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Berkshire Hathaway Class A
BRK.A

Overview Fund Activity

636 hedge funds and large institutions have $28.7B invested in Berkshire Hathaway Class A in 2015 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 78 increasing their positions, 102 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
-122
Holders Change %
-16.09%
% of All Funds
17.78%
Holding in Top 10
80
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.24%
New
26
Increased
78
Reduced
102
Closed
146
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$141M
2
CBOA
Commonwealth Bank of Australia
Australia
+$85.1M
3
BIC
Bridges Investment Counsel
Nebraska
+$52M
4
Creative Planning
Creative Planning
Kansas
+$44.5M
5
VIP
Vantage Investment Partners
Missouri
+$29.9M

Top Sellers

1
Invesco
Invesco
Georgia
-$171M
2
DSA
Davis Selected Advisers
Arizona
-$157M
3
RHFI
Reilly Herbert Faulkner III
-$134M
4
First Manhattan
First Manhattan
New York
-$129M
5
TAM
Troy Asset Management
United Kingdom
-$84.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RMC
326
Regis Management Company
California
$1.56M -$195K -1 -11%
CCM
327
Compass Capital Management
Minnesota
$1.56M – – –
AL
328
Aspiriant LLC
California
$1.56M – – –
GJIC
329
Gamble Jones Investment Counsel
California
$1.56M – – –
BOS
330
Bingham Osborn & Scarborough
California
$1.56M – – –
SYBT
331
Stock Yards Bank & Trust
Kentucky
$1.56M – – –
TAM
332
Taurus Asset Management
New York
$1.56M – – –
MAA
333
Mraz Amerine & Associates
California
$1.56M – – –
ZF
334
Zhang Financial
Michigan
$1.56M – – –
CL
335
CPWM LLC
Washington
$1.56M +$391K +2 +33%
CFA
336
Capstone Financial Advisors
Illinois
$1.56M +$1.56M +8 New
ERIM
337
Eagle Ridge Investment Management
Connecticut
$1.56M +$1.56M +8 New
MGIA
338
Moneta Group Investment Advisors
Missouri
$1.56M +$1.56M +8 New
CAI
339
Capital Advisors Inc
Oklahoma
$1.56M – – –
KFA
340
Kelleher Financial Advisors
New York
$1.56M – – –
FMBTD
341
First Midwest Bank Trust Division
Illinois
$1.56M – – –
LWCFA
342
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.43M – – –
Chevy Chase Trust
343
Chevy Chase Trust
Maryland
$1.37M -$976K -5 -42%
LDB
344
Lee, Danner & Bass
Tennessee
$1.37M – – –
SCM
345
Shelton Capital Management
Colorado
$1.37M – – –
BFS
346
Bradley Foster & Sargent
Connecticut
$1.37M – – –
RGC
347
Roberts, Glore & Co
Illinois
$1.37M – – –
CTI
348
Community Trust & Investment
Kentucky
$1.37M – – –
BTNA
349
Bremer Trust National Association
Minnesota
$1.37M – – –
LGC
350
Laurel Grove Capital
California
$1.37M – – –
12 13
14
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