BRK.B icon

Berkshire Hathaway Class B

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
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
1926
Cahaba Wealth Management
Georgia
$343K +$67.8K +347 +25%
LCM
1927
Lucas Capital Management
New Jersey
$341K
MCWS
1928
McKinley Carter Wealth Services
West Virginia
$340K +$4K +20 +1%
AC
1929
Arjuna Capital
North Carolina
$336K -$4.59K -23 -1%
HWA
1930
Heritage Way Advisors
Illinois
$335K
RBC
1931
Roble Belko & Company
Pennsylvania
$335K +$224K +1,125 +202%
PIM
1932
Progressive Investment Management
Oregon
$334K
OCM
1933
One Capital Management
California
$333K
AIS
1934
Accurate Investment Solutions
Pennsylvania
$330K +$79.9K +400 +32%
AAS
1935
Annex Advisory Services
Wisconsin
$329K -$24.9K -125 -7%
RB
1936
Rodgers Brothers
Pennsylvania
$329K
IWA
1937
Independence Wealth Advisors
Virginia
$329K
DAC
1938
Dividend Assets Capital
South Carolina
$328K -$153K -769 -32%
RP
1939
Riverbridge Partners
Minnesota
$328K
KC
1940
KHP Capital
Oklahoma
$328K
BCA
1941
Bray Capital Advisors
Florida
$326K -$6.97K -35 -2%
AWA
1942
Artemis Wealth Advisors
New York
$325K
JCM
1943
Jag Capital Management
Missouri
$323K
TBNY
1944
Trustco Bank (New York)
New York
$322K
UF
1945
Univest Financial
Pennsylvania
$322K
CIC
1946
Cornercap Investment Counsel
Georgia
$322K +$26K +130 +9%
RFO
1947
RiverGlades Family Offices
Florida
$321K
PA
1948
Probity Advisors
Texas
$321K
WOC
1949
West Oak Capital
California
$320K +$130K +650 +68%
LRIC
1950
Long Road Investment Counsel
Michigan
$319K -$160K -800 -33%