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Berkshire Hathaway Class A
BRK.A

Overview Fund Activity

819 hedge funds and large institutions have $40B invested in Berkshire Hathaway Class A in 2017 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 74 increasing their positions, 109 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
819
Holders Change
+18
Holders Change %
+2.25%
% of All Funds
20.45%
Holding in Top 10
87
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.82%
% of All Funds
2.17%
New
53
Increased
74
Reduced
109
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$586M
2
DZ Bank
DZ Bank
Germany
+$147M
3
TAM
Troy Asset Management
United Kingdom
+$137M
4
EIG
EdgePoint Investment Group
Ontario, Canada
+$48.6M
5
RCG
Ruane, Cunniff & Goldfarb
New York
+$40.9M

Top Sellers

1
NPF
Norris Perne & French
Michigan
-$67.4B
2
Cerity Partners
Cerity Partners
New York
-$956M
3
TA
Tiedemann Advisors
New York
-$165M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$157M
5
Renaissance Technologies
Renaissance Technologies
New York
-$57.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPB
626
First PREMIER Bank
South Dakota
$549K – – –
DWM
627
Darwin Wealth Management
Florida
$549K – – –
HPWM
628
Highland Private Wealth Management
Washington
$549K – – –
HFBOT
629
Home Federal Bank of Tennessee
Tennessee
$549K – – –
GA
630
Greytown Advisors
Florida
$549K – – –
MML Investors Services
631
MML Investors Services
Massachusetts
$549K +$275K +1 +100%
BBA
632
BLB&B Advisors
Pennsylvania
$549K +$549K +2 New
AWM
633
Avior Wealth Management
Nebraska
$549K +$549K +2 New
CA
634
CapWealth Advisors
Tennessee
$549K +$549K +2 New
SFG
635
Summit Financial Group
West Virginia
$549K +$549K +2 New
LA
636
Legacy Advisors
Pennsylvania
$549K +$549K +2 New
SBSB
637
Sullivan, Bruyette, Speros & Blaney
Virginia
$549K +$549K +2 New
SCM
638
Stellar Capital Management
Arizona
$549K +$544K +198 +9,900%
VCP
639
Vista Capital Partners
Oregon
$511K – – –
CAPTRUST Financial Advisors
640
CAPTRUST Financial Advisors
North Carolina
$298K +$298K +1 New
PFS
641
Prospera Financial Services
Texas
$292K – – –
SHJ
642
Sharkey, Howes & Javer
Colorado
$282K – – –
HAFS
643
Hapanowicz & Associates Financial Services
Pennsylvania
$281K – – –
IWM
644
IHT Wealth Management
Illinois
$281K – – –
VWM
645
Venturi Wealth Management
Texas
$278K – – –
EDRIA
646
Edmonds Duncan Registered Investment Advisors
Kansas
$277K – – –
PA
647
Parallel Advisors
California
$276K – – –
Cerity Partners
648
Cerity Partners
New York
$275K -$956M -3,475 -100%
GLA
649
Great Lakes Advisors
Illinois
$275K -$5.23M -19 -95%
PWM
650
Perigon Wealth Management
California
$275K -$550K -2 -67%
24 25
26
27 28