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Berkshire Hathaway Class B

2,413 hedge funds and large institutions have $194B invested in Berkshire Hathaway Class B in 2019 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 1,008 increasing their positions, 928 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,413
Holders Change
-4
Holders Change %
-0.17%
% of All Funds
53%
Holding in Top 10
439
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-4.98%
% of All Funds
9.64%
New
98
Increased
1,008
Reduced
928
Closed
83
Calls
$3.06B
Puts
$2.77B
Net Calls
+$294M
Net Calls Change
-$260M
Name Holding Trade Value Shares
Change
Shares
Change %
GCMG
2001
Gyroscope Capital Management Group
Florida
$503K
WPA
2002
West Paces Advisors
Georgia
$502K
TP
2003
Tranquility Partners
Tennessee
$501K -$27K -130 -5%
PIA
2004
Phoenix Investment Adviser
New York
$500K -$800K -3,850 -62%
PCA
2005
Providence Capital Advisors
North Carolina
$500K
CMI
2006
Clare Market Investments
Texas
$499K -$121K -584 -20%
BWAM
2007
Boyd Watterson Asset Management
Ohio
$499K -$43.9K -211 -8%
HP
2008
HT Partners
Connecticut
$499K +$14.8K +71 +3%
SCM
2009
Shapiro Capital Management
Georgia
$498K -$62.4K -300 -11%
SWMG
2010
Strategic Wealth Management Group
Maryland
$497K -$28.3K -136 -5%
HCM
2011
Hodges Capital Management
Texas
$497K
MAA
2012
Matrix Asset Advisors
New York
$495K +$4.57K +22 +0.9%
WIP
2013
Wellesley Investment Partners
Massachusetts
$495K +$123K +593 +33%
DAM
2014
Diamant Asset Management
Connecticut
$494K -$41.6K -200 -8%
FCFC
2015
First Commonwealth Financial Corp
Pennsylvania
$493K +$32K +154 +7%
SQA
2016
Simon Quick Advisors
New Jersey
$488K +$79.4K +382 +19%
VBFP
2017
Valtinson Bruner Financial Planning
Minnesota
$486K -$416 -2 -0.1%
VFP
2018
Verus Financial Partners
Virginia
$486K +$106K +512 +28%
BSPF
2019
British Steel Pension Fund
United Kingdom
$484K -$340K -1,633 -41%
CIA
2020
CSat Investment Advisory
Michigan
$483K +$52.5K +252 +12%
MC
2021
Matisse Capital
Oregon
$479K
SIS
2022
Sound Income Strategies
Florida
$479K +$15.2K +73 +3%
SNT
2023
Security National Trust
West Virginia
$476K -$1.04K -5 -0.2%
NED
2024
Nancy E. Dempze
$475K -$58.2K -280 -11%
SC
2025
SRB Corp
Massachusetts
$475K -$21.4K -103 -4%