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Berkshire Hathaway Class B

1,933 hedge funds and large institutions have $149B invested in Berkshire Hathaway Class B in 2017 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 821 increasing their positions, 702 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,933
Holders Change
+4
Holders Change %
+0.21%
% of All Funds
48.26%
Holding in Top 10
376
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+0.8%
% of All Funds
9.39%
New
84
Increased
821
Reduced
702
Closed
65
Calls
$1.34B
Puts
$1.18B
Net Calls
+$160M
Net Calls Change
-$155M
Name Holding Trade Value Shares
Change
Shares
Change %
PFC
1801
Phocas Financial Corp
California
$249K
ROTUOC
1802
Regents of the University of California
California
$249K +$249K +1,465 New
DE
1803
Day & Ennis
Georgia
$247K
IA
1804
Independence Advisors
Pennsylvania
$246K
RB
1805
Rodgers Brothers
Pennsylvania
$246K
GSBTD
1806
Glenview State Bank Trust Department
Illinois
$246K
CTA
1807
Chesley Taft & Associates
Illinois
$246K
AIS
1808
Accurate Investment Solutions
Pennsylvania
$246K +$33.9K +200 +16%
TIM
1809
Total Investment Management
Arizona
$245K -$50.9K -300 -17%
NFG
1810
NewFocus Financial Group
Washington
$245K +$245K +1,448 New
SAMC
1811
Spectrum Asset Management (California)
California
$243K -$42.4K -250 -15%
CF
1812
Corrigan Financial
Rhode Island
$243K
RPGK
1813
Retirement Planning Group (Kansas)
Kansas
$242K -$5.08K -30 -2%
BFM
1814
Boothbay Fund Management
New York
$241K -$108K -637 -31%
CC
1815
Cornerstone Capital
California
$240K
VWM
1816
Valley Wealth Managers
New Jersey
$237K -$55K -325 -19%
CISOA
1817
Capital Investment Services of America
Wisconsin
$237K
CCM
1818
Colorado Capital Management
Colorado
$237K
CWA
1819
Cypress Wealth Advisors
California
$236K -$750K -4,431 -76%
RWG
1820
Regal Wealth Group
California
$235K
OCM
1821
One Capital Management
California
$235K +$21K +124 +10%
VWM
1822
Venturi Wealth Management
Texas
$232K -$2.37K -14 -1%
CWP
1823
Capital Wealth Planning
Florida
$232K
SCM
1824
Southport Capital Management
Tennessee
$232K +$25.5K +150 +12%
BSWMG
1825
Barrington Strategic Wealth Management Group
Illinois
$230K -$11.7K -69 -5%