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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 %
PFA
2126
Pathway Financial Advisors
Vermont
$56K -$97.3K -521 -63%
AA
2127
AlphaMark Advisors
Kentucky
$56K
AW
2128
Alpha Windward
Massachusetts
$52K -$4.26K -23 -8%
CWA
2129
Clarus Wealth Advisors
Arizona
$52K +$52K +263 New
CIM
2130
Contravisory Investment Management
Massachusetts
$51K
NC
2131
NewSquare Capital
Pennsylvania
$47K -$49K -250 -51%
PFGIA
2132
Patriot Financial Group Insurance Agency
Massachusetts
$47K -$18.8K -100 -29%
TODC
2133
Trustees of Dartmouth College
New Hampshire
$44K
AI
2134
ArchPoint Investors
Florida
$42K
LGWM
2135
Litman Gregory Wealth Management
California
$37K -$357K -1,931 -91%
LWA
2136
Lowe Wealth Advisors
Maryland
$37K
CAM
2137
Cacti Asset Management
Georgia
$37K
SAM
2138
Shamrock Asset Management
Texas
$37K
SFPIA
2139
Stevens First Principles Investment Advisors
California
$34K
RIA
2140
RPG Investment Advisory
California
$34K +$378 +2 +1%
HWM
2141
Holloway Wealth Management
Florida
$32K -$34K
QCIG
2142
Quad-Cities Investment Group
Iowa
$32K +$32K +174 New
FGAM
2143
Financial Gravity Asset Management
Texas
$29K +$5.04K +24 +21%
TFA
2144
Toth Financial Advisory
Virginia
$28K
KC
2145
KHP Capital
Oklahoma
$27K -$281K -1,500 -91%
RA
2146
Rational Advisors
New York
$27K +$9.5K +51 +54%
PWAG
2147
Polaris Wealth Advisory Group
California
$19K -$840K -4,287 -98%
JIR
2148
James Investment Research
Ohio
$19K
MPPLM
2149
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$18K
MFBTD
2150
MB Financial Bank - Trust Department
Illinois
$18K +$15.5K +82 +631%