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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 %
SSWM
901
Smith Salley Wealth Management
North Carolina
$272K – – –
MCWS
902
McKinley Carter Wealth Services
West Virginia
$272K – – –
DCM
903
Donaldson Capital Management
Indiana
$272K – – –
SS
904
Simplicity Solutions
Minnesota
$272K – – –
PGA
905
Portland Global Advisors
Maine
$272K – – –
TCCM
906
Timber Creek Capital Management
Massachusetts
$272K – – –
PCTC
907
Perkins Coie Trust Company
Washington
$272K – – –
FBFS
908
First Business Financial Services
Wisconsin
$272K – – –
FAG
909
Financial Advisory Group
Texas
$272K – – –
PFS
910
Prospera Financial Services
Texas
$272K – – –
GI
911
Glovista Investments
New Jersey
$272K – – –
SPIO
912
Seven Post Investment Office
California
$272K – – –
HSA
913
HBK Sorce Advisory
Pennsylvania
$272K +$272K +1 New
WQ
914
Wealth Quarterback
New Jersey
$272K +$272K +1 New
BWP
915
BSW Wealth Partners
Colorado
$272K +$272K +1 New
FA
916
FCG Advisors
New Jersey
$272K +$272K +1 New
PJB
917
Paul John Balson
California
$272K +$272K +1 New
EP
918
Eudaimonia Partners
Tennessee
$272K +$272K +1 New
B
919
Bellecapital
Switzerland
$272K +$272K +1 New
KPWG
920
KFA Private Wealth Group
Virginia
$272K +$272K +1 New
CAM
921
Cresset Asset Management
Illinois
$272K +$272K +1 New
SSA
922
Schonfeld Strategic Advisors
New York
$272K +$272K +1 New
WA
923
Wealth Alliance
New York
$272K +$272K +1 New
PWM
924
PRW Wealth Management
Massachusetts
$272K +$272K +1 New
IIC
925
Integrated Investment Consultants
Michigan
$272K +$272K +1 New
35 36
37
38 39