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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 %
SIC
1051
Schwartz Investment Counsel
Michigan
$800K
MCM
1052
Monarch Capital Management
Indiana
$797K +$187K +1,500 +31%
CG
1053
Colony Group
Massachusetts
$795K +$67.9K +543 +9%
RIA
1054
Regal Investment Advisors
Michigan
$792K +$30.9K +247 +4%
AA
1055
Apriem Advisors
California
$789K
HR
1056
Howe & Rusling
New York
$789K +$219K +1,755 +39%
AWA
1057
AmeriServ Wealth Advisors
Pennsylvania
$787K -$1.17M -9,391 -60%
CL
1058
CFS LLC
Oklahoma
$787K
TTWM
1059
TCV Trust & Wealth Management
Virginia
$784K +$113K +903 +17%
AFG
1060
Albion Financial Group
Utah
$783K -$5.5K -44 -0.7%
UAS
1061
United Asset Strategies
New York
$783K +$435K +3,485 +125%
BONST
1062
Bank of Nova Scotia Trust
Ontario, Canada
$782K +$9.12K +73 +1%
WA
1063
WESPAC Advisors
California
$771K +$12.5K +100 +2%
MFW
1064
Meristem Family Wealth
Minnesota
$766K -$104K -829 -12%
BCM
1065
Brookstone Capital Management
Illinois
$766K +$84.2K +674 +12%
FTI
1066
Fiduciary Trust International
Massachusetts
$762K -$139K -1,111 -15%
LIC
1067
Lodestar Investment Counsel
Illinois
$761K
CNBT
1068
Canandaigua National Bank & Trust
New York
$760K +$625 +5 +0.1%
EWA
1069
Exencial Wealth Advisors
Oklahoma
$758K +$758K +6,013 New
AB
1070
Atlas Brown
Kentucky
$756K
KTC
1071
Kistler-Tiffany Companies
Pennsylvania
$755K +$8.12K +65 +1%
HWA
1072
Heritage Wealth Advisors
Virginia
$749K
CA
1073
Corrado Advisors
New Jersey
$747K
IB
1074
Intrust Bank
Kansas
$741K +$28.5K +228 +4%
FHA
1075
First Horizon Advisors
Tennessee
$736K +$17.2K +138 +2%