BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,157 hedge funds and large institutions have $180B invested in Berkshire Hathaway Class B in 2017 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 757 increasing their positions, 812 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,157
Holders Change
+211
Holders Change %
+10.84%
% of All Funds
48.99%
Holding in Top 10
440
Holding in Top 10 Change
+49
Holding in Top 10 Change %
+12.53%
% of All Funds
9.99%
New
282
Increased
757
Reduced
812
Closed
52
Calls
$2.2B
Puts
$1.86B
Net Calls
+$339M
Net Calls Change
+$232M

Top Buyers

1
State Street
State Street
Massachusetts
+$539M
2
Deutsche Bank
Deutsche Bank
Germany
+$413M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$372M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$331M
5
UBS Group
UBS Group
Switzerland
+$267M

Top Sellers

1
SWA
SFMG Wealth Advisors
Texas
-$8.99B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$991M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$326M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$322M
5
Bank of America
Bank of America
North Carolina
-$253M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCIA
1951
Mountain Capital Investment Advisors
Colorado
$303K – – –
WAAG
1952
Wealth Alliance Advisory Group
Kansas
$301K +$301K +1,521 New
BFIC
1953
Bedell Frazier Investment Counselling
California
$297K -$386K -1,950 -57%
CFN
1954
Cordasco Financial Network
Florida
$297K – – –
SSI
1955
Scott & Selber Inc
Texas
$297K – – –
MC
1956
Mathes Company
New York
$297K – – –
KFA
1957
Kays Financial Advisory
Georgia
$296K – – –
VST
1958
Van Strum & Towne
California
$296K – – –
AWA
1959
AmeriServ Wealth Advisors
Pennsylvania
$295K +$295K +1,529 New
CIC
1960
Cornercap Investment Counsel
Georgia
$294K -$12.9K -65 -4%
PFC
1961
Phocas Financial Corp
California
$291K – – –
DCM
1962
Delpha Capital Management
New York
$291K +$291K +1,470 New
DWA
1963
Divergent Wealth Advisors
Utah
$290K +$290K +1,466 New
GSBTD
1964
Glenview State Bank Trust Department
Illinois
$287K – – –
NFG
1965
NewFocus Financial Group
Washington
$287K – – –
TIM
1966
Total Investment Management
Arizona
$286K – – –
MAM
1967
Marquette Asset Management
Minnesota
$285K -$11.9K -60 -4%
CF
1968
Corrigan Financial
Rhode Island
$284K – – –
CAG
1969
Csenge Advisory Group
Florida
$284K -$52.9K -267 -16%
SAMC
1970
Spectrum Asset Management (California)
California
$284K – – –
UWM
1971
USAdvisors Wealth Management
Minnesota
$284K +$284K +1,435 New
CBT
1972
Central Bank & Trust
Kentucky
$283K -$3.17K -16 -1%
RWG
1973
Regal Wealth Group
California
$283K +$7.34K +37 +3%
VSWA
1974
Vontobel Swiss Wealth Advisors
Switzerland
$282K -$142K -715 -33%
MIM
1975
MPI Investment Management
Illinois
$281K +$281K +1,420 New
77 78
79
80 81