We are live on ! Find out more
BRK.B icon

Berkshire Hathaway Class B

1,749 hedge funds and large institutions have $117B invested in Berkshire Hathaway Class B in 2015 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 672 increasing their positions, 627 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 47

15% more call options, than puts

Call options by funds: $966M | Put options by funds: $843M

6% more funds holding

Funds holding: 1,6571,749 (+92)

7% more repeat investments, than reductions

Existing positions increased: 672 | Existing positions reduced: 627

2% more capital invested

Capital invested by funds: $115B → $117B (+$2.26B)

0.29% more ownership

Funds ownership: 66.62%66.9% (+0.29%)

3% less funds holding in top 10

Funds holding in top 10: 310302 (-8)

Holders
1,749
Holders Change
+92
Holders Change %
+5.55%
% of All Funds
45.88%
Holding in Top 10
302
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-2.58%
% of All Funds
7.92%
New
161
Increased
672
Reduced
627
Closed
47
Calls
$966M
Puts
$843M
Net Calls
+$123M
Net Calls Change
-$218M
Name Holding Trade Value Shares
Change
Change in
Stake
BJL
776
Brighton Jones LLC
Washington
$3.45M -$745K -5,548 -18%
AF
777
Aldebaran Financial
$3.44M +$13.4K +100 +0.4%
Macquarie Group
778
Macquarie Group
Australia
$3.43M
TWA
779
Tillar-Wenstrup Advisors
Ohio
$3.39M -$12.3K -92 -0.4%
SHCM
780
Stokes & Hubbell Capital Management
Louisiana
$3.38M -$119K -890 -3%
Jennison Associates
781
Jennison Associates
New York
$3.38M +$116K +868 +4%
NIT
782
NumerixS Investment Technologies
British Columbia, Canada
$3.37M +$3.43M +25,543 New
FB
783
Fulton Bank
Pennsylvania
$3.37M -$160K -1,194 -4%
NAM
784
North American Management
Massachusetts
$3.37M +$126K +940 +4%
PWW
785
Pettyjohn Wood & White
Virginia
$3.37M -$50.3K -375 -1%
BCM
786
Beddow Capital Management
Wyoming
$3.36M +$53.7K +400 +2%
PAM
787
Private Asset Management
California
$3.36M +$162K +1,210 +5%
WAM
788
Wealthspire Advisors (Maryland)
Maryland
$3.36M +$3.41M +25,418 New
AFWA
789
Ancora Family Wealth Advisors
Ohio
$3.34M -$297K -2,216 -8%
GIM
790
Grassi Investment Management
California
$3.34M
RMAM
791
Raab & Moskowitz Asset Management
New Jersey
$3.34M +$471K +3,511 +16%
PA
792
Pinnacle Associates
New York
$3.31M +$743K +5,535 +28%
CA
793
Cambridge Advisors
Nebraska
$3.3M +$8.86K +66 +0.3%
ICOA
794
Investment Centers of America
North Dakota
$3.29M +$148K +1,105 +5%
BCM
795
Boyle Capital Management
Iowa
$3.29M +$1.19M +8,831 +55%
MA
796
Montag & Associates
Georgia
$3.26M +$47.6K +355 +1%
HIMC
797
Heritage Investors Management Corp
Maryland
$3.26M +$14.5K +108 +0.4%
CFA
798
Cahill Financial Advisors
Minnesota
$3.24M -$92.2K -687 -3%
MCM
799
Maryland Capital Management
Maryland
$3.23M -$10.1K -75 -0.3%
ZF
800
Zhang Financial
Michigan
$3.22M -$103K -765 -3%

BRK.B Hedge Fund Activity: Q4 2015 in Review

1,749 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q4 2015, worth a combined $117B — up 2% from $115B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new BRK.B positions and 47 closed out — a net gain of 114 holders — while 672 added to existing stakes and 627 trimmed.

The largest buyer was Vanguard Group, adding an estimated $335M. The largest seller was Gates Foundation Trust, cutting an estimated $671M.

  • 1,749 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q4 2015, up from 1,657 in Q3 2015.
  • Funds reported $117B of Berkshire Hathaway Class B stock for Q4 2015, up 2% quarter-over-quarter.
  • 161 funds opened new Berkshire Hathaway Class B positions in Q4 2015 and 47 closed out, a net change of +114 holders.
  • The largest Berkshire Hathaway Class B buyer in Q4 2015 was Vanguard Group, an estimated $335M added.
  • The largest Berkshire Hathaway Class B seller in Q4 2015 was Gates Foundation Trust, an estimated $671M sold.

Based on aggregated 13F filings for Q4 2015.