BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

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

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$701M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$491M
3
EVM
Eaton Vance Management
Massachusetts
+$425M
4
BlackRock
BlackRock
New York
+$372M
5
Goldman Sachs
Goldman Sachs
New York
+$302M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$997M
2
State Street
State Street
Massachusetts
-$759M
3
CC
Claybrook Capital
Massachusetts
-$563M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$410M
5
DZ Bank
DZ Bank
Germany
-$362M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWG
1976
Regal Wealth Group
California
$285K – – –
AIA
1977
Armor Investment Advisors
North Carolina
$283K +$283K +1,417 New
NEPPG
1978
New England Professional Planning Group
Rhode Island
$279K -$13.5K -70 -5%
WSC
1979
Wellington Shields & Co
New York
$279K – – –
CISOA
1980
Capital Investment Services of America
Wisconsin
$279K – – –
RPGK
1981
Retirement Planning Group (Kansas)
Kansas
$279K +$2K +10 +0.7%
CT
1982
Clearstead Trust
Maine
$276K -$435K -2,181 -61%
CBT
1983
Central Bank & Trust
Kentucky
$275K -$9.96K -50 -3%
FCFC
1984
First Commonwealth Financial Corp
Pennsylvania
$275K +$275K +1,377 New
HBWM
1985
Hollow Brook Wealth Management
New York
$274K – – –
VWM
1986
Venturi Wealth Management
Texas
$273K -$7.58K -38 -3%
CWP
1987
Capital Wealth Planning
Florida
$273K +$273K +1,370 New
BMM
1988
Berkshire Money Management
Massachusetts
$272K -$9.96K -50 -4%
NCM
1989
Narwhal Capital Management
Georgia
$270K -$49.8K -250 -16%
MAM
1990
Marquette Asset Management
Minnesota
$269K -$17.9K -90 -6%
BWFA
1991
Baltimore-Washington Financial Advisors
Maryland
$265K -$166K -835 -39%
SCP
1992
Silverleafe Capital Partners
Tennessee
$265K +$60.2K +302 +29%
FPIS
1993
Financial Planning & Information Services
Wisconsin
$264K – – –
VSWA
1994
Vontobel Swiss Wealth Advisors
Switzerland
$262K -$22K -110 -8%
OPTFSNA
1995
Old Point Trust & Financial Services N A
Virginia
$260K – – –
PCA
1996
Private Capital Advisors
Connecticut
$259K – – –
BIM
1997
Bridgecreek Investment Management
Oklahoma
$259K – – –
RFWA
1998
RPg Family Wealth Advisory
Massachusetts
$259K +$5.98K +30 +2%
GA
1999
Gateway Advisory
New Jersey
$257K -$95.8K -481 -27%
SAS
2000
Stelac Advisory Services
New York
$257K +$149K +750 +139%
78 79
80
81 82