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

Berkshire Hathaway Class B

1,658 hedge funds and large institutions have $115B invested in Berkshire Hathaway Class B in 2015 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 753 increasing their positions, 543 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $1.11B | Put options by funds: $768M

39% more repeat investments, than reductions

Existing positions increased: 753 | Existing positions reduced: 543

7% more funds holding in top 10

Funds holding in top 10: 292311 (+19)

6% more capital invested

Capital invested by funds: $109B → $115B (+$6.03B)

1.39% more ownership

Funds ownership: 65.23%66.62% (+1.4%)

2% less funds holding

Funds holding: 1,6901,658 (-32)

24% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 80

Holders
1,658
Holders Change
-32
Holders Change %
-1.89%
% of All Funds
46.27%
Holding in Top 10
311
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+6.51%
% of All Funds
8.68%
New
61
Increased
753
Reduced
543
Closed
80
Calls
$1.11B
Puts
$768M
Net Calls
+$341M
Net Calls Change
-$53.9M
Name Holding Trade Value Shares
Change
Change in
Stake
FNB
1051
First Niagara Bank
New York
$1.17M +$1.51K +11 +0.1%
FFSOTS
1052
Fiduciary Financial Services of The Southwest
Texas
$1.16M +$78K +569 +7%
CCM
1053
Canal Capital Management
Virginia
$1.16M -$17K -124 -1%
OAM
1054
Occidental Asset Management
California
$1.16M
HWA
1055
Heritage Wealth Advisors
Virginia
$1.16M +$38.4K +280 +3%
GF
1056
Gerstein Fisher
New York
$1.16M +$91.9K +671 +8%
KFS
1057
Kurt F. Somerville
$1.16M +$281K +2,050 +30%
HCM
1058
Hall Capital Management
Rhode Island
$1.15M -$9.59K -70 -0.8%
AF
1059
Allworth Financial
California
$1.14M +$1.37K +10 +0.1%
BA
1060
Bard Associates
Illinois
$1.13M -$34.3K -250 -3%
WA
1061
WealthTrust Axiom
Pennsylvania
$1.13M -$20K -146 -2%
IMOV
1062
Investment Management of Virginia
Virginia
$1.13M -$14K -102 -1%
MF
1063
Magnetar Financial
Illinois
$1.13M +$875K +6,390 +284%
FTC
1064
Farmers Trust Company
Ohio
$1.13M +$24K +175 +2%
TSS
1065
Thomas Story & Son
Indiana
$1.13M -$6.85K -50 -0.6%
LAIC
1066
Lederer & Associates Investment Counsel
California
$1.12M -$132K -960 -10%
FM
1067
Family Management
New York
$1.12M
TCOTO
1068
Trust Company of the Ozarks
Missouri
$1.12M -$19.6K -143 -2%
LJHT
1069
Laurie J. Hall Trustee
$1.11M
CIC
1070
Carnegie Investment Counsel
Ohio
$1.11M +$253K +1,850 +29%
AP
1071
Appleton Partners
Massachusetts
$1.1M +$959 +7 +0.1%
FMBTD
1072
First Midwest Bank Trust Division
Illinois
$1.1M -$8.9K -65 -0.8%
SMG
1073
Spectrum Management Group
Indiana
$1.1M -$17.7K -129 -2%
HCMNY
1074
Howard Capital Management (New York)
New York
$1.08M
HTC
1075
Haverford Trust Company
Pennsylvania
$1.07M -$116K -850 -9%

BRK.B Hedge Fund Activity: Q3 2015 in Review

1,658 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q3 2015, worth a combined $115B — up 5.6% from $109B a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of BRK.B and 61 opened new positions — a net loss of 19 holders — while 543 trimmed existing stakes and 753 added.

The largest buyer was Gates Foundation Trust, adding an estimated $1.47B. The largest seller was Deutsche Bank, cutting an estimated $455M.

  • 1,658 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q3 2015, down from 1,690 in Q2 2015.
  • Funds reported $115B of Berkshire Hathaway Class B stock for Q3 2015, up 5.6% quarter-over-quarter.
  • 61 funds opened new Berkshire Hathaway Class B positions in Q3 2015 and 80 closed out, a net change of -19 holders.
  • The largest Berkshire Hathaway Class B buyer in Q3 2015 was Gates Foundation Trust, an estimated $1.47B added.
  • The largest Berkshire Hathaway Class B seller in Q3 2015 was Deutsche Bank, an estimated $455M sold.

Based on aggregated 13F filings for Q3 2015.