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Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

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

Top Buyers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$652M
2
PAG
Private Advisor Group
New Jersey
+$620M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$426M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$348M
5
Norges Bank
Norges Bank
Norway
+$270M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$933M
2
Morgan Stanley
Morgan Stanley
New York
-$524M
3
EVM
Eaton Vance Management
Massachusetts
-$407M
4
Deutsche Bank
Deutsche Bank
Germany
-$366M
5
Ameriprise
Ameriprise
Minnesota
-$310M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
2201
SimpliFi Inc
California
– -$403K -2,019 Closed
DACG
2202
Donor Advised Charitable Giving
California
– -$395K -1,981 Closed
HI
2203
Horizon Investments
North Carolina
– -$350K -1,757 Closed
PEA
2204
Pacific Edge Advisors
California
– -$346K -1,735 Closed
RFO
2205
RiverGlades Family Offices
Florida
– -$321K -1,610 Closed
LRIC
2206
Long Road Investment Counsel
Michigan
– -$319K -1,600 Closed
CCA
2207
Clearwater Capital Advisors
Illinois
– -$224K -1,120 Closed
DA
2208
DSC Advisors
Illinois
– -$216K -1,082 Closed
GG
2209
GenWealth Group
New Jersey
– -$213K -1,071 Closed
ZAM
2210
Zevin Asset Management
Massachusetts
– -$213K -1,070 Closed
DK
2211
Darrell & King
Virginia
– -$213K -1,070 Closed
MFG
2212
Monte Financial Group
Connecticut
– -$213K -1,068 Closed
ACP
2213
Aveo Capital Partners
Colorado
– -$213K -1,068 Closed
WCWM
2214
Wooster Corthell Wealth Management
Connecticut
– -$210K -1,052 Closed
CIS
2215
Connors Investor Services
Pennsylvania
– -$209K -1,050 Closed
GA
2216
Geller Advisors
New York
– -$209K -1,050 Closed
FDS
2217
First Dallas Securities
Texas
– -$205K -1,027 Closed
SSWM
2218
Sheets Smith Wealth Management
North Carolina
– -$205K -1,026 Closed
CWA
2219
Cypress Wealth Advisors
California
– -$203K -1,020 Closed
DE
2220
Day & Ennis
Georgia
– -$202K -1,015 Closed
BCAM
2221
Boston Common Asset Management
Massachusetts
– -$202K -1,011 Closed
CG
2222
Corundum Group
Colorado
– -$201K -1,006 Closed
LFA
2223
Landmark Financial Advisors
Kentucky
– -$200K -1,005 Closed
SMFG
2224
Sumitomo Mitsui Financial Group
Japan
– -$140K -700 Closed
OBWP
2225
O'Brien Wealth Partners
Massachusetts
– -$120K -600 Closed
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