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
RTS
1426
Round Table Services
New Jersey
$333K
FIG
1427
Fusion Investment Group
Pennsylvania
$332K -$47.5K -347 -12%
EB
1428
Eastern Bank
Massachusetts
$332K +$7.54K +55 +2%
NYLT
1429
New York Life Trust
New York
$330K -$81K -591 -19%
BCI
1430
Brinker Capital Investments
Pennsylvania
$330K +$959 +7 +0.3%
MBT
1431
Montecito Bank & Trust
California
$330K +$8.9K +65 +3%
WA
1432
Waverly Advisors
Alabama
$330K +$31.5K +230 +10%
MGAM
1433
McGowan Group Asset Management
Texas
$329K +$4.38K +32 +1%
SC
1434
Stratford Consulting
Texas
$327K -$342K -2,500 -50%
NCM
1435
Noesis Capital Mangement
Florida
$327K -$13.7K -100 -4%
VFP
1436
Verus Financial Partners
Virginia
$327K +$13.7K +100 +4%
FNB
1437
Farmers National Bank
Kentucky
$327K +$47.1K +344 +16%
MWM
1438
Modera Wealth Management
New Jersey
$324K -$50.1K -366 -13%
BWP
1439
BSW Wealth Partners
Colorado
$322K +$22.3K +163 +7%
PPSG
1440
Princeton Portfolio Strategies Group
New Jersey
$320K +$17.1K +125 +5%
TWM
1441
Torch Wealth Management
Ohio
$319K
TCB
1442
Texas Capital Bancshares
Texas
$319K +$5.34K +39 +2%
OA
1443
Oxbow Advisors
Texas
$315K +$17.8K +130 +6%
RWA
1444
River Wealth Advisors
Pennsylvania
$314K +$51.4K +375 +18%
SAM
1445
Sequent Asset Management
Texas
$313K -$6.03K -44 -2%
NIA
1446
Northstar Investment Advisors
Colorado
$312K -$15.1K -110 -4%
Jane Street
1447
Jane Street
New York
$311K -$6.02M -43,935 -95%
BMC
1448
Benin Management Corp
Connecticut
$310K -$54.8K -400 -14%
BHBT
1449
Burke & Herbert Bank & Trust
Virginia
$310K
CFA
1450
CT Financial Advisors
Pennsylvania
$307K

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.