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Berkshire Hathaway Class B

2,397 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, 811 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 285 | Existing positions closed: 83

83% more call options, than puts

Call options by funds: $3.71B | Put options by funds: $2.03B

20% more funds holding in top 10

Funds holding in top 10: 450540 (+90)

20% more repeat investments, than reductions

Existing positions increased: 972 | Existing positions reduced: 811

8% more funds holding

Funds holding: 2,2182,397 (+179)

1.28% more ownership

Funds ownership: 66.11%67.38% (+1.3%)

3% less capital invested

Capital invested by funds: $193B → $187B (-$6.3B)

Holders
2,397
Holders Change
+179
Holders Change %
+8.07%
% of All Funds
53.41%
Holding in Top 10
540
Holding in Top 10 Change
+90
Holding in Top 10 Change %
+20%
% of All Funds
12.03%
New
285
Increased
972
Reduced
811
Closed
83
Calls
$3.71B
Puts
$2.03B
Net Calls
+$1.68B
Net Calls Change
+$500M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
2451
Sentinel Trust
Texas
-$295K -1,379 Closed
VSWA
2452
Vontobel Swiss Wealth Advisors
Switzerland
-$286K -1,338 Closed
DCM
2453
Dynamic Capital Management
Jersey
-$278K -1,300 Closed
MIM
2454
Montgomery Investment Management
Maryland
-$247K -1,154 Closed
FRM
2455
Fox Run Management
Connecticut
-$241K -1,126 Closed
CWM
2456
Connecticut Wealth Management
Connecticut
-$225K -1,047 Closed
SAM
2457
Strategy Asset Managers
California
-$219K -1,022 Closed
QAM
2458
Quantres Asset Management
Cayman Islands
-$214K -1,000 Closed
SSA
2459
Schonfeld Strategic Advisors
New York
-$214K -1,000 Closed
BOS
2460
Bank of Stockton
California
-$212K -991 Closed
AWCI
2461
Alpine Woods Capital Investors
New York
-$210K -980 Closed
NCMW
2462
Northern Capital Management (Wisconsin)
Wisconsin
-$210K -980 Closed
HPC
2463
Hobart Private Capital
North Carolina
-$208K -970 Closed
GG
2464
GenWealth Group
New Jersey
-$208K -967 Closed
PW
2465
Peninsula Wealth
California
-$205K -957 Closed
IF
2466
Ironwood Financial
Arizona
-$205K -956 Closed
RFO
2467
RiverGlades Family Offices
Florida
-$204K -955 Closed
CWM
2468
Concentric Wealth Management
California
-$200K -935 Closed
MCG
2469
McCollum Christoferson Group
New York
-$200K -932 Closed
DWA
2470
Divergent Wealth Advisors
Utah
-$160K -728 Closed
PRS
2471
Pinkerton Retirement Specialists
Idaho
-$133K -622 Closed
GH
2472
GAM Holding
Switzerland
-$109K -508 Closed
SFM
2473
Signet Financial Management
New Jersey
-$95K -446 Closed
MUS
2474
Mitsubishi UFJ Securities
Japan
-$81K -380 Closed
IP
2475
Isthmus Partners
Wisconsin
-$77K -360 Closed