BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,416 hedge funds and large institutions have $184B invested in Berkshire Hathaway Class B in 2019 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 1,023 increasing their positions, 918 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,416
Holders Change
+22
Holders Change %
+0.92%
% of All Funds
52.37%
Holding in Top 10
450
Holding in Top 10 Change
-89
Holding in Top 10 Change %
-16.51%
% of All Funds
9.76%
New
136
Increased
1,023
Reduced
918
Closed
81
Calls
$2.68B
Puts
$1.98B
Net Calls
+$695M
Net Calls Change
-$982M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$460M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$425M
3
Legal & General Group
Legal & General Group
United Kingdom
+$304M
4
Renaissance Technologies
Renaissance Technologies
New York
+$269M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$187M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1B
2
Capital International Investors
Capital International Investors
California
-$404M
3
Canada Life
Canada Life
Manitoba, Canada
-$359M
4
Asset Management One
Asset Management One
Japan
-$295M
5
CS
Credit Suisse
Switzerland
-$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWE
1901
Avidian Wealth Enterprises
Texas
$607K +$82.2K +409 +16%
FCA
1902
FinTrust Capital Advisors
South Carolina
$604K +$66.5K +331 +12%
BWM
1903
BerganKDV Wealth Management
Minnesota
$603K -$753K -3,750 -56%
RL
1904
Ruffer LLP
United Kingdom
$603K -$302K -1,500 -33%
QOP
1905
Quinn Opportunity Partners
Virginia
$603K – – –
PIA
1906
Pinion Investment Advisors
Kansas
$603K +$26.1K +130 +5%
CMI
1907
Clare Market Investments
Texas
$597K +$194K +968 +48%
WCM
1908
Weatherstone Capital Management
Colorado
$596K -$7.49M -37,288 -93%
OAM
1909
Oak Asset Management
California
$596K – – –
FNB
1910
Farmers National Bank
Kentucky
$595K +$595K +2,962 New
FMTC
1911
Farmers & Merchants Trust Company
California
$594K +$1.81K +9 +0.3%
BRC
1912
Bell Rock Capital
Delaware
$594K +$100K +500 +20%
FWSM
1913
First Wilshire Securities Management
California
$589K -$5.02K -25 -0.8%
LBD
1914
Landsberg Bennett & Dubbaneh
Florida
$587K +$105K +516 +22%
OAJ
1915
Ogorek Anthony Joseph
New York
$586K -$141K -700 -19%
GC
1916
Gibson Capital
Pennsylvania
$586K +$598 +3 +0.1%
RA
1917
RFG Advisory
Alabama
$585K +$67.2K +337 +13%
BWM
1918
Brickley Wealth Management
California
$584K – – –
HR
1919
Hardy Reed
Mississippi
$582K – – –
BHBT
1920
Burke & Herbert Bank & Trust
Virginia
$581K -$1.81K -9 -0.3%
SSA
1921
South Street Advisors
New York
$581K – – –
AWA
1922
Alaska Wealth Advisors
Alaska
$579K +$579K +2,883 New
PP
1923
PagnatoKarp Partners
Virginia
$576K -$5.22K -26 -0.9%
SWMG
1924
Strategic Wealth Management Group
Maryland
$575K +$168K +835 +41%
WAM
1925
Winslow Asset Management
Ohio
$574K -$41.2K -205 -7%
75 76
77
78 79