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Berkshire Hathaway Class B

2,394 hedge funds and large institutions have $187B invested in Berkshire Hathaway Class B in 2018 Q4 according to their latest regulatory filings, with 285 funds opening new positions, 972 increasing their positions, 809 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,394
Holders Change
+180
Holders Change %
+8.13%
% of All Funds
53.43%
Holding in Top 10
539
Holding in Top 10 Change
+90
Holding in Top 10 Change %
+20.04%
% of All Funds
12.03%
New
285
Increased
972
Reduced
809
Closed
82
Calls
$3.71B
Puts
$2.03B
Net Calls
+$1.68B
Net Calls Change
+$500M
Name Holding Trade Value Shares
Change
Shares
Change %
CG
2001
CFO4Life Group
Texas
$473K +$473K +2,318 New
SNT
2002
Security National Trust
West Virginia
$472K
JWM
2003
JGP Wealth Management
Oregon
$472K
MC
2004
Matisse Capital
Oregon
$471K
CTB
2005
Country Trust Bank
Illinois
$470K -$204 -1 -0%
BCA
2006
Benchmark Capital Advisors
New York
$470K
CA
2007
Claro Advisors
Massachusetts
$470K +$470K +2,193 New
PA
2008
PFG Advisors
Arizona
$470K +$470K +2,278 New
CAG
2009
Csenge Advisory Group
Florida
$468K +$166K +812 +55%
SAM
2010
Sequent Asset Management
Texas
$465K
MAM
2011
Marquette Asset Management
Minnesota
$464K -$5.1K -25 -1%
SMG
2012
Smart Money Group
Texas
$463K +$6.12K +30 +1%
RWMH
2013
Riverpoint Wealth Management Holdings
Illinois
$462K -$30.9K -152 -6%
CHC
2014
City Holding Co
West Virginia
$462K +$40.8K +200 +10%
MCM
2015
Marathon Capital Management
Maryland
$461K -$20.4K -100 -4%
OAMG
2016
Odey Asset Management Group
United Kingdom
$459K
MC
2017
Miramar Capital
Illinois
$457K +$457K +2,215 New
AWM
2018
Affinity Wealth Management
Delaware
$457K +$457K +2,238 New
BHB
2019
Bank Hapoalim BM
Israel
$456K -$31.6K -155 -6%
MGAM
2020
McGowan Group Asset Management
Texas
$456K
WIA
2021
Wealthstreet Investment Advisors
Texas
$455K -$80.2K -399 -15%
MTC
2022
McDaniel Terry & Co
Texas
$455K -$5.11K -25 -1%
BCI
2023
Brinker Capital Investments
Pennsylvania
$455K +$89.4K +438 +24%
DWM
2024
Darwin Wealth Management
Florida
$453K -$2.65K -13 -0.6%
ARG
2025
Advisory Resource Group
Oklahoma
$452K +$452K +2,216 New