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Berkshire Hathaway Class B

1,467 hedge funds and large institutions have $97.7B invested in Berkshire Hathaway Class B in 2014 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 578 increasing their positions, 553 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,467
Holders Change
+16
Holders Change %
+1.1%
% of All Funds
42.4%
Holding in Top 10
239
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+12.21%
% of All Funds
6.91%
New
89
Increased
578
Reduced
553
Closed
59
Calls
$964M
Puts
$845M
Net Calls
+$119M
Net Calls Change
+$79.6M
Name Holding Trade Value Shares
Change
Shares
Change %
EAM
726
Evanson Asset Management
California
$3M +$235K +1,880 +8%
BFM
727
Boston Financial Management
Massachusetts
$3M -$64.6K -517 -2%
BRWA
728
B. Riley Wealth Advisors
Florida
$2.96M +$1.7M +13,638 +136%
Carson Wealth (CWM LLC)
729
Carson Wealth (CWM LLC)
Nebraska
$2.93M -$201K -1,302 -6%
NB
730
Norinchukin Bank
Japan
$2.92M +$879K +7,030 +43%
KCM
731
Kames Capital Management
United Kingdom
$2.88M -$1.62M -12,937 -36%
SNBOSCI
732
Security National Bank of Sioux City Iowa
Iowa
$2.86M +$163K +1,307 +6%
CA
733
Cetera Advisors
Colorado
$2.86M +$82.3K +661 +3%
TBA
734
Tower Bridge Advisors
Pennsylvania
$2.86M +$50K +400 +2%
SNBOSD
735
Security National Bank of So Dak
Iowa
$2.84M -$14.4K -115 -0.5%
IIM
736
Ivory Investment Management
New York
$2.84M +$139K +1,113 +5%
MCM
737
Maryland Capital Management
Maryland
$2.83M -$1K -8 -0%
MCTIC
738
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$2.79M -$22.4K -179 -0.8%
PFG
739
Piershale Financial Group
Illinois
$2.78M +$2.78M +22,216 New
MIP
740
Marietta Investment Partners
Wisconsin
$2.77M -$12.5K -100 -0.4%
Lord, Abbett & Co
741
Lord, Abbett & Co
New Jersey
$2.76M +$1.46M +11,700 +113%
MA
742
Montag & Associates
Georgia
$2.76M -$714K -5,710 -21%
OIM
743
Orca Investment Management
Oregon
$2.75M +$127K +1,020 +5%
NJBEST
744
New Jersey Better Educational Savings Trust
New Jersey
$2.75M
AAM
745
Auxier Asset Management
Oregon
$2.74M
AF
746
Aldebaran Financial
$2.74M +$50K +400 +2%
BIC
747
Beach Investment Counsel
Pennsylvania
$2.74M
FNBT
748
FineMark National Bank & Trust
Florida
$2.73M +$766K +6,127 +39%
HB
749
Homrich & Berg
Georgia
$2.7M +$162K +1,298 +6%
HC
750
HHG & Company
Connecticut
$2.69M +$2.69M +21,571 New