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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 %
MCM
1126
Matarin Capital Management
New York
$603K +$603K +4,828 New
CL
1127
CPWM LLC
Washington
$602K -$2.5K -20 -0.4%
CFA
1128
Capstone Financial Advisors
Illinois
$600K
BFA
1129
Beaumont Financial Advisors
Massachusetts
$596K -$37.9K -303 -6%
JFA
1130
JNBA Financial Advisors
Minnesota
$593K -$12.5K -100 -2%
AA
1131
ALPS Advisors
Colorado
$590K +$70.1K +561 +13%
ZAM
1132
Zevin Asset Management
Massachusetts
$588K
WCM Investment Management
1133
WCM Investment Management
California
$584K
SNT
1134
Security National Trust
West Virginia
$583K -$1.75K -14 -0.3%
AUB
1135
Atlantic Union Bankshares
Virginia
$582K +$582K +4,655 New
WTB
1136
Washington Trust Bank
Washington
$580K +$580K +4,641 New
SAM
1137
SignalPoint Asset Management
Missouri
$579K -$6.25K -50 -1%
NES
1138
New England Securities
New York
$577K +$64.1K +513 +13%
RWM
1139
RKL Wealth Management
Pennsylvania
$576K +$576K +4,610 New
EWA
1140
EP Wealth Advisors
California
$570K -$167K -1,337 -23%
WA
1141
Waverly Advisors
Alabama
$570K +$159K +1,273 +39%
RCM
1142
Reynolds Capital Management
Nevada
$562K -$237K -1,900 -30%
SAMC
1143
Shinko Asset Management Company
Japan
$562K -$41.6K -333 -7%
ATC
1144
Adirondack Trust Company
New York
$562K -$625 -5 -0.1%
ERIM
1145
Eagle Ridge Investment Management
Connecticut
$562K
WI
1146
Wedgewood Investors
Pennsylvania
$559K +$25K +200 +5%
TF
1147
Tompkins Financial
New York
$557K -$148K -1,185 -21%
SFSIG
1148
San Francisco Sentry Investment Group
California
$556K -$12.5K -100 -2%
CAM
1149
Cubic Asset Management
Massachusetts
$554K
GLRA
1150
Gerald L. Ray & Associates
Texas
$552K