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Berkshire Hathaway Class B

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
Name Holding Trade Value Shares
Change
Shares
Change %
VSWA
1951
Vontobel Swiss Wealth Advisors
Switzerland
$315K +$70K +375 +29%
CWM
1952
Cahaba Wealth Management
Georgia
$314K -$31K -158 -9%
RBC
1953
Roble Belko & Company
Pennsylvania
$314K
HWA
1954
Heritage Way Advisors
Illinois
$314K
OCM
1955
One Capital Management
California
$312K
PIM
1956
Progressive Investment Management
Oregon
$312K +$2.77K +15 +0.9%
AAS
1957
Annex Advisory Services
Wisconsin
$310K +$1.87K +10 +0.6%
AIS
1958
Accurate Investment Solutions
Pennsylvania
$309K
BW
1959
Biegel & Waller
Maryland
$308K +$88K +471 +40%
IWA
1960
Independence Wealth Advisors
Virginia
$307K
DAC
1961
Dividend Assets Capital
South Carolina
$307K
RP
1962
Riverbridge Partners
Minnesota
$307K
BCA
1963
Bray Capital Advisors
Florida
$305K
XS
1964
XR Securities
Illinois
$305K +$305K +1,632 New
AWA
1965
Artemis Wealth Advisors
New York
$304K
JCM
1966
Jag Capital Management
Missouri
$302K
TBNY
1967
Trustco Bank (New York)
New York
$302K
UF
1968
Univest Financial
Pennsylvania
$301K
PA
1969
Probity Advisors
Texas
$300K
DPI
1970
Diversified Portfolios Inc
Michigan
$298K -$55.9K -300 -16%
UWM
1971
USAdvisors Wealth Management
Minnesota
$298K +$30.7K +165 +11%
KIM
1972
Karpus Investment Management
New York
$297K
TIM
1973
Total Investment Management
Arizona
$297K +$27.1K +145 +10%
ANB
1974
Amarillo National Bank
Texas
$296K
SAMC
1975
Spectrum Asset Management (California)
California
$296K