BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,394 hedge funds and large institutions have $187B invested in Berkshire Hathaway Class B in 2018 Q4 according to their latest regulatory filings, with 285 funds opening new positions, 972 increasing their positions, 809 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,394
Holders Change
+180
Holders Change %
+8.13%
% of All Funds
53.43%
Holding in Top 10
539
Holding in Top 10 Change
+90
Holding in Top 10 Change %
+20.04%
% of All Funds
12.03%
New
285
Increased
972
Reduced
809
Closed
82
Calls
$3.71B
Puts
$2.03B
Net Calls
+$1.68B
Net Calls Change
+$500M

Top Buyers

1
MAM
Magellan Asset Management
Australia
+$934M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$804M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$801M
4
BlackRock
BlackRock
New York
+$606M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$447M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.02B
2
Deutsche Bank
Deutsche Bank
Germany
-$522M
3
State Street
State Street
Massachusetts
-$508M
4
CWM
Cornerstone Wealth Management
Missouri
-$338M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$260M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
2026
MV Capital Management
Maryland
$451K – – –
MMG
2027
Monetary Management Group
Missouri
$450K -$9.81K -48 -2%
FBT
2028
First Bank & Trust
South Dakota
$448K +$57.6K +282 +15%
RB
2029
Rodgers Brothers
Pennsylvania
$440K +$72.7K +356 +20%
RCM
2030
Radnor Capital Management
Pennsylvania
$437K +$3.68K +18 +0.8%
LCAM
2031
London & Capital Asset Management
United Kingdom
$437K +$437K +2,140 New
EB
2032
Eastern Bank
Massachusetts
$432K – – –
LIM
2033
Lagoda Investment Management
New York
$430K -$197K -965 -31%
QPWM
2034
Quadrant Private Wealth Management
Pennsylvania
$429K – – –
IIM
2035
Ironwood Investment Management
Massachusetts
$429K +$612 +3 +0.1%
DLHL
2036
Donald L. Hagan LLC
Florida
$428K +$1.02K +5 +0.2%
FLI
2037
Family Legacy Inc
South Carolina
$428K +$60.2K +295 +16%
DRD
2038
Dennis R. Delaney
$427K -$20.4K -100 -5%
BP
2039
Broadleaf Partners
Ohio
$427K – – –
FNBTCON
2040
First National Bank & Trust Co of Newtown
Pennsylvania
$424K -$3.47K -17 -0.8%
HP
2041
HT Partners
Connecticut
$423K +$15.1K +74 +4%
OSNBOA
2042
Old Second National Bank of Aurora
Illinois
$421K – – –
SFWC
2043
Strategic Family Wealth Counselors
New Jersey
$421K +$421K +2,060 New
WC
2044
Weil Company
California
$420K – – –
RP
2045
Rowlandmiller & Partners
Georgia
$419K – – –
AIA
2046
Allied Investment Advisors
Montana
$416K +$3.47K +17 +0.8%
MWPCG
2047
Measured Wealth Private Client Group
New Hampshire
$415K -$171K -840 -29%
SWMG
2048
Strategic Wealth Management Group
Maryland
$414K +$414K +2,026 New
FA
2049
FC Advisory
Pennsylvania
$413K – – –
TF
2050
TimeScale Financial
Massachusetts
$413K +$413K +2,021 New
80 81
82
83 84