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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 %
WAAG
676
Wealth Alliance Advisory Group
Kansas
$612K – – –
LFS
677
Lutz Financial Services
Nebraska
$612K – – –
VAG
678
VisionPoint Advisory Group
Texas
$612K +$612K +2 New
CMI
679
Clare Market Investments
Texas
$612K +$612K +2 New
HA
680
Harfst & Associates
Wyoming
$612K +$612K +2 New
WCM
681
WealthBridge Capital Management
Ohio
$612K +$612K +2 New
RMDI
682
R.M. Davis Inc
Maine
$612K +$612K +2 New
QAM
683
Questar Asset Management
Minnesota
$612K +$612K +2 New
LC
684
Lindbrook Capital
California
$612K +$612K +2 New
SCP
685
Stamos Capital Partners
California
$612K +$612K +2 New
EAM
686
Evanson Asset Management
California
$612K +$612K +2 New
BPWA
687
Beacon Pointe Wealth Advisors
California
$612K +$612K +2 New
NCM
688
Novare Capital Management
North Carolina
$612K +$306K +100 +100%
SCM
689
Smead Capital Management
Arizona
$612K +$606K +198 +9,900%
GIM
690
Greylin Investment Management
Virginia
$612K +$612K +200 New
CFA
691
Carroll Financial Associates
North Carolina
$590K – – –
VWA
692
V Wealth Advisors
Kansas
$588K – – –
IA
693
Independence Advisors
Pennsylvania
$457K +$457K +2,237 New
Thrivent Financial for Lutherans
694
Thrivent Financial for Lutherans
Minnesota
$320K – – –
FI
695
Financial Insights
Washington
$312K +$312K +1 New
GAMC
696
Garner Asset Management Corp
Texas
$306K -$153M -50,000 -100%
NFG
697
Next Financial Group
Texas
$306K -$3.67M -12 -92%
ZCA
698
Zeke Capital Advisors
Pennsylvania
$306K -$2.75M -9 -90%
Envestnet Asset Management
699
Envestnet Asset Management
Illinois
$306K -$1.84M -6 -86%
EDRH
700
Edmond de Rothschild Holding
Switzerland
$306K -$306K -1 -50%
26 27
28
29 30