BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

2,214 hedge funds and large institutions have $193B invested in Berkshire Hathaway Class B in 2018 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 894 increasing their positions, 839 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,214
Holders Change
+45
Holders Change %
+2.07%
% of All Funds
50.7%
Holding in Top 10
449
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+9.51%
% of All Funds
10.28%
New
126
Increased
894
Reduced
839
Closed
64
Calls
$3.05B
Puts
$1.87B
Net Calls
+$1.18B
Net Calls Change
+$906M

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
+$1.82B
2
Capital International Investors
Capital International Investors
California
+$820M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$650M
4
State Street
State Street
Massachusetts
+$535M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$513M

Top Sellers

1
HAG
HighPoint Advisor Group
Illinois
-$7.54B
2
PAG
Private Advisor Group
New Jersey
-$691M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$638M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$610M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$480M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
2176
Clarus Wealth Advisors
Arizona
$51K -$5.12K -24 -9%
NC
2177
NewSquare Capital
Pennsylvania
$51K – – –
TG
2178
TLP Group
Illinois
$50K -$64.4K -299 -56%
TODC
2179
Trustees of Dartmouth College
New Hampshire
$50K – – –
AI
2180
ArchPoint Investors
Florida
$48K – – –
NMC
2181
Nine Masts Capital
Hong Kong
$48K +$48K +2,246 New
CAM
2182
Cacti Asset Management
Georgia
$43K – – –
LGWM
2183
Litman Gregory Wealth Management
California
$43K – – –
SAM
2184
Shamrock Asset Management
Texas
$43K – – –
LWA
2185
Lowe Wealth Advisors
Maryland
$43K – – –
PI
2186
Parkside Investments
Illinois
$42K +$42K +200 New
SFPIA
2187
Stevens First Principles Investment Advisors
California
$39K – – –
RIA
2188
RPG Investment Advisory
California
$39K – – –
QCIG
2189
Quad-Cities Investment Group
Iowa
$38K – – –
HWM
2190
Holloway Wealth Management
Florida
$36K -$32K – –
SC
2191
Sawyer & Company
Massachusetts
$35K -$51.2K -240 -59%
TFA
2192
Toth Financial Advisory
Virginia
$32K – – –
KC
2193
KHP Capital
Oklahoma
$31K – – –
FGAM
2194
Financial Gravity Asset Management
Texas
$29K +$1.01K +5 +4%
AMCA
2195
Arthur M. Cohen & Associates
Illinois
$28.2K -$723 -3,263 -3%
WAM
2196
Wolverine Asset Management
Illinois
$16K – – –
ED
2197
Exane Derivatives
France
$15.1K -$646 -3 -4%
CAGAS
2198
Capital Advisory Group Advisory Services
Minnesota
$13K +$9.86K +47 +313%
RIM
2199
Rampart Investment Management
Connecticut
$12.2K -$676 -3,159 -5%
CWSR
2200
Chessman Wealth Strategies RIA
Texas
$12K +$12K +54 New
86 87
88
89 90