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Berkshire Hathaway Class A
BRK.A

Overview Fund Activity

913 hedge funds and large institutions have $44.1B invested in Berkshire Hathaway Class A in 2018 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 97 increasing their positions, 126 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
913
Holders Change
+37
Holders Change %
+4.22%
% of All Funds
20.37%
Holding in Top 10
115
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+9.52%
% of All Funds
2.57%
New
78
Increased
97
Reduced
126
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wolverine Trading
Wolverine Trading
Illinois
+$97.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$57.2M
3
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$56.6M
4
CC
Claybrook Capital
Massachusetts
+$39.2M
5
Swedbank
Swedbank
Sweden
+$37.8M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$172B
2
CIA
Choate Investment Advisors
Massachusetts
-$16.3B
3
MAM
Magellan Asset Management
Australia
-$859M
4
IVA
International Value Advisers
-$234M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$181M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
251
Carson Wealth (CWM LLC)
Nebraska
$5.2M +$918K +3 +21%
MMHP
252
Murphy Middleton Hinkle & Parker
Georgia
$5.2M +$3.06M +10 +143%
SNB
253
Security National Bank
Nebraska
$4.9M -$612K -2 -11%
FFA
254
First Foundation Advisors
California
$4.9M – – –
VC
255
Vicus Capital
Pennsylvania
$4.9M – – –
VFA
256
Valeo Financial Advisors
Indiana
$4.9M – – –
CAM
257
Carret Asset Management
New York
$4.9M – – –
RPC
258
Rossmore Private Capital
Connecticut
$4.9M – – –
BF
259
BOK Financial
Oklahoma
$4.9M +$306K +1 +7%
Luther King Capital Management (LKCM)
260
Luther King Capital Management (LKCM)
Texas
$4.9M +$306K +1 +7%
HAI
261
Hennessy Advisors Inc
California
$4.59M -$612K -2 -12%
GW
262
GW & Wade
Massachusetts
$4.59M – – –
FCI
263
Financial Counselors Inc
Kansas
$4.59M – – –
BCM
264
Beddow Capital Management
Wyoming
$4.59M – – –
KJHP
265
K.J. Harrison & Partners
Ontario, Canada
$4.59M – – –
FNFDCM
266
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.28M – – –
WSTAM
267
Wilbanks Smith & Thomas Asset Management
Virginia
$4.28M – – –
CAN
268
Cetera Advisor Networks
California
$4.28M – – –
IC
269
InterOcean Capital
Illinois
$4.28M – – –
SWM
270
SVA Wealth Management
Wisconsin
$4.28M – – –
SBL
271
Sargent Bickham Lagudis
Colorado
$4.28M – – –
FFW
272
Fusion Family Wealth
New York
$4.28M – – –
Northwestern Mutual Wealth Management
273
Northwestern Mutual Wealth Management
Wisconsin
$4.28M +$306K +1 +8%
KBC Group
274
KBC Group
Belgium
$4.28M +$4.28M +14 New
SB
275
Simmons Bank
Arkansas
$3.98M -$306K -1 -7%
9 10
11
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