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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
PFS
626
Prospera Financial Services
Texas
$268K +$17.5M +70 +7,000%
MRCM
627
M&R Capital Management
New Jersey
$263K
PA
628
Parallel Advisors
California
$263K
YWP
629
YorkBridge Wealth Partners
New York
$258K
MML Investors Services
630
MML Investors Services
Massachusetts
$255K -$19.5B -78,257 -100%
SCM
631
Stonebridge Capital Management
California
$255K -$2.24B -8,975 -100%
CWA
632
Cypress Wealth Advisors
California
$255K -$49.9M -200 -67%
MFW
633
Meristem Family Wealth
Minnesota
$255K -$24.7M -99 -99%
SCA
634
Salient Capital Advisors
Texas
$255K -$499K -2 -67%
SG Americas Securities
635
SG Americas Securities
New York
$255K -$250K -1 -50%
1SB
636
1ST Source Bank
Indiana
$255K
AWM
637
Affinity Wealth Management
Delaware
$255K
AIP
638
Ahrens Investment Partners
Louisiana
$255K
AIA
639
Allegis Investment Advisors
Idaho
$255K
AIS
640
American Investment Services
Massachusetts
$255K
AIIMS
641
Analyst IMS Investment Management Services
Israel
$255K
ACS
642
Archford Capital Strategies
Illinois
$255K
AWA
643
ARS Wealth Advisors
Florida
$255K
AAM
644
Aureus Asset Management
Massachusetts
$255K
AAM
645
Auxier Asset Management
Oregon
$255K
B
646
Bailard
California
$255K
BII
647
Bainco International Investors
Massachusetts
$255K
BAMCO Inc
648
BAMCO Inc
New York
$255K
BOTW
649
Bank of the West
California
$255K
BHWM
650
Bar Harbor Wealth Management
New Hampshire
$255K

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.