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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
CP
676
Cumberland Partners
Ontario, Canada
$255K
CCB
677
Cutter & Co Brokerage
Missouri
$255K
CAM
678
Cypress Asset Management
Texas
$255K
DLPIC
679
Davide Leone & Partners Investment Company
United Kingdom
$255K
DIA
680
Denver Investment Advisors
Colorado
$255K
DDPIC
681
Deroy & Devereaux Private Investment Counsel
Michigan
$255K
DCM
682
Donaldson Capital Management
Indiana
$255K
DOA
683
D'Orazio & Associates
Virginia
$255K
DWT
684
Dorsey & Whitney Trust
South Dakota
$255K
EDRIA
685
Edmonds Duncan Registered Investment Advisors
Kansas
$255K
EWA
686
EP Wealth Advisors
California
$255K
EM
687
Excalibur Management
Massachusetts
$255K
FBC
688
Fairfield, Bush & Co
Connecticut
$255K
FCIM
689
Fairview Capital Investment Management
California
$255K
FC
690
Farley Capital
New York
$255K
FWP
691
FAS Wealth Partners
Kansas
$255K
FA
692
FDx Advisors
Illinois
$255K
FFSOTS
693
Fiduciary Financial Services of The Southwest
Texas
$255K
FAG
694
Financial Advisory Group
Texas
$255K
FBFS
695
First Business Financial Services
Wisconsin
$255K
FDS
696
First Dallas Securities
Texas
$255K
FHA
697
First Horizon Advisors
Tennessee
$255K
FNBSF
698
First National Bank Sioux Falls
South Dakota
$255K
FNT
699
First National Trust
Pennsylvania
$255K
FWIA
700
Fort Washington Investment Advisors
Ohio
$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.