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 %
MBT
1351
Montecito Bank & Trust
California
$247K -$25.7K -205 -9%
CHA
1352
Cedar Hill Associates
Illinois
$244K
PCA
1353
Personal Capital Advisors
California
$243K +$243K +1,942 New
WF
1354
WealthTrust Fairport
Ohio
$242K
IWC
1355
Integrated Wealth Counsel
California
$242K
BII
1356
Bainco International Investors
Massachusetts
$237K
HIM
1357
Hillsdale Investment Management
Ontario, Canada
$237K +$12.5K +100 +6%
DCM
1358
Dynamic Capital Management
Jersey
$237K +$237K +1,900 New
SFG
1359
SNS Financial Group
Minnesota
$234K -$1.16M -9,262 -83%
RCM
1360
RNC Capital Management
California
$232K +$232K +1,856 New
MAA
1361
Matrix Asset Advisors
New York
$231K
MWM
1362
Modera Wealth Management
New Jersey
$229K -$1.28M -10,209 -85%
HCM
1363
Hodges Capital Management
Texas
$226K -$998 -8 -0.4%
ITIM
1364
Indiana Trust & Investment Management
Indiana
$225K -$3.73K -30 -2%
WIM
1365
Wilen Investment Management
Florida
$225K
RP
1366
Riverbridge Partners
Minnesota
$225K
CHC
1367
City Holding Co
West Virginia
$221K
MMG
1368
Monetary Management Group
Missouri
$219K
FM
1369
Family Management
New York
$219K
NGA
1370
Naples Global Advisors
Florida
$219K +$219K +1,750 New
BO
1371
Bank OZK
Arkansas
$218K -$25K -200 -10%
PWAP
1372
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$215K
UBV
1373
United Bank (Virginia)
Virginia
$215K +$215K +1,722 New
GCM
1374
Graham Capital Management
Connecticut
$212K +$212K +1,700 New
First Eagle Investment Management
1375
First Eagle Investment Management
New York
$209K