We are live on ! Find out more
BRK.A icon

Berkshire Hathaway Class A

803 hedge funds and large institutions have $36.4B invested in Berkshire Hathaway Class A in 2017 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 80 increasing their positions, 108 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

21.27% more ownership

Funds ownership: 35.27%56.54% (+21%)

7% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 30

2% more capital invested

Capital invested by funds: $35.7B → $36.4B (+$687M)

1% less funds holding

Funds holding: 809803 (-6)

6% less funds holding in top 10

Funds holding in top 10: 8883 (-5)

26% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 108

Holders
803
Holders Change
-6
Holders Change %
-0.74%
% of All Funds
20.01%
Holding in Top 10
83
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.68%
% of All Funds
2.07%
New
32
Increased
80
Reduced
108
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TBC
26
Tweedy, Browne Co
Connecticut
$277M -$499K -2 -0.2%
ClearBridge Investments
27
ClearBridge Investments
New York
$216M -$499K -2 -0.2%
HSBC Holdings
28
HSBC Holdings
United Kingdom
$216M +$2.25M +9 +1%
US Bancorp
29
US Bancorp
Minnesota
$211M +$4.99M +20 +2%
SI
30
Sentry Investments
Ontario, Canada
$188M -$3.25M -13 -2%
HTI
31
Hikari Tsushin Inc
Japan
$185M
Morgan Stanley
32
Morgan Stanley
New York
$182M +$250K +1 +0.1%
HP
33
Hikari Power
Japan
$178M
BIM
34
Baldwin Investment Management
Pennsylvania
$154M -$3.99M -16 -3%
Renaissance Technologies
35
Renaissance Technologies
New York
$147M +$18M +72 +14%
State Street
36
State Street
Massachusetts
$143M +$749K +3 +0.5%
IFLIT
37
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$133M
Wells Fargo
38
Wells Fargo
California
$130M -$1.25M -5 -1%
AH
39
Allen Holding
New York
$127M
EVM
40
Eaton Vance Management
Massachusetts
$125M +$250K +1 +0.2%
IGIM
41
I.G. Investment Management
Manitoba, Canada
$120M
HHAA
42
Henry H. Armstrong Associates
Pennsylvania
$117M
NU
43
Northwestern University
Illinois
$116M
Invesco
44
Invesco
Georgia
$110M -$4.74M -19 -4%
TAM
45
Timucuan Asset Management
Florida
$109M +$8.74M +35 +9%
DZ Bank
46
DZ Bank
Germany
$108M -$124M -497 -54%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$107M -$1.5M -6 -1%
WIM
48
Weitz Investment Management
Nebraska
$104M -$749K -3 -0.7%
Aviva
49
Aviva
United Kingdom
$97.5M +$3.75M +15 +4%
PCM
50
Punch Card Management
Florida
$95M

BRK.A Hedge Fund Activity: Q2 2017 in Review

803 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q2 2017, worth a combined $36.4B — up 1.9% from $35.7B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new BRK.A positions and 30 closed out — a net gain of 2 holders — while 80 added to existing stakes and 108 trimmed.

The largest buyer was Norris Perne & French, adding an estimated $61.2B. The largest seller was MML Investors Services, cutting an estimated $19.5B.

  • 803 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q2 2017, down from 809 in Q1 2017.
  • Funds reported $36.4B of Berkshire Hathaway Class A stock for Q2 2017, up 1.9% quarter-over-quarter.
  • 32 funds opened new Berkshire Hathaway Class A positions in Q2 2017 and 30 closed out, a net change of +2 holders.
  • The largest Berkshire Hathaway Class A buyer in Q2 2017 was Norris Perne & French, an estimated $61.2B added.
  • The largest Berkshire Hathaway Class A seller in Q2 2017 was MML Investors Services, an estimated $19.5B sold.

Based on aggregated 13F filings for Q2 2017.