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
TL
1076
Tirschwell & Loewy
New York
$1.07M -$27.4K -200 -2%
VCAM
1077
Van Cleef Asset Management
Ohio
$1.07M
FNBSF
1078
First National Bank Sioux Falls
South Dakota
$1.07M
AFG
1079
Arkansas Financial Group
Arkansas
$1.06M
EWM
1080
Edge Wealth Management
New York
$1.06M +$30.1K +220 +3%
FC
1081
Farley Capital
New York
$1.06M +$279K +2,036 +34%
UAS
1082
United Asset Strategies
New York
$1.05M +$287K +2,097 +35%
PJSIMP
1083
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.05M +$748K +5,460 +208%
SA
1084
Strategic Advisors
New York
$1.05M +$283K +2,068 +34%
FAM
1085
Formidable Asset Management
Ohio
$1.05M
GP
1086
Girard Partners
Pennsylvania
$1.05M +$54.4K +397 +5%
IIM
1087
Intact Investment Management
Quebec, Canada
$1.04M +$301K +2,200 +38%
ECM
1088
Estabrook Capital Management
New York
$1.04M +$15.1K +110 +1%
WEC
1089
Winslow Evans & Crocker
Massachusetts
$1.04M -$274 -2 -0%
CCM
1090
Chilton Capital Management
Texas
$1.04M
AI
1091
Accredited Investors
Minnesota
$1.03M +$446K +3,252 +69%
KPCM
1092
Kings Point Capital Management
New York
$1.03M -$40.6K -296 -4%
FSA
1093
Financial Sense Advisors
California
$1.03M -$13.7K -100 -1%
BHC
1094
Bowen Hanes & Co
Florida
$1.02M
BFG
1095
Bouchey Financial Group
New York
$1.02M -$28.1K -205 -3%
SFT
1096
Simmons First Trust
Arkansas
$1.02M +$262K +1,910 +32%
Jacobs Levy Equity Management
1097
Jacobs Levy Equity Management
New Jersey
$1.02M -$48K -350 -4%
CSMF
1098
Charles Stewart Mott Foundation
Michigan
$1.01M +$1.06M +7,773 New
LJAC
1099
L.J. Altfest & Co
New York
$1.01M +$27.4K +200 +3%
NAM
1100
Needelman Asset Management
California
$1M

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.