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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
PHS
701
Pekin Hardy Strauss
Illinois
$205K – – –
PWM
702
Perigon Wealth Management
California
$205K – – –
PFPT
703
Pinnacle Financial Partners (Tennessee)
Tennessee
$205K – – –
PMFA
704
Plante Moran Financial Advisors
Michigan
$205K – – –
PGA
705
Portland Global Advisors
Maine
$205K – – –
PWP
706
Private Wealth Partners
California
$205K – – –
PIM
707
Profit Investment Management
Maryland
$205K – – –
PFS
708
Prospera Financial Services
Texas
$205K – – –
PMG
709
ProVise Management Group
Florida
$205K – – –
QCI
710
Quaker Capital Investments
Pennsylvania
$205K – – –
RMCM
711
Reynders McVeigh Capital Management
Massachusetts
$205K – – –
RBC
712
Ronald Blue & Co
Georgia
$205K – – –
SRIM
713
Saratoga Research & Investment Management
California
$205K – – –
SCM
714
Schnieders Capital Management
California
$205K – – –
SIA
715
SeaBridge Investment Advisors
New Jersey
$205K – – –
SAM
716
Security Asset Management
New York
$205K – – –
SCP
717
Seizert Capital Partners
Michigan
$205K – – –
SI
718
SII Investments
Wisconsin
$205K – – –
SSWM
719
Smith Salley Wealth Management
North Carolina
$205K – – –
SCM
720
SOL Capital Management
Maryland
$205K – – –
SMG
721
Spectrum Management Group
Indiana
$205K – – –
SFA
722
Staton Financial Advisors
North Carolina
$205K – – –
SCM
723
Steadfast Capital Management
New York
$205K – – –
SCM
724
Summit Capital Management
Washington
$205K – – –
SF
725
Synovus Financial
Georgia
$205K – – –
27 28
29
30 31

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.