BRK.A icon

Berkshire Hathaway Class A
BRK.A

Overview Fund Activity

870 hedge funds and large institutions have $43.4B invested in Berkshire Hathaway Class A in 2017 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 74 increasing their positions, 115 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
870
Holders Change
+51
Holders Change %
+6.23%
% of All Funds
19.76%
Holding in Top 10
95
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+9.2%
% of All Funds
2.16%
New
84
Increased
74
Reduced
115
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Swedbank
Swedbank
Sweden
+$232M
2
Capital World Investors
Capital World Investors
California
+$200M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$95.2M
4
SF
Synovus Financial
Georgia
+$46.4M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$34.5M

Top Sellers

1
FAG
Financial Advisory Group
Texas
-$2.06B
2
BBHC
Brown Brothers Harriman & Co
New York
-$124M
3
RCG
Ruane, Cunniff & Goldfarb
New York
-$44M
4
GRQ
Gardner Russo & Quinn
Pennsylvania
-$40.2M
5
WM
WS Management
Florida
-$37.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
801
Cypress Wealth Advisors
California
$298K – – –
BRF
802
B. Riley Financial
California
$298K – – –
SRIM
803
Saratoga Research & Investment Management
California
$298K – – –
Sumitomo Mitsui Trust Group
804
Sumitomo Mitsui Trust Group
Japan
$298K – – –
FC
805
Farley Capital
New York
$298K – – –
SSWM
806
Smith Salley Wealth Management
North Carolina
$298K – – –
DCM
807
Donaldson Capital Management
Indiana
$298K – – –
PGA
808
Portland Global Advisors
Maine
$298K – – –
CHAM
809
Clear Harbor Asset Management
Connecticut
$298K – – –
PCTC
810
Perkins Coie Trust Company
Washington
$298K – – –
FBFS
811
First Business Financial Services
Wisconsin
$298K – – –
CFSG
812
Community Financial Services Group
Vermont
$298K – – –
SFSIG
813
San Francisco Sentry Investment Group
California
$298K – – –
EWA
814
EP Wealth Advisors
California
$298K – – –
GI
815
Gradient Investments
Minnesota
$298K – – –
GI
816
Glovista Investments
New Jersey
$298K – – –
OA
817
Oxbow Advisors
Texas
$298K – – –
Cerity Partners
818
Cerity Partners
New York
$298K – – –
FA
819
FDx Advisors
Illinois
$298K – – –
Mirae Asset Global Investments
820
Mirae Asset Global Investments
South Korea
$298K – – –
BC
821
Burney Company
Virginia
$298K +$298K +1 New
TC
822
Trilogy Capital
California
$298K +$298K +1 New
GFP
823
Gryphon Financial Partners
Ohio
$298K +$298K +1 New
BFC
824
Bedel Financial Consulting
Indiana
$298K +$298K +1 New
CPC
825
Congress Park Capital
New York
$298K +$298K +1 New
31 32
33
34 35