BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,169 hedge funds and large institutions have $167B invested in Berkshire Hathaway Class B in 2018 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 893 increasing their positions, 831 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,169
Holders Change
+7
Holders Change %
+0.32%
% of All Funds
49.72%
Holding in Top 10
410
Holding in Top 10 Change
-39
Holding in Top 10 Change %
-8.69%
% of All Funds
9.4%
New
91
Increased
893
Reduced
831
Closed
65
Calls
$2B
Puts
$1.73B
Net Calls
+$271M
Net Calls Change
-$235M

Top Buyers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$652M
2
PAG
Private Advisor Group
New Jersey
+$620M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$426M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$348M
5
Norges Bank
Norges Bank
Norway
+$270M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$933M
2
Morgan Stanley
Morgan Stanley
New York
-$524M
3
EVM
Eaton Vance Management
Massachusetts
-$407M
4
Deutsche Bank
Deutsche Bank
Germany
-$366M
5
Ameriprise
Ameriprise
Minnesota
-$310M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEPPG
2001
New England Professional Planning Group
Rhode Island
$269K – – –
SCC
2002
Spring Creek Capital
Kansas
$269K +$269K +1,442 New
AWA
2003
Alaska Wealth Advisors
Alaska
$267K +$32.6K +175 +14%
CA
2004
Centerpoint Advisors
Massachusetts
$266K +$244K +1,309 +1,128%
FCFC
2005
First Commonwealth Financial Corp
Pennsylvania
$262K +$5.22K +28 +2%
CISOA
2006
Capital Investment Services of America
Wisconsin
$261K – – –
RPGK
2007
Retirement Planning Group (Kansas)
Kansas
$261K – – –
RPA
2008
Rock Point Advisors
Vermont
$261K +$261K +1,399 New
BMM
2009
Berkshire Money Management
Massachusetts
$258K +$1.69K +9 +0.7%
HBWM
2010
Hollow Brook Wealth Management
New York
$257K – – –
CWP
2011
Capital Wealth Planning
Florida
$256K – – –
SCP
2012
Silverleafe Capital Partners
Tennessee
$254K +$6.15K +33 +2%
NCM
2013
Narwhal Capital Management
Georgia
$253K – – –
SHGA
2014
Sand Hill Global Advisors
California
$253K +$61.5K +330 +32%
MAM
2015
Marquette Asset Management
Minnesota
$252K – – –
BWFA
2016
Baltimore-Washington Financial Advisors
Maryland
$252K +$3.54K +19 +1%
UC
2017
Unio Capital
New Jersey
$252K +$56K +300 +29%
WFWM
2018
Wechter Feldman Wealth Management
New Jersey
$250K +$19.8K +106 +9%
FPIS
2019
Financial Planning & Information Services
Wisconsin
$247K – – –
KM
2020
Kalos Management
Georgia
$246K +$246K +1,237 New
OPTFSNA
2021
Old Point Trust & Financial Services N A
Virginia
$243K – – –
BIM
2022
Bridgecreek Investment Management
Oklahoma
$243K – – –
PCA
2023
Private Capital Advisors
Connecticut
$243K – – –
DC
2024
Derby & Company
Massachusetts
$243K +$243K +1,300 New
CBT
2025
Central Bank & Trust
Kentucky
$241K -$16.8K -90 -7%
79 80
81
82 83