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Berkshire Hathaway Class B

2,166 hedge funds and large institutions have $181B invested in Berkshire Hathaway Class B in 2018 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 892 increasing their positions, 850 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 73

30% more call options, than puts

Call options by funds: $2.2B | Put options by funds: $1.69B

2% more funds holding in top 10

Funds holding in top 10: 441450 (+9)

5% more repeat investments, than reductions

Existing positions increased: 892 | Existing positions reduced: 850

0% more capital invested

Capital invested by funds: $180B → $181B (+$655M)

0% more funds holding

Funds holding: 2,1602,166 (+6)

0.89% less ownership

Funds ownership: 68.45%67.56% (-0.89%)

Holders
2,166
Holders Change
+6
Holders Change %
+0.28%
% of All Funds
49.64%
Holding in Top 10
450
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+2.04%
% of All Funds
10.31%
New
107
Increased
892
Reduced
850
Closed
73
Calls
$2.2B
Puts
$1.69B
Net Calls
+$505M
Net Calls Change
+$166M
Name Holding Trade Value Shares
Change
Change in
Stake
WCWM
2026
Willow Creek Wealth Management
California
$232K +$238K +1,161 New
ME
2027
McIlrath & Eck
Washington
$231K -$32.6K -159 -12%
MIM
2028
Montgomery Investment Management
Maryland
$230K
AL
2029
Arnhold LLC
New York
$229K +$236K +1,150 New
FIAS
2030
FinTrust Investment Advisory Services
South Carolina
$228K
PA
2031
Parkside Advisors
California
$227K +$234K +1,140 New
AFM
2032
Abbot Financial Management
Massachusetts
$224K
SHA
2033
Seneca House Advisors
Virginia
$224K +$9.24K +45 +4%
CCA
2034
Clearwater Capital Advisors
Illinois
$224K +$10.3K +50 +5%
VIM
2035
Vista Investment Management
Pennsylvania
$223K
JWBC
2036
John W. Bristol & Co
New York
$222K
BBA
2037
Braun-Bostich & Associates
Pennsylvania
$220K
CAM
2038
Chesapeake Asset Management
New York
$219K
CF
2039
Copperwynd Financial
Arizona
$216K
DA
2040
DSC Advisors
Illinois
$216K +$13.1K +64 +6%
HCM
2041
Harvest Capital Management
New Hampshire
$214K
TG
2042
TLP Group
Illinois
$214K +$221K +1,075 New
CIA
2043
Cascade Investment Advisors
Oregon
$214K +$61.6K +300 +39%
DK
2044
Darrell & King
Virginia
$213K -$109K -530 -33%
ACP
2045
Aveo Capital Partners
Colorado
$213K -$8.21K -40 -4%
GG
2046
GenWealth Group
New Jersey
$213K
MFG
2047
Monte Financial Group
Connecticut
$213K
ZAM
2048
Zevin Asset Management
Massachusetts
$213K
CGL
2049
Clarius Group LLC
Washington
$212K +$10.1K +49 +5%
FMP
2050
Financial Management Professionals
Texas
$210K

BRK.B Hedge Fund Activity: Q1 2018 in Review

2,166 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q1 2018, worth a combined $181B — up 0.36% from $180B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new BRK.B positions and 73 closed out — a net gain of 34 holders — while 892 added to existing stakes and 850 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $722M. The largest seller was Gates Foundation Trust, cutting an estimated $1.03B.

  • 2,166 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q1 2018, up from 2,160 in Q4 2017.
  • Funds reported $181B of Berkshire Hathaway Class B stock for Q1 2018, up 0.36% quarter-over-quarter.
  • 107 funds opened new Berkshire Hathaway Class B positions in Q1 2018 and 73 closed out, a net change of +34 holders.
  • The largest Berkshire Hathaway Class B buyer in Q1 2018 was Deutsche Bank, an estimated $722M added.
  • The largest Berkshire Hathaway Class B seller in Q1 2018 was Gates Foundation Trust, an estimated $1.03B sold.

Based on aggregated 13F filings for Q1 2018.