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Berkshire Hathaway Class A
BRK.A

759 hedge funds and large institutions have $30.4B invested in Berkshire Hathaway Class A in 2015 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 65 increasing their positions, 116 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 31

2.83% more ownership

Funds ownership: 24.11% → 26.94% (+2.8%)

1% more funds holding

Funds holding: 754 → 759 (+5)

6% less capital invested

Capital invested by funds: $32.4B → $30.4B (-$1.96B)

7% less funds holding in top 10

Funds holding in top 10: 86 → 80 (-6)

44% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 116

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $12.6M

Holders
759
Holders Change
+5
Holders Change %
+0.66%
% of All Funds
20.45%
Holding in Top 10
80
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.98%
% of All Funds
2.16%
New
41
Increased
65
Reduced
116
Closed
31
Calls
–
Puts
$12.6M
Net Calls
-$12.6M
Net Calls Change
-$12.6M

Top Buyers

Rank Fund Capital Flow
1
FWM
Frontier Wealth Management
Missouri
+$12.3B
2
Capital World Investors
Capital World Investors
California
+$282M
3
CK
Carnick & Kubik
Colorado
+$215M
4
MIM
Marco Investment Management
Georgia
+$193M
5
BUB
BBVA USA Bancshares
Texas
+$107M

Top Sellers

Rank Fund Capital Flow
1
CA
Cambridge Advisors
Nebraska
-$4.97B
2
HP
Hikari Power
Japan
-$1.2B
3
GHA
GW Henssler & Associates
Georgia
-$428M
4
SHGA
Sand Hill Global Advisors
California
-$172M
5
AWG
Alpha Wave Global
New York
-$104M
Name Holding Trade Value Shares
Change 		Change in
Stake
DIA
651
Denver Investment Advisors
Colorado
$205K – – –
DDPIC
652
Deroy & Devereaux Private Investment Counsel
Michigan
$205K – – –
DCM
653
Donaldson Capital Management
Indiana
$205K – – –
DWT
654
Dorsey & Whitney Trust
South Dakota
$205K – – –
EIM
655
Emerson Investment Management
Massachusetts
$205K – – –
EA
656
Evanston Advisors
Illinois
$205K – – –
EM
657
Excalibur Management
Massachusetts
$205K – – –
FBC
658
Fairfield, Bush & Co
Connecticut
$205K – – –
FCIM
659
Fairview Capital Investment Management
California
$205K – – –
FM
660
Family Management
New York
$205K – – –
FC
661
Farley Capital
New York
$205K – – –
FFSOTS
662
Fiduciary Financial Services of The Southwest
Texas
$205K – – –
FDS
663
First Dallas Securities
Texas
$205K – – –
FHA
664
First Horizon Advisors
Tennessee
$205K – – –
FNBOMD
665
First National Bank of Mount Dora
Florida
$205K – – –
FNT
666
First National Trust
Pennsylvania
$205K – – –
FNB
667
First Niagara Bank
New York
$205K – – –
FWC
668
First Washington Corp
Washington
$205K – – –
FLPIM
669
F.L. Putnam Investment Management
Massachusetts
$205K – – –
FI
670
FormulaFolio Investments
Michigan
$205K – – –
FWIA
671
Fort Washington Investment Advisors
Ohio
$205K – – –
FCMC
672
Founders Capital Management (Connecticut)
Connecticut
$205K – – –
FIM
673
Frontier Investment Management
Texas
$205K – – –
GI
674
Glovista Investments
New Jersey
$205K – – –
GWI
675
Grace & White Inc
New York
$205K – – –
25 26
27
28 29

BRK.A Hedge Fund Activity: Q2 2015 in Review

759 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q2 2015, worth a combined $30.4B — down 6.1% from $32.4B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new BRK.A positions and 31 closed out — a net gain of 10 holders — while 65 added to existing stakes and 116 trimmed.

The largest buyer was Frontier Wealth Management, adding an estimated $12.3B. The largest seller was Cambridge Advisors, cutting an estimated $4.97B.

  • 759 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q2 2015, up from 754 in Q1 2015.
  • Funds reported $30.4B of Berkshire Hathaway Class A stock for Q2 2015, down 6.1% quarter-over-quarter.
  • 41 funds opened new Berkshire Hathaway Class A positions in Q2 2015 and 31 closed out, a net change of +10 holders.
  • The largest Berkshire Hathaway Class A buyer in Q2 2015 was Frontier Wealth Management, an estimated $12.3B added.
  • The largest Berkshire Hathaway Class A seller in Q2 2015 was Cambridge Advisors, an estimated $4.97B sold.

Based on aggregated 13F filings for Q2 2015.