BRK.A icon

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 %
CNBTD
376
Citizens National Bank Trust Department
Mississippi
$2.18M +$2.18M +8 New
PCM
377
Palisade Capital Management
New Jersey
$2.18M +$2.18M +8 New
GWM
378
Geneos Wealth Management
Colorado
$2.15M – – –
TIA
379
Traphagen Investment Advisors
New Jersey
$1.99M +$448K +2,449 +29%
Bank Julius Baer & Co
380
Bank Julius Baer & Co
Switzerland
$1.91M +$1.91M +7 New
MPI
381
Mairs & Power Inc
Minnesota
$1.9M -$816K -3 -30%
DDC
382
DF Dent & Co
Maryland
$1.9M -$272K -1 -13%
BMC
383
Beaton Management Company
Massachusetts
$1.9M – – –
RWA
384
Ropes Wealth Advisors
Massachusetts
$1.9M – – –
CRC
385
Curi RMB Capital
Illinois
$1.9M – – –
SC
386
Scotia Capital
Ontario, Canada
$1.9M – – –
BJL
387
Brighton Jones LLC
Washington
$1.9M – – –
AM
388
Account Management
Massachusetts
$1.9M – – –
SIC
389
Salem Investment Counselors
North Carolina
$1.9M – – –
OCM
390
Osterweis Capital Management
California
$1.9M – – –
BFS
391
Bradley Foster & Sargent
Connecticut
$1.9M – – –
AL
392
Aspiriant LLC
California
$1.9M – – –
ERIM
393
Eagle Ridge Investment Management
Connecticut
$1.9M – – –
KFA
394
Kelleher Financial Advisors
New York
$1.9M – – –
SIM
395
Sterling Investment Management
Arizona
$1.9M – – –
SAM
396
Summit Asset Management
Tennessee
$1.9M – – –
FNBT
397
FineMark National Bank & Trust
Florida
$1.9M – – –
MAA
398
Mraz Amerine & Associates
California
$1.9M – – –
RWP
399
RWA Wealth Partners
Massachusetts
$1.9M – – –
CC
400
Cognios Capital
Kansas
$1.9M – – –
14 15
16
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