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Berkshire Hathaway Class A
BRK.A

Overview Fund Activity

713 hedge funds and large institutions have $32.3B invested in Berkshire Hathaway Class A in 2014 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 78 increasing their positions, 95 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
713
Holders Change
+104
Holders Change %
+17.08%
% of All Funds
20.7%
Holding in Top 10
81
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+9.46%
% of All Funds
2.35%
New
122
Increased
78
Reduced
95
Closed
12
Calls
$1.78M
Puts
–
Net Calls
+$1.78M
Net Calls Change
+$1.78M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$303M
2
MIM
Marco Investment Management
Georgia
+$186M
3
Northern Trust
Northern Trust
Illinois
+$66.6M
4
SBWM
Sunflower Bank Wealth Management
Arizona
+$41.6M
5
WT
Wellcome Trust
United Kingdom
+$16.6M

Top Sellers

1
BO
BRR OpCo
Ohio
-$3.48B
2
Norges Bank
Norges Bank
Norway
-$1.14B
3
BFPW
BOK Financial Private Wealth
Colorado
-$124M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$115M
5
Wells Fargo
Wells Fargo
California
-$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIM
426
Northeast Investment Management
Massachusetts
$828K – – –
CCM
427
Coldstream Capital Management
Washington
$828K – – –
TFA
428
Transamerica Financial Advisors
Florida
$828K – – –
TSS
429
Thomas Story & Son
Indiana
$828K – – –
SAM
430
Summit Asset Management
Tennessee
$828K – – –
CA
431
Cetera Advisors
Colorado
$828K – – –
BTW
432
Boston Trust Walden
Massachusetts
$828K – – –
MFO
433
Marcuard Family Office
Switzerland
$828K – – –
AF
434
Allworth Financial
California
$828K – – –
NFC
435
Northeast Financial Consultants
Connecticut
$828K – – –
AWA
436
Arete Wealth Advisors
Illinois
$828K – – –
WA
437
Wheatland Advisors
Pennsylvania
$828K – – –
RCWMU
438
Rothschild & Co Wealth Management (UK)
United Kingdom
$828K – – –
MC
439
Middleton & Co
Massachusetts
$828K – – –
1IC
440
1919 Investment Counsel
Maryland
$828K – – –
BHBT
441
Burke & Herbert Bank & Trust
Virginia
$828K – – –
ABC
442
Associated Banc-Corp
Wisconsin
$828K – – –
OPTFSNA
443
Old Point Trust & Financial Services N A
Virginia
$828K – – –
FIB
444
First Interstate Bank
Montana
$828K – – –
KS
445
Karpas Strategies
Connecticut
$828K – – –
Northwestern Mutual Wealth Management
446
Northwestern Mutual Wealth Management
Wisconsin
$828K +$207K +1 +33%
RC
447
Roundview Capital
New Jersey
$828K +$207K +1 +33%
Credit Agricole
448
Credit Agricole
France
$828K +$207K +1 +33%
SCM
449
Shelton Capital Management
Colorado
$828K +$828K +4 New
DC
450
Davenport & Co
Virginia
$828K -$4.14M -20 -83%
16 17
18
19 20