BRK.B icon

Berkshire Hathaway Class B

2,162 hedge funds and large institutions have $181B invested in Berkshire Hathaway Class B in 2018 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 891 increasing their positions, 849 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,162
Holders Change
+5
Holders Change %
+0.23%
% of All Funds
49.62%
Holding in Top 10
449
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+2.05%
% of All Funds
10.31%
New
106
Increased
891
Reduced
849
Closed
73
Calls
$2.2B
Puts
$1.69B
Net Calls
+$505M
Net Calls Change
+$166M
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
2126
Chandler Asset Management
California
$44K +$44K +221 New
OPWM
2127
Oak Point Wealth Management
Michigan
$41K +$41K +213 New
LWA
2128
Lowe Wealth Advisors
Maryland
$40K
SAM
2129
Shamrock Asset Management
Texas
$40K
CAM
2130
Cacti Asset Management
Georgia
$39K
RIA
2131
RPG Investment Advisory
California
$36K
SFPIA
2132
Stevens First Principles Investment Advisors
California
$36K
CFC
2133
Coyle Financial Counsel
Illinois
$36K +$36K +178 New
HWM
2134
Holloway Wealth Management
Florida
$34K -$33K
DSN
2135
D. Scott Neal
Kentucky
$30K
TFA
2136
Toth Financial Advisory
Virginia
$30K +$10K +50 +50%
OSAM
2137
O'Shaughnessy Asset Management
Connecticut
$29K +$29K +143 New
MIFH
2138
Migdal Insurance & Financial Holdings
Israel
$26K +$26K +130 New
CA
2139
Centerpoint Advisors
Massachusetts
$23K -$36.5K -184 -61%
FGC
2140
Financial Gravity Companies
Texas
$22K -$4.63K -24 -17%
FGAM
2141
Financial Gravity Asset Management
Texas
$22K +$22K +114 New
JIR
2142
James Investment Research
Ohio
$20K -$250K -1,250 -93%
MPPLM
2143
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$20K
RA
2144
Rational Advisors
New York
$19K +$19K +94 New
CAM
2145
CenterStar Asset Management
Illinois
$18K
WAM
2146
Wolverine Asset Management
Illinois
$15K +$15K +79 New
ED
2147
Exane Derivatives
France
$14.5K +$1.96K +10 +16%
TI
2148
TT International
United Kingdom
$14.2K +$502 +2,518 +4%
OFS
2149
Orrstown Financial Services
Pennsylvania
$10K
ST
2150
Somerset Trust
Pennsylvania
$9K