We are live on ! Find out more
BRK.B icon

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
PFA
2076
Pathway Financial Advisors
Vermont
$164K
LD
2077
Lipe & Dalton
New York
$160K
PCA
2078
Providence Capital Advisors
North Carolina
$160K
GEA
2079
Glen Eagle Advisors
New Jersey
$159K +$137K +666 +501%
CB
2080
CNB Bank
Pennsylvania
$158K
WAM
2081
Watermark Asset Management
California
$157K +$51.3K +250 +46%
C
2082
Cerebellum
California
$144K -$167K -814 -53%
SEIA
2083
Signature Estate & Investment Advisors
California
$140K
SMFG
2084
Sumitomo Mitsui Financial Group
Japan
$140K +$144K +700 New
IBOK
2085
Independence Bank of Kentucky
Kentucky
$133K
FWC
2086
First Washington Corp
Washington
$130K
MIM
2087
Macroview Investment Management
Maryland
$130K +$133K +650 New
NSB
2088
Norway Savings Bank
Maine
$129K -$7.19K -35 -5%
WWMSC
2089
Wagner Wealth Management (South Carolina)
South Carolina
$125K +$3.9K +19 +3%
PRS
2090
Pinkerton Retirement Specialists
Idaho
$124K -$6.16K -30 -5%
BCP
2091
Blue Chip Partners
Michigan
$123K
BCP
2092
Blackhawk Capital Partners
Wisconsin
$123K +$33.9K +165 +37%
GCM
2093
Gables Capital Management
Florida
$120K +$123K +600 New
OBWP
2094
O'Brien Wealth Partners
Massachusetts
$120K +$123K +600 New
TDC
2095
Thompson Davis & Co
Virginia
$119K -$365K -1,778 -75%
MWM
2096
MinichMacGregor Wealth Management
New York
$119K -$4.52K -22 -4%
LFG
2097
LifePlan Financial Group
Ohio
$118K +$122K +592 New
FRA
2098
Front Row Advisors
California
$107K +$12.3K +60 +13%
SFM
2099
Signet Financial Management
New Jersey
$106K +$109K +533 New
HFP
2100
Holistic Financial Partners
Indiana
$103K +$1.85K +9 +2%

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.