BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,416 hedge funds and large institutions have $184B invested in Berkshire Hathaway Class B in 2019 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 1,023 increasing their positions, 918 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,416
Holders Change
+22
Holders Change %
+0.92%
% of All Funds
52.37%
Holding in Top 10
450
Holding in Top 10 Change
-89
Holding in Top 10 Change %
-16.51%
% of All Funds
9.76%
New
136
Increased
1,023
Reduced
918
Closed
81
Calls
$2.68B
Puts
$1.98B
Net Calls
+$695M
Net Calls Change
-$982M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$460M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$425M
3
Legal & General Group
Legal & General Group
United Kingdom
+$304M
4
Renaissance Technologies
Renaissance Technologies
New York
+$269M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$187M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1B
2
Capital International Investors
Capital International Investors
California
-$404M
3
Canada Life
Canada Life
Manitoba, Canada
-$359M
4
Asset Management One
Asset Management One
Japan
-$295M
5
CS
Credit Suisse
Switzerland
-$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBV
2001
United Bank (Virginia)
Virginia
$479K – – –
Millennium Management
2002
Millennium Management
New York
$477K -$123M -609,812 -100%
HFBOT
2003
Home Federal Bank of Tennessee
Tennessee
$476K – – –
CG
2004
CFO4Life Group
Texas
$474K +$8.24K +41 +2%
CWG
2005
Cornerstone Wealth Group
North Carolina
$474K +$474K +2,359 New
MAA
2006
Matrix Asset Advisors
New York
$472K +$5.42K +27 +1%
W
2007
WealthOne
New York
$471K -$52.2K -260 -10%
DWM
2008
Darwin Wealth Management
Florida
$471K +$25.5K +127 +6%
VBFP
2009
Valtinson Bruner Financial Planning
Minnesota
$470K +$4.62K +23 +1%
GAMC
2010
Garner Asset Management Corp
Texas
$463K -$60.3K -300 -12%
MC
2011
Matisse Capital
Oregon
$463K – – –
SBWM
2012
Sunflower Bank Wealth Management
Arizona
$460K -$35.2K -175 -7%
SNT
2013
Security National Trust
West Virginia
$460K -$4.02K -20 -0.9%
SAM
2014
Sequent Asset Management
Texas
$457K – – –
LFASL
2015
Lugano Financial Advisors SA (LFA)
Switzerland
$457K +$7.43K +37 +2%
RI
2016
Rudd International
Florida
$455K +$52.1K +260 +13%
MCM
2017
Marathon Capital Management
Maryland
$454K – – –
CCC
2018
Chelsea Counsel Company
California
$452K -$30.1K -150 -6%
OAMG
2019
Odey Asset Management Group
United Kingdom
$452K – – –
FTC
2020
Farmers Trust Company
Ohio
$449K -$771K -3,836 -63%
MTC
2021
McDaniel Terry & Co
Texas
$447K – – –
MC
2022
Miramar Capital
Illinois
$445K – – –
SIS
2023
Sound Income Strategies
Florida
$444K +$44.2K +220 +11%
RIA
2024
Regal Investment Advisors
Michigan
$443K -$268K -1,334 -38%
KMWM
2025
Keudell/Morrison Wealth Management
Oregon
$443K +$443K +2,203 New
79 80
81
82 83