BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,157 hedge funds and large institutions have $180B invested in Berkshire Hathaway Class B in 2017 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 757 increasing their positions, 812 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,157
Holders Change
+211
Holders Change %
+10.84%
% of All Funds
48.99%
Holding in Top 10
440
Holding in Top 10 Change
+49
Holding in Top 10 Change %
+12.53%
% of All Funds
9.99%
New
282
Increased
757
Reduced
812
Closed
52
Calls
$2.2B
Puts
$1.86B
Net Calls
+$339M
Net Calls Change
+$232M

Top Buyers

1
State Street
State Street
Massachusetts
+$539M
2
Deutsche Bank
Deutsche Bank
Germany
+$413M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$372M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$331M
5
UBS Group
UBS Group
Switzerland
+$267M

Top Sellers

1
SWA
SFMG Wealth Advisors
Texas
-$8.99B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$991M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$326M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$322M
5
Bank of America
Bank of America
North Carolina
-$253M
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
2026
Corbenic Partners
Pennsylvania
$222K +$9.1K +46 +4%
JWBC
2027
John W. Bristol & Co
New York
$221K – – –
VIM
2028
Vista Investment Management
Pennsylvania
$221K +$221K +1,117 New
ACP
2029
Aveo Capital Partners
Colorado
$220K – – –
CAM
2030
Chesapeake Asset Management
New York
$218K – – –
BBA
2031
Braun-Bostich & Associates
Pennsylvania
$218K +$218K +1,101 New
EF
2032
Empirical Finance
Pennsylvania
$215K -$224K -1,132 -51%
EWM
2033
Empirical Wealth Management
Washington
$215K -$7.34K -37 -3%
CWA
2034
Cypress Wealth Advisors
California
$214K +$214K +1,081 New
CF
2035
Copperwynd Financial
Arizona
$214K +$214K +1,082 New
SHA
2036
Seneca House Advisors
Virginia
$213K +$213K +1,075 New
PVWM
2037
Point View Wealth Management
New Jersey
$213K +$213K +1,075 New
HCM
2038
Harvest Capital Management
New Hampshire
$213K +$213K +1,075 New
MFG
2039
Monte Financial Group
Connecticut
$212K +$212K +1,068 New
ZAM
2040
Zevin Asset Management
Massachusetts
$212K +$212K +1,070 New
CCA
2041
Clearwater Capital Advisors
Illinois
$212K +$212K +1,070 New
SC
2042
SRB Corp
Massachusetts
$209K +$13.1K +66 +7%
FMP
2043
Financial Management Professionals
Texas
$208K +$395 +2 +0.2%
DC
2044
Derby & Company
Massachusetts
$208K +$208K +1,050 New
UC
2045
Unio Capital
New Jersey
$208K +$208K +1,050 New
GA
2046
Geller Advisors
New York
$208K +$208K +1,050 New
FRM
2047
Fox Run Management
Connecticut
$208K +$208K +1,050 New
CWM
2048
Connecticut Wealth Management
Connecticut
$207K +$207K +1,021 New
BW
2049
Biegel & Waller
Maryland
$207K +$207K +1,043 New
NF
2050
Nikulski Financial
Iowa
$206K +$206K +1,037 New
80 81
82
83 84