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
IR
101
IAT Reinsurance
New York
$20.9M
CT
102
Cambridge Trust
Massachusetts
$20.6M
M2MC
103
Matthew 25 Management Corp
Pennsylvania
$20.4M -$499K -2 -2%
William Blair & Company
104
William Blair & Company
Illinois
$20.1M -$499K -2 -2%
SMI
105
Shelter Mutual Insurance
Missouri
$20.1M
JMPWA
106
JP Morgan Private Wealth Advisors
California
$20.1M +$999K +4 +5%
Arrowstreet Capital
107
Arrowstreet Capital
Massachusetts
$20.1M +$19.7M +79 New
CBT
108
Capital Bank & Trust
California
$20.1M +$19.7M +79 New
Susquehanna International Group
109
Susquehanna International Group
Pennsylvania
$18.8M +$14.2M +57 +335%
Toronto Dominion Bank
110
Toronto Dominion Bank
Ontario, Canada
$18.6M
SWM
111
Segment Wealth Management
Texas
$18.1M +$17.7M +71 New
DWA
112
Douglass Winthrop Advisors
New York
$17.3M -$499K -2 -3%
FDCC
113
Foster Dykema Cabot & Co
Massachusetts
$16M -$2.25M -9 -13%
CC
114
Cannell & Co
New York
$16M
HCM
115
Howland Capital Management
Massachusetts
$15.5M
SAM
116
Silvercrest Asset Management
New York
$15.3M -$250K -1 -2%
HIM
117
Hillhouse Investment Management
Cayman Islands
$15.3M +$4.99M +20 +50%
FNBOO
118
First National Bank of Omaha
Nebraska
$15.3M +$5.24M +21 +54%
WT
119
Whittier Trust
California
$15M
SCM
120
Sirios Capital Management
Massachusetts
$15M +$9.99M +40 +211%
AMCA
121
Arthur M. Cohen & Associates
Illinois
$15M -$250K -1 -2%
V
122
Veritable
Delaware
$14.8M -$499K -2 -3%
SSCM
123
Summit Street Capital Management
New York
$14.8M
TM
124
Tikvah Management
North Carolina
$14.8M
ST
125
Smithfield Trust
Pennsylvania
$14.8M +$1.75M +7 +14%

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.