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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 %
LH
451
Lebenthal Holdings
New York
$781K – – –
CL
452
Choreo LLC
Illinois
$781K – – –
RCWMU
453
Rothschild & Co Wealth Management (UK)
United Kingdom
$781K – – –
BHBT
454
Burke & Herbert Bank & Trust
Virginia
$781K – – –
AA
455
Alesco Advisors
New York
$781K +$195K +1 +33%
GA
456
Geneva Advisors
Illinois
$781K +$195K +1 +33%
MCMT
457
Moon Capital Management (Tennessee)
Tennessee
$781K – – –
SAC
458
Smith Affiliated Capital
New York
$781K -$819K – –
ICAS
459
Investors Capital Advisory Services
Massachusetts
$780K – – –
TCOT
460
Trust Company of Toledo
Ohio
$780K – – –
Geode Capital Management
461
Geode Capital Management
Massachusetts
$780K – – –
CA
462
Cetera Advisors
Colorado
$780K – – –
MPAM
463
Murphy Pohlad Asset Management
Minnesota
$780K – – –
CCM
464
Canal Capital Management
Virginia
$780K – – –
HCM
465
Harvey Capital Management
Florida
$780K – – –
RJT
466
Raymond James Trust
Florida
$780K – – –
EWM
467
Endurance Wealth Management
Rhode Island
$600K – – –
SC
468
Scotia Capital
Ontario, Canada
$587K -$196K -1 -25%
WP
469
WMS Partners
Maryland
$586K -$781K -4 -57%
WRM
470
Weybosset Research & Management
Rhode Island
$586K – – –
WIC
471
Wilkins Investment Counsel
Massachusetts
$586K – – –
Edgewood Management
472
Edgewood Management
Connecticut
$586K – – –
SC
473
SouthState Corp
Florida
$586K – – –
WKWM
474
Walter & Keenan Wealth Management
Indiana
$586K – – –
Dimensional Fund Advisors
475
Dimensional Fund Advisors
Texas
$586K – – –
17 18
19
20 21