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Berkshire Hathaway Class B

2,413 hedge funds and large institutions have $194B invested in Berkshire Hathaway Class B in 2019 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 1,008 increasing their positions, 928 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,413
Holders Change
-4
Holders Change %
-0.17%
% of All Funds
53%
Holding in Top 10
439
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-4.98%
% of All Funds
9.64%
New
98
Increased
1,008
Reduced
928
Closed
83
Calls
$3.06B
Puts
$2.77B
Net Calls
+$294M
Net Calls Change
-$260M
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
1976
Southport Capital Management
Tennessee
$530K +$31.2K +150 +6%
GCP
1977
GSA Capital Partners
United Kingdom
$530K +$260K +1,250 +96%
ODG
1978
O'Dell Group
Ohio
$528K
W
1979
WealthOne
New York
$525K
AssetMark Inc
1980
AssetMark Inc
California
$524K -$10.8K -52 -2%
APSP
1981
Asset Planning Services (Pennsylvania)
Pennsylvania
$524K
FVWA
1982
Foster Victor Wealth Advisors
South Carolina
$521K +$180K +868 +53%
CAM
1983
Congress Asset Management
Massachusetts
$518K
NSB
1984
Norway Savings Bank
Maine
$518K +$18.7K +90 +4%
AIM
1985
Axiom Investment Management
New York
$517K -$2.51M -12,215 -83%
W
1986
WealthStone
Ohio
$516K -$1.7M -8,150 -77%
MCM
1987
MV Capital Management
Maryland
$515K -$11K -53 -2%
CA
1988
Crewe Advisors
Utah
$515K -$6.25K -30 -1%
HFBOT
1989
Home Federal Bank of Tennessee
Tennessee
$514K +$20.8K +100 +4%
JWM
1990
JGP Wealth Management
Oregon
$513K +$3.05K +15 +0.6%
AW
1991
Avion Wealth
Texas
$513K +$513K +2,465 New
AEPG
1992
American Economic Planning Group
New Jersey
$512K -$19.9K -96 -4%
CYG
1993
Clean Yield Group
Vermont
$512K
APSI
1994
Asset Planning Services Inc
Louisiana
$510K
PIM
1995
Progressive Investment Management
Oregon
$510K +$177K +853 +53%
FPGK
1996
Financial Partners Group (Kansas)
Kansas
$508K -$78.6K -378 -13%
MAM
1997
Marquette Asset Management
Minnesota
$508K
MCM
1998
Marathon Capital Management
Maryland
$508K
LWA
1999
Lenox Wealth Advisors
New York
$506K +$80.9K +389 +19%
OA
2000
Oxbow Advisors
Texas
$503K