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Berkshire Hathaway Class A
BRK.A

Overview Fund Activity

945 hedge funds and large institutions have $37.7B invested in Berkshire Hathaway Class A in 2020 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 107 increasing their positions, 147 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
945
Holders Change
+4
Holders Change %
+0.43%
% of All Funds
20.87%
Holding in Top 10
107
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.94%
% of All Funds
2.36%
New
62
Increased
107
Reduced
147
Closed
49
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$611M
2
HSBC Holdings
HSBC Holdings
United Kingdom
+$86.5M
3
TAM
Troy Asset Management
United Kingdom
+$43.2M
4
VAM
Vontobel Asset Management
New York
+$42.2M
5
Wolverine Trading
Wolverine Trading
Illinois
+$38.1M

Top Sellers

1
M&T Bank
M&T Bank
New York
-$125B
2
EW
Evoke Wealth
California
-$5.8B
3
CIC
Chilton Investment Company
Connecticut
-$5.01B
4
Capital World Investors
Capital World Investors
California
-$564M
5
SBL
Sargent Bickham Lagudis
Colorado
-$354M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
251
Carson Wealth (CWM LLC)
Nebraska
$4.19M – – –
Luther King Capital Management (LKCM)
252
Luther King Capital Management (LKCM)
Texas
$4.08M -$272K -1 -6%
CAM
253
Carret Asset Management
New York
$4.08M – – –
LKIM
254
Lawson Kroeker Investment Management
Nebraska
$4.08M – – –
VC
255
Vicus Capital
Pennsylvania
$4.08M – – –
Northwestern Mutual Wealth Management
256
Northwestern Mutual Wealth Management
Wisconsin
$4.08M +$272K +1 +7%
CII
257
Capital International Inc
California
$4.08M +$1.09M +4 +36%
AWA
258
Arete Wealth Advisors
Illinois
$4.08M +$2.45M +9 +150%
GFPC
259
Global Financial Private Client
Florida
$3.92M – – –
BEAM
260
Baker Ellis Asset Management
Washington
$3.81M -$816K -3 -18%
Bessemer Group
261
Bessemer Group
New Jersey
$3.81M -$272K -1 -7%
FCI
262
Financial Counselors Inc
Kansas
$3.81M -$272K -1 -7%
WSTAM
263
Wilbanks Smith & Thomas Asset Management
Virginia
$3.81M – – –
SWM
264
SVA Wealth Management
Wisconsin
$3.81M – – –
GW
265
GW & Wade
Massachusetts
$3.81M – – –
Credit Agricole
266
Credit Agricole
France
$3.81M +$1.63M +6 +75%
EW
267
Evoke Wealth
California
$3.54M -$5.8B -21,327 -100%
CIC
268
Carnegie Investment Counsel
Ohio
$3.54M -$816K -3 -19%
Mercer Global Advisors
269
Mercer Global Advisors
Colorado
$3.54M -$272K -1 -7%
EWM
270
Evercore Wealth Management
New York
$3.54M -$272K -1 -7%
SBIA
271
Sheaff Brock Investment Advisors
Indiana
$3.54M – – –
MJRIC
272
Mogy Joel R Investment Counsel
California
$3.54M – – –
KFC
273
Klingenstein Fields & Co
New York
$3.54M – – –
PCI
274
Pacifica Capital Investments
Texas
$3.54M – – –
JIC
275
JRM Investment Counsel
Nebraska
$3.54M – – –
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