BRK.B icon

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 %
LFR
776
Lehman Financial Resources
Pennsylvania
$2.42M +$612K +4,900 +34%
PWM
777
Perigon Wealth Management
California
$2.41M -$112K -900 -4%
DPIM
778
Duff & Phelps Investment Management
Illinois
$2.4M
HCM
779
Highlander Capital Management
New Jersey
$2.4M
Envestnet Asset Management
780
Envestnet Asset Management
Illinois
$2.39M +$91K +728 +4%
ZIM
781
Zacks Investment Management
Illinois
$2.37M +$210K +1,678 +10%
ONB
782
Old National Bancorp
Indiana
$2.37M +$986K +7,896 +71%
DHFB
783
Dixon Hubard Feinour & Brown
Virginia
$2.36M -$750 -6 -0%
SGH
784
Schonfeld Group Holdings
New York
$2.35M +$2.35M +18,832 New
MPWT
785
MassMutual Private Wealth & Trust
Connecticut
$2.35M +$911K +7,289 +63%
KIA
786
KCM Investment Advisors
California
$2.35M +$131K +1,047 +6%
ECM
787
EagleClaw Capital Management
Massachusetts
$2.34M +$2.34M +18,762 New
TIM
788
Tortoise Investment Management
New York
$2.33M
AFIA
789
America First Investment Advisors
Nebraska
$2.32M -$12.5K -100 -0.5%
CA
790
Capital Advantage
California
$2.32M -$31.2K -250 -1%
MHIM
791
MacNealy Hoover Investment Management
Ohio
$2.32M +$31.2K +250 +1%
TAM
792
Taurus Asset Management
New York
$2.32M +$62.5K +500 +3%
BFC
793
Blue Fin Capital
Rhode Island
$2.31M -$64.7K -518 -3%
BCM
794
Beddow Capital Management
Wyoming
$2.3M +$219K +1,750 +11%
MCM
795
Munder Capital Management
Michigan
$2.3M -$21.9K -175 -0.9%
BOS
796
Bingham Osborn & Scarborough
California
$2.28M +$165K +1,323 +8%
TWA
797
TCI Wealth Advisors
Arizona
$2.27M -$170K -1,343 -7%
CL
798
CSS LLC
Illinois
$2.27M
PFA
799
Paradigm Financial Advisors
Missouri
$2.27M +$75.1K +601 +3%
WPP
800
Whalerock Point Partners
Rhode Island
$2.27M +$18.7K +150 +0.8%