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
EWA
1176
Exencial Wealth Advisors
Oklahoma
$781K
BC
1177
Burney Company
Virginia
$778K +$137K +997 +20%
SFSIG
1178
San Francisco Sentry Investment Group
California
$777K -$9.59K -70 -1%
CC
1179
Courier Capital
New York
$770K
WAM
1180
Weatherly Asset Management
California
$766K +$5.07K +37 +0.6%
TCM
1181
Tradition Capital Management
New Jersey
$766K +$13.7K +100 +2%
SCM
1182
Schnieders Capital Management
California
$765K +$15.5K +113 +2%
AC
1183
Alexandria Capital
Virginia
$765K +$346K +2,524 +76%
QCG
1184
Quadrant Capital Group
Ohio
$764K +$14.9K +109 +2%
TFA
1185
Transamerica Financial Advisors
Florida
$763K -$46K -336 -5%
SPC
1186
Stewart & Patten Company
California
$763K -$20.6K -150 -2%
BT
1187
Beacon Trust
New Jersey
$761K +$90.7K +662 +13%
EA
1188
Elm Advisors
California
$760K -$75.3K -550 -9%
SAM
1189
SignalPoint Asset Management
Missouri
$757K +$36.2K +264 +5%
OWIM
1190
Old West Investment Management
California
$755K -$149K -1,090 -16%
AIM
1191
Avity Investment Management
Connecticut
$754K +$137K +1,000 +21%
LOAMS
1192
Lombard Odier Asset Management (Switzerland)
Switzerland
$752K -$463K -3,377 -37%
MWM
1193
Mission Wealth Management
California
$750K -$267K -1,950 -25%
PL
1194
Plancorp LLC
Missouri
$750K +$228K +1,662 +41%
VWM
1195
Vector Wealth Management
Minnesota
$748K +$12.6K +92 +2%
SHJ
1196
Sharkey, Howes & Javer
Colorado
$747K
SS
1197
Simplicity Solutions
Minnesota
$746K +$266K +1,939 +51%
AI
1198
Atria Investments
North Carolina
$742K -$396K -2,888 -34%
FCCM
1199
First City Capital Management
Georgia
$740K +$777K +5,672 New
HCM
1200
Harvey Capital Management
Florida
$736K

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.