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Berkshire Hathaway Class B

2,214 hedge funds and large institutions have $193B invested in Berkshire Hathaway Class B in 2018 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 894 increasing their positions, 839 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,214
Holders Change
+45
Holders Change %
+2.07%
% of All Funds
50.7%
Holding in Top 10
449
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+9.51%
% of All Funds
10.28%
New
126
Increased
894
Reduced
839
Closed
64
Calls
$3.05B
Puts
$1.87B
Net Calls
+$1.18B
Net Calls Change
+$906M
Name Holding Trade Value Shares
Change
Shares
Change %
MMM
2001
Mendel Money Management
Illinois
$298K +$298K +1,392 New
KM
2002
Kalos Management
Georgia
$296K +$32K +150 +12%
AssetMark Inc
2003
AssetMark Inc
California
$296K +$116K +542 +64%
FCFC
2004
First Commonwealth Financial Corp
Pennsylvania
$295K -$6K -28 -2%
ST
2005
Sentinel Trust
Texas
$295K +$295K +1,379 New
VWM
2006
Venturi Wealth Management
Texas
$294K
CWP
2007
Capital Wealth Planning
Florida
$293K
TFO
2008
Tarbox Family Office
California
$292K -$73.7K -345 -20%
NCM
2009
Narwhal Capital Management
Georgia
$290K
RPA
2010
Rock Point Advisors
Vermont
$289K -$10.3K -48 -3%
HBWM
2011
Hollow Brook Wealth Management
New York
$289K -$5.35K -25 -2%
SAM
2012
Stansberry Asset Management
Texas
$287K +$38.1K +178 +15%
VSWA
2013
Vontobel Swiss Wealth Advisors
Switzerland
$286K -$74.8K -350 -21%
WFWM
2014
Wechter Feldman Wealth Management
New Jersey
$286K -$642 -3 -0.2%
CWM
2015
Capital Wealth Management
Rhode Island
$285K -$214K -1,000 -43%
AC
2016
Allstate Corporation
Illinois
$285K -$44.4K -207 -13%
WPC
2017
White Pine Capital
Minnesota
$285K -$32.1K -150 -10%
LSA
2018
L & S Advisors
California
$284K +$19.9K +93 +8%
RCM
2019
RNC Capital Management
California
$283K -$37.5K -175 -12%
SHGA
2020
Sand Hill Global Advisors
California
$281K -$9.85K -46 -3%
DCM
2021
Dynamic Capital Management
Jersey
$278K -$86.8K -406 -24%
PCA
2022
Private Capital Advisors
Connecticut
$278K
BIM
2023
Bridgecreek Investment Management
Oklahoma
$278K
OPTFSNA
2024
Old Point Trust & Financial Services N A
Virginia
$278K
BFG
2025
Barber Financial Group
Kansas
$277K +$8.56K +40 +3%