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Berkshire Hathaway Class B

2,166 hedge funds and large institutions have $181B invested in Berkshire Hathaway Class B in 2018 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 892 increasing their positions, 850 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 73

30% more call options, than puts

Call options by funds: $2.2B | Put options by funds: $1.69B

2% more funds holding in top 10

Funds holding in top 10: 441450 (+9)

5% more repeat investments, than reductions

Existing positions increased: 892 | Existing positions reduced: 850

0% more capital invested

Capital invested by funds: $180B → $181B (+$655M)

0% more funds holding

Funds holding: 2,1602,166 (+6)

0.89% less ownership

Funds ownership: 68.45%67.56% (-0.89%)

Holders
2,166
Holders Change
+6
Holders Change %
+0.28%
% of All Funds
49.64%
Holding in Top 10
450
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+2.04%
% of All Funds
10.31%
New
107
Increased
892
Reduced
850
Closed
73
Calls
$2.2B
Puts
$1.69B
Net Calls
+$505M
Net Calls Change
+$166M
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
2001
Private Capital Advisors
Connecticut
$259K
RFWA
2002
RPg Family Wealth Advisory
Massachusetts
$259K +$6.16K +30 +2%
GA
2003
Gateway Advisory
New Jersey
$257K -$98.8K -481 -27%
SAS
2004
Stelac Advisory Services
New York
$257K +$154K +750 +139%
CTA
2005
Chesley Taft & Associates
Illinois
$254K -$61K -297 -19%
SCM
2006
Shapiro Capital Management
Georgia
$253K
LSA
2007
L & S Advisors
California
$252K
FFG
2008
Ford Financial Group
California
$252K +$32.9K +160 +14%
BWM
2009
BigSur Wealth Management
Florida
$252K +$259K +1,263 New
PCA
2010
Peddock Capital Advisors
Massachusetts
$251K
FCAG
2011
First Capital Advisors Group
New Jersey
$251K +$17.9K +87 +7%
CWM
2012
Chesapeake Wealth Management
Virginia
$251K +$258K +1,258 New
AWA
2013
Alaska Wealth Advisors
Alaska
$250K +$258K +1,258 New
MAM
2014
Mastrapasqua Asset Management
Tennessee
$249K
BWL
2015
Bogart Wealth LLC
Virginia
$249K +$82.5K +402 +48%
RC
2016
RBF Capital
California
$248K
HA
2017
Harborview Advisors
Maine
$247K +$255K +1,240 New
RCM
2018
RNC Capital Management
California
$246K -$195K -950 -44%
WFWM
2019
Wechter Feldman Wealth Management
New Jersey
$246K +$8.83K +43 +4%
MFG
2020
Merit Financial Group
Georgia
$245K -$9.65K -47 -4%
CCM
2021
Cohen Capital Management
California
$244K
KIC
2022
Keating Investment Counselors
Florida
$241K -$5.13K -25 -2%
PT
2023
Plimoth Trust
Massachusetts
$240K -$12.3K -60 -5%
IC
2024
Investment Counsel
Michigan
$235K +$5.13K +25 +2%
BW
2025
Biegel & Waller
Maryland
$235K +$27.7K +135 +13%

BRK.B Hedge Fund Activity: Q1 2018 in Review

2,166 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q1 2018, worth a combined $181B — up 0.36% from $180B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new BRK.B positions and 73 closed out — a net gain of 34 holders — while 892 added to existing stakes and 850 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $722M. The largest seller was Gates Foundation Trust, cutting an estimated $1.03B.

  • 2,166 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q1 2018, up from 2,160 in Q4 2017.
  • Funds reported $181B of Berkshire Hathaway Class B stock for Q1 2018, up 0.36% quarter-over-quarter.
  • 107 funds opened new Berkshire Hathaway Class B positions in Q1 2018 and 73 closed out, a net change of +34 holders.
  • The largest Berkshire Hathaway Class B buyer in Q1 2018 was Deutsche Bank, an estimated $722M added.
  • The largest Berkshire Hathaway Class B seller in Q1 2018 was Gates Foundation Trust, an estimated $1.03B sold.

Based on aggregated 13F filings for Q1 2018.