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Berkshire Hathaway Class B

2,166 hedge funds and large institutions have $181B invested in Berkshire Hathaway Class B in 2018 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 892 increasing their positions, 850 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 73

30% more call options, than puts

Call options by funds: $2.2B | Put options by funds: $1.69B

2% more funds holding in top 10

Funds holding in top 10: 441450 (+9)

5% more repeat investments, than reductions

Existing positions increased: 892 | Existing positions reduced: 850

0% more capital invested

Capital invested by funds: $180B → $181B (+$655M)

0% more funds holding

Funds holding: 2,1602,166 (+6)

0.89% less ownership

Funds ownership: 68.45%67.56% (-0.89%)

Holders
2,166
Holders Change
+6
Holders Change %
+0.28%
% of All Funds
49.64%
Holding in Top 10
450
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+2.04%
% of All Funds
10.31%
New
107
Increased
892
Reduced
850
Closed
73
Calls
$2.2B
Puts
$1.69B
Net Calls
+$505M
Net Calls Change
+$166M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$25.3B +$506M +2,463,899 +2%
BlackRock
2
BlackRock
New York
$20.9B +$383M +1,866,890 +2%
State Street
3
State Street
Massachusetts
$16B -$781M -3,805,702 -5%
Gates Foundation Trust
4
Gates Foundation Trust
Washington
$11.7B -$1.03B -5,000,000 -8%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$4.23B +$231M +1,127,406 +6%
Northern Trust
6
Northern Trust
Illinois
$3.98B -$80.9M -393,772 -2%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$3.24B -$114M -556,521 -3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$2.79B -$214M -1,044,120 -7%
Morgan Stanley
9
Morgan Stanley
New York
$2.61B -$77.1M -375,645 -3%
Capital Research Global Investors
10
Capital Research Global Investors
California
$2.33B +$5.54M +27,004 +0.2%
Eagle Capital Management (New York)
11
Eagle Capital Management (New York)
New York
$1.97B -$422M -2,056,845 -17%
Goldman Sachs
12
Goldman Sachs
New York
$1.95B +$311M +1,513,247 +18%
Bank of America
13
Bank of America
North Carolina
$1.83B +$24.5M +119,344 +1%
Boston Partners
14
Boston Partners
Massachusetts
$1.67B +$52.8M +257,217 +3%
Deutsche Bank
15
Deutsche Bank
Germany
$1.67B +$722M +3,516,490 +73%
Ameriprise
16
Ameriprise
Minnesota
$1.57B -$154M -750,343 -9%
Norges Bank
17
Norges Bank
Norway
$1.51B +$44.6M +217,221 +3%
Charles Schwab
18
Charles Schwab
California
$1.45B +$65.5M +318,790 +5%
Wells Fargo
19
Wells Fargo
California
$1.34B -$47.3M -230,573 -3%
JP Morgan Chase
20
JP Morgan Chase
New York
$1.3B -$126M -613,061 -9%
Legal & General Group
21
Legal & General Group
United Kingdom
$1.23B -$126M -612,306 -9%
AllianceBernstein
22
AllianceBernstein
Tennessee
$1.2B +$139M +678,270 +13%
TCIM
23
TIAA CREF Investment Management
New York
$1.18B -$146M -712,136 -11%
Flossbach Von Storch
24
Flossbach Von Storch
Germany
$1.13B -$186M -906,465 -14%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$1.11B -$31.5M -153,384 -3%