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 %
VFP
1926
Verus Financial Partners
Virginia
$336K -$87.1K -467 -21%
HCM
1927
Hengehold Capital Management
Ohio
$336K – – –
RB
1928
Rodgers Brothers
Pennsylvania
$336K +$28K +150 +9%
HFA
1929
Huber Financial Advisors
Illinois
$334K -$20.5K -110 -6%
MFT
1930
Moisand Fitzgerald Tamayo
Florida
$333K – – –
NG
1931
NatWest Group
United Kingdom
$332K – – –
RSS
1932
Rosenblum Silverman Sutton
California
$332K – – –
CCA
1933
Conservest Capital Advisors
Pennsylvania
$331K – – –
FM
1934
Foster & Motley
Ohio
$331K +$4.66K +25 +1%
State Farm Mutual Automobile Insurance
1935
State Farm Mutual Automobile Insurance
Illinois
$329K -$221K -1,180 -40%
CCP
1936
Clarkston Capital Partners
Michigan
$329K – – –
BA
1937
BKS Advisors
Michigan
$329K – – –
AIA
1938
Armor Investment Advisors
North Carolina
$328K +$63.8K +342 +24%
CC
1939
Colrain Capital
Massachusetts
$327K -$93.4K -500 -22%
BCI
1940
Brinker Capital Investments
Pennsylvania
$327K +$1.87K +10 +0.6%
LCM
1941
Lucas Capital Management
New Jersey
$326K – – –
FLI
1942
Family Legacy Inc
South Carolina
$325K +$54.8K +294 +20%
MCIA
1943
Mountain Capital Investment Advisors
Colorado
$324K +$324K +1,734 New
MCWS
1944
McKinley Carter Wealth Services
West Virginia
$323K +$5.6K +30 +2%
CIC
1945
Cornercap Investment Counsel
Georgia
$322K +$21.1K +113 +7%
KCM
1946
Kendall Capital Management
Maryland
$322K +$322K +1,725 New
RIA
1947
Regal Investment Advisors
Michigan
$320K -$2.48M -13,269 -89%
VAM
1948
Visionary Asset Management
Texas
$320K +$22.2K +119 +7%
TFO
1949
Tarbox Family Office
California
$319K -$58.5K -314 -16%
DCM
1950
Dynamic Capital Management
Jersey
$318K +$318K +1,706 New
76 77
78
79 80