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Berkshire Hathaway Class B

2,417 hedge funds and large institutions have $196B invested in Berkshire Hathaway Class B in 2019 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 988 increasing their positions, 944 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,417
Holders Change
+1
Holders Change %
+0.04%
% of All Funds
52.58%
Holding in Top 10
462
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+2.67%
% of All Funds
10.05%
New
95
Increased
988
Reduced
944
Closed
69
Calls
$2.92B
Puts
$2.37B
Net Calls
+$554M
Net Calls Change
-$142M
Name Holding Trade Value Shares
Change
Shares
Change %
ODG
1951
O'Dell Group
Ohio
$541K
TP
1952
Tranquility Partners
Tennessee
$541K +$541K +2,540 New
PWMG
1953
Prestige Wealth Management Group
New Jersey
$540K
SWMG
1954
Strategic Wealth Management Group
Maryland
$539K -$71.2K -334 -12%
MCM
1955
MV Capital Management
Maryland
$539K -$6.18K -29 -1%
JMFC
1956
J.M. Forbes & Co
Massachusetts
$539K +$21.3K +100 +4%
AFNAS
1957
American Financial Network Advisory Services
California
$538K -$65.7K -310 -11%
W
1958
WealthOne
New York
$538K +$38.3K +180 +8%
APSP
1959
Asset Planning Services (Pennsylvania)
Pennsylvania
$537K
CWM
1960
Chesapeake Wealth Management
Virginia
$535K -$279K -1,309 -34%
JWM
1961
JGP Wealth Management
Oregon
$535K
CA
1962
Crewe Advisors
Utah
$534K +$10.9K +51 +2%
BMC
1963
Beaton Management Company
Massachusetts
$534K +$21.3K +100 +4%
VFPI
1964
Vantage Financial Partners (Illinois)
Illinois
$533K +$21.3K +100 +4%
ACM
1965
Advisors Capital Management
New Jersey
$532K +$93K +436 +21%
CAM
1966
Congress Asset Management
Massachusetts
$531K -$13.4K -63 -2%
GCMG
1967
Gyroscope Capital Management Group
Florida
$528K
GBT
1968
Grove Bank & Trust
Florida
$525K -$17.5K -82 -3%
CYG
1969
Clean Yield Group
Vermont
$524K
PSG
1970
Planning Solutions Group
Maryland
$523K -$38K -178 -7%
APSI
1971
Asset Planning Services Inc
Louisiana
$522K
MAM
1972
Marquette Asset Management
Minnesota
$521K
MCM
1973
Marathon Capital Management
Maryland
$520K +$39.1K +184 +8%
OA
1974
Oxbow Advisors
Texas
$516K
WPA
1975
West Paces Advisors
Georgia
$514K