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Berkshire Hathaway Class A
BRK.A

Overview Fund Activity

913 hedge funds and large institutions have $44.1B invested in Berkshire Hathaway Class A in 2018 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 97 increasing their positions, 126 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
913
Holders Change
+37
Holders Change %
+4.22%
% of All Funds
20.37%
Holding in Top 10
115
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+9.52%
% of All Funds
2.57%
New
78
Increased
97
Reduced
126
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wolverine Trading
Wolverine Trading
Illinois
+$97.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$57.2M
3
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$56.6M
4
CC
Claybrook Capital
Massachusetts
+$39.2M
5
Swedbank
Swedbank
Sweden
+$37.8M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$172B
2
CIA
Choate Investment Advisors
Massachusetts
-$16.3B
3
MAM
Magellan Asset Management
Australia
-$859M
4
IVA
International Value Advisers
-$234M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$181M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
451
Confluence Investment Management
Missouri
$1.53M – – –
AWA
452
Arete Wealth Advisors
Illinois
$1.53M – – –
Aristotle Capital Management
453
Aristotle Capital Management
California
$1.53M – – –
ABC
454
Associated Banc-Corp
Wisconsin
$1.53M – – –
JCM
455
Jacobi Capital Management
Pennsylvania
$1.53M – – –
LWS
456
Lucia Wealth Services
California
$1.53M – – –
NFG
457
Nations Financial Group
Iowa
$1.53M – – –
RC
458
RBO & Co
California
$1.53M – – –
FRM
459
Foundation Resource Management
Arkansas
$1.53M – – –
RIG
460
Roosevelt Investment Group
New York
$1.53M +$306K +1 +25%
BFPW
461
BOK Financial Private Wealth
Colorado
$1.53M +$612K +2 +67%
TC
462
Trilogy Capital
California
$1.53M +$1.22M +4 +400%
SS
463
Simplicity Solutions
Minnesota
$1.53M +$1.22M +4 +400%
AIM
464
Axiom Investment Management
New York
$1.53M +$1.53M +5 New
LSA
465
L & S Advisors
California
$1.53M +$1.53M +5 New
SWP
466
Stratos Wealth Partners
Ohio
$1.53M +$1.53M +5 New
ECG
467
Edge Capital Group
Georgia
$1.53M +$1.53M +5 New
RHFI
468
Reilly Herbert Faulkner III
$1.53M +$1.51M +495 +9,900%
AWMG
469
Alliance Wealth Management Group
New Jersey
$1.53M +$1.53M +500 New
TCM
470
Towercrest Capital Management
Pennsylvania
$1.53M +$1.53M +500 New
IA
471
IFP Advisors
Florida
$1.51M -$303K -1 -17%
MAP
472
Milestone Advisory Partners
North Carolina
$1.51M – – –
NWS
473
Newport Wealth Strategies
California
$1.47M +$589K +2 +67%
GJIC
474
Gamble Jones Investment Counsel
California
$1.3M -$324K -1 -20%
HBT
475
Hills Bank & Trust
Iowa
$1.22M -$306K -1 -20%
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