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Berkshire Hathaway Class B

2,169 hedge funds and large institutions have $167B invested in Berkshire Hathaway Class B in 2018 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 893 increasing their positions, 831 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,169
Holders Change
+7
Holders Change %
+0.32%
% of All Funds
49.72%
Holding in Top 10
410
Holding in Top 10 Change
-39
Holding in Top 10 Change %
-8.69%
% of All Funds
9.4%
New
91
Increased
893
Reduced
831
Closed
65
Calls
$2B
Puts
$1.73B
Net Calls
+$271M
Net Calls Change
-$235M
Name Holding Trade Value Shares
Change
Shares
Change %
GA
2026
Gateway Advisory
New Jersey
$241K
SAS
2027
Stelac Advisory Services
New York
$241K
WSC
2028
Wellington Shields & Co
New York
$238K -$23.4K -125 -9%
CTA
2029
Chesley Taft & Associates
Illinois
$238K
SCM
2030
Shapiro Capital Management
Georgia
$237K
FFG
2031
Ford Financial Group
California
$237K
OCM
2032
Oakwood Capital Management
California
$237K +$237K +1,270 New
BWM
2033
BigSur Wealth Management
Florida
$236K
PCA
2034
Peddock Capital Advisors
Massachusetts
$235K
FCAG
2035
First Capital Advisors Group
New Jersey
$235K
CWM
2036
Chesapeake Wealth Management
Virginia
$235K
SCM
2037
Stonebridge Capital Management
California
$234K -$1.9M -10,150 -89%
BFG
2038
Barber Financial Group
Kansas
$234K +$234K +1,255 New
PAG
2039
Pinnacle Advisory Group
Maryland
$233K -$877K -4,692 -79%
MAM
2040
Mastrapasqua Asset Management
Tennessee
$233K
CCM
2041
Cohen Capital Management
California
$233K
RC
2042
RBF Capital
California
$232K
BWL
2043
Bogart Wealth LLC
Virginia
$231K
LSA
2044
L & S Advisors
California
$230K -$5.22K -28 -2%
MFG
2045
Merit Financial Group
Georgia
$229K
VIM
2046
Vista Investment Management
Pennsylvania
$228K +$19.4K +104 +9%
KIC
2047
Keating Investment Counselors
Florida
$226K
LWS
2048
Lucia Wealth Services
California
$221K -$174K -934 -44%
CGL
2049
Clarius Group LLC
Washington
$218K +$19.6K +105 +10%
SAM
2050
Stansberry Asset Management
Texas
$217K +$26.1K +140 +14%