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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 %
CPA
501
Capital Planning Advisors
California
$1.09M – – –
SC
502
SouthState Corp
Florida
$1.09M – – –
HT
503
Heritage Trust
Oklahoma
$1.09M – – –
MIA
504
MainStreet Investment Advisors
Illinois
$1.09M – – –
BRA
505
Biechele Royce Advisors
Indiana
$1.09M – – –
BHWM
506
Bay Harbor Wealth Management
Maryland
$1.09M – – –
QP
507
Quilter Plc
United Kingdom
$1.09M – – –
SDWIA
508
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.09M – – –
FAAS
509
First Allied Advisory Services
California
$1.09M – – –
IFWM
510
Institute for Wealth Management
Colorado
$1.09M – – –
BTW
511
Boston Trust Walden
Massachusetts
$1.09M – – –
HI
512
Hendershot Investments
Virginia
$1.09M – – –
CIM
513
Corda Investment Management
Texas
$1.09M – – –
ECAM
514
East Coast Asset Management
Massachusetts
$1.09M – – –
BCM
515
BTC Capital Management
Iowa
$1.09M – – –
GCM
516
Gibraltar Capital Management
Oklahoma
$1.09M – – –
CCM
517
Canal Capital Management
Virginia
$1.09M – – –
KLI
518
Kelman-Lazarov Inc
Tennessee
$1.09M – – –
FSCM
519
Front Street Capital Management
Montana
$1.09M – – –
CLOS
520
Compagnie Lombard Odier SCmA
Switzerland
$1.09M +$272K +1 +33%
JIC
521
Johnson Investment Counsel
Ohio
$1.09M +$816K +3 +300%
CI
522
Conning Inc
Connecticut
$1.09M +$1.09M +4 New
ST
523
Sentinel Trust
Texas
$1.09M +$1.09M +4 New
WAP
524
Wealthcare Advisory Partners
Pennsylvania
$1.09M +$1.09M +4 New
AWS
525
AJ Wealth Strategies
New York
$1.09M +$1.09M +4 New
19 20
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