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Berkshire Hathaway Class B

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
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
2001
Shapiro Capital Management
Georgia
$252K
PT
2002
Plimoth Trust
Massachusetts
$251K +$251K +1,265 New
RFWA
2003
RPg Family Wealth Advisory
Massachusetts
$251K -$7.73K -39 -3%
PCA
2004
Peddock Capital Advisors
Massachusetts
$250K
LFG
2005
Larson Financial Group
Missouri
$250K +$250K +1,261 New
LSA
2006
L & S Advisors
California
$250K +$250K +1,262 New
PWPS
2007
Pinnacle Wealth Planning Services
Ohio
$250K +$250K +1,264 New
BO
2008
Bank OZK
Arkansas
$249K +$2.98K +15 +1%
MAM
2009
Mastrapasqua Asset Management
Tennessee
$248K
CCM
2010
Cohen Capital Management
California
$248K
AIS
2011
Accurate Investment Solutions
Pennsylvania
$248K
OTC
2012
Opera Trading Capital
France
$248K +$149K +750 +150%
RC
2013
RBF Capital
California
$246K
KIC
2014
Keating Investment Counselors
Florida
$245K -$7.34K -37 -3%
WFWM
2015
Wechter Feldman Wealth Management
New Jersey
$236K
FCAG
2016
First Capital Advisors Group
New Jersey
$232K
GG
2017
GenWealth Group
New Jersey
$231K +$231K +1,071 New
MIM
2018
Montgomery Investment Management
Maryland
$229K
IC
2019
Investment Counsel
Michigan
$229K
First Eagle Investment Management
2020
First Eagle Investment Management
New York
$228K
FIAS
2021
FinTrust Investment Advisory Services
South Carolina
$227K
AC
2022
Allstate Corporation
Illinois
$224K -$396 -2 -0.2%
FFG
2023
Ford Financial Group
California
$224K +$224K +1,105 New
AFM
2024
Abbot Financial Management
Massachusetts
$223K +$223K +1,125 New
LFA
2025
Landmark Financial Advisors
Kentucky
$222K