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 %
HWA
2126
Heritage Way Advisors
Illinois
$343K – – –
UWM
2127
USAdvisors Wealth Management
Minnesota
$342K +$86.7K +425 +34%
OCM
2128
One Capital Management
California
$341K – – –
FM
2129
Foster & Motley
Ohio
$340K – – –
TF
2130
Trek Financial
Arizona
$340K +$340K +1,663 New
IWA
2131
Independence Wealth Advisors
Virginia
$337K – – –
RP
2132
Riverbridge Partners
Minnesota
$336K – – –
VST
2133
Van Strum & Towne
California
$336K +$30.6K +150 +10%
VIM
2134
Vista Investment Management
Pennsylvania
$335K +$46.1K +226 +16%
AA
2135
Advisory Alpha
Michigan
$335K +$335K +1,649 New
SCI
2136
Stableford Capital II
Arizona
$334K -$43.9K -215 -12%
BCA
2137
Bray Capital Advisors
Florida
$334K – – –
AWA
2138
Artemis Wealth Advisors
New York
$333K – – –
PIM
2139
Progressive Investment Management
Oregon
$332K -$8.79K -43 -3%
MFW
2140
Meristem Family Wealth
Minnesota
$332K +$14.3K +70 +5%
MCM
2141
Mainstay Capital Management
Michigan
$331K -$17.3K -85 -5%
AAS
2142
Annex Advisory Services
Wisconsin
$331K -$7.76K -38 -2%
UF
2143
Univest Financial
Pennsylvania
$330K – – –
DIM
2144
DC Investments Management
Virginia
$330K +$330K +1,614 New
KIM
2145
Karpus Investment Management
New York
$328K +$8.38K +41 +3%
CWM
2146
Chesapeake Wealth Management
Virginia
$327K +$70.4K +345 +27%
IC
2147
Investment Counsel
Michigan
$326K – – –
ANB
2148
Amarillo National Bank
Texas
$324K – – –
RPGK
2149
Retirement Planning Group (Kansas)
Kansas
$324K +$18.4K +90 +6%
KM
2150
Kalos Management
Georgia
$322K +$36.8K +179 +13%
84 85
86
87 88