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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$27.8B +$822M +3,935,326 +3%
BlackRock
2
BlackRock
New York
$21.9B +$620M +2,969,209 +3%
State Street
3
State Street
Massachusetts
$16.1B -$520M -2,487,668 -3%
Gates Foundation Trust
4
Gates Foundation Trust
Washington
$11.7B -$1.04B -5,000,000 -8%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$4.76B +$322M +1,540,018 +7%
Northern Trust
6
Northern Trust
Illinois
$4.15B +$106M +508,245 +3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$4.1B +$820M +3,924,810 +24%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$3.13B -$181M -868,448 -5%
Norges Bank
9
Norges Bank
Norway
$2.15B +$217M +1,037,278 +11%
Capital Research Global Investors
10
Capital Research Global Investors
California
$2.06B +$457M +2,189,177 +28%
Morgan Stanley
11
Morgan Stanley
New York
$2.02B +$112M +536,373 +6%
Eagle Capital Management (New York)
12
Eagle Capital Management (New York)
New York
$1.93B -$5.71M -27,324 -0.3%
Bank of America
13
Bank of America
North Carolina
$1.81B +$7.15M +34,244 +0.4%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$1.7B +$39.8M +190,663 +2%
Boston Partners
15
Boston Partners
Massachusetts
$1.64B -$9.04M -43,267 -0.5%
Charles Schwab
16
Charles Schwab
California
$1.63B +$57.2M +273,945 +4%
Goldman Sachs
17
Goldman Sachs
New York
$1.6B -$62.9M -301,131 -4%
AllianceBernstein
18
AllianceBernstein
Tennessee
$1.56B -$110M -527,449 -6%
JP Morgan Chase
19
JP Morgan Chase
New York
$1.53B +$47.5M +227,613 +3%
Wells Fargo
20
Wells Fargo
California
$1.48B +$55.8M +267,328 +4%
TCIM
21
TIAA CREF Investment Management
New York
$1.3B +$89.3M +427,433 +7%
Legal & General Group
22
Legal & General Group
United Kingdom
$1.29B +$92M +440,329 +7%
Ameriprise
23
Ameriprise
Minnesota
$1.23B -$5.31M -25,417 -0.4%
Flossbach Von Storch
24
Flossbach Von Storch
Germany
$1.17B -$47.9M -229,513 -4%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.06B +$101M +483,772 +10%