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 %
CTA
2001
Chesley Taft & Associates
Illinois
$254K -$59.2K -297 -19%
SCM
2002
Shapiro Capital Management
Georgia
$253K – – –
LSA
2003
L & S Advisors
California
$252K – – –
FFG
2004
Ford Financial Group
California
$252K +$31.9K +160 +14%
BWM
2005
BigSur Wealth Management
Florida
$252K +$252K +1,263 New
PCA
2006
Peddock Capital Advisors
Massachusetts
$251K – – –
FCAG
2007
First Capital Advisors Group
New Jersey
$251K +$17.3K +87 +7%
CWM
2008
Chesapeake Wealth Management
Virginia
$251K +$251K +1,258 New
AWA
2009
Alaska Wealth Advisors
Alaska
$250K +$250K +1,258 New
MAM
2010
Mastrapasqua Asset Management
Tennessee
$249K – – –
BWL
2011
Bogart Wealth LLC
Virginia
$249K +$80.7K +402 +48%
RC
2012
RBF Capital
California
$248K – – –
HA
2013
Harborview Advisors
Maine
$247K +$247K +1,240 New
RCM
2014
RNC Capital Management
California
$246K -$190K -950 -44%
WFWM
2015
Wechter Feldman Wealth Management
New Jersey
$246K +$8.57K +43 +4%
MFG
2016
Merit Financial Group
Georgia
$245K -$9.35K -47 -4%
CCM
2017
Cohen Capital Management
California
$244K – – –
KIC
2018
Keating Investment Counselors
Florida
$241K -$4.98K -25 -2%
PT
2019
Plimoth Trust
Massachusetts
$240K -$12K -60 -5%
IC
2020
Investment Counsel
Michigan
$235K +$4.98K +25 +2%
BW
2021
Biegel & Waller
Maryland
$235K +$26.9K +135 +13%
WCWM
2022
Willow Creek Wealth Management
California
$232K +$232K +1,161 New
ME
2023
McIlrath & Eck
Washington
$231K -$31.7K -159 -12%
MIM
2024
Montgomery Investment Management
Maryland
$230K – – –
AL
2025
Arnhold LLC
New York
$229K +$229K +1,150 New
79 80
81
82 83