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
AFP
1351
Ausdal Financial Partners
Iowa
$543K +$551K +4,109 New
CFA
1352
Capstone Financial Advisors
Illinois
$542K -$26.8K -200 -5%
MFW
1353
Meristem Family Wealth
Minnesota
$541K +$5.5K +41 New
BWA
1354
Burt Wealth Advisors
Maryland
$540K
RT
1355
Rockland Trust
Massachusetts
$539K +$10.3K +77 +2%
BST
1356
Bath Savings Trust
Maine
$537K +$96.6K +720 +21%
NB
1357
Nicolet Bankshares
Wisconsin
$536K +$554K +4,127 New
IOOF
1358
Independent Order of Foresters
Ontario, Canada
$535K -$33K -246 -6%
OCM
1359
Osterweis Capital Management
California
$531K
BAAM
1360
Baker Avenue Asset Management
California
$530K -$23.2K -173 -4%
SIA
1361
SeaBridge Investment Advisors
New Jersey
$529K -$11.4K -85 -2%
IAM
1362
Iridian Asset Management
Connecticut
$528K
BA
1363
BKS Advisors
Michigan
$528K +$26.8K +200 +5%
DJSG
1364
D.J. St. Germain
Massachusetts
$525K -$33.6K -250 -6%
MPIA
1365
Mountain Pacific Investment Advisers
Idaho
$525K +$6.04K +45 +1%
HL
1366
HeadInvest LLC
Maine
$525K +$26.8K +200 +5%
MCM
1367
MV Capital Management
Maryland
$524K
SGK
1368
Steigerwald Gordon & Koch
Virginia
$523K -$2.01K -15 -0.4%
State Farm Mutual Automobile Insurance
1369
State Farm Mutual Automobile Insurance
Illinois
$523K
LCM
1370
Lucas Capital Management
New Jersey
$522K -$27.2K -203 -5%
HFA
1371
High Falls Advisors
New York
$520K +$529K +3,941 New
Cetera Investment Advisers
1372
Cetera Investment Advisers
Illinois
$519K +$527K +3,925 New
AP
1373
Atwood & Palmer
Missouri
$518K
LA
1374
Lynch & Associates
Indiana
$518K +$2.82K +21 +0.5%
FNFDCM
1375
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$517K -$83.3K -621 -14%

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.