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
DPI
1476
Diversified Portfolios Inc
Michigan
$277K
SAMT
1477
Select Asset Management & Trust
Pennsylvania
$277K
CYG
1478
Clean Yield Group
Vermont
$275K
BCA
1479
Bray Capital Advisors
Florida
$275K +$54.8K +400 +23%
JMFC
1480
J.M. Forbes & Co
Massachusetts
$274K
DW
1481
Domani Wealth
Pennsylvania
$273K +$2.74K +20 +1%
IFB
1482
iAB Financial Bank
Indiana
$273K +$83.6K +610 +41%
ATC
1483
Argent Trust Company
Louisiana
$273K +$287K +2,094 New
DLCIG
1484
D.L. Carlson Investment Group
New Hampshire
$272K -$13.7K -100 -5%
BFIC
1485
Bedell Frazier Investment Counselling
California
$271K +$284K +2,076 New
KLWA
1486
Kelly Lawrence W & Associates
California
$269K
RP
1487
Rowlandmiller & Partners
Georgia
$267K
MTC
1488
McDaniel Terry & Co
Texas
$267K +$5.48K +40 +2%
IIC
1489
Ironwood Investment Counsel
Arizona
$267K +$6.85K +50 +2%
SCA
1490
Strategic Capital Alternatives
United States
$266K -$78.6K -574 -22%
LC
1491
Lakeshore Capital
Alabama
$266K -$41.1K -300 -13%
ZAM
1492
Zevin Asset Management
Massachusetts
$266K -$5.48K -40 -2%
YP
1493
Yellowstone Partners
Idaho
$266K +$23.3K +170 +9%
IP
1494
Isthmus Partners
Wisconsin
$265K
HCM
1495
Hodges Capital Management
Texas
$264K
NCMG
1496
NCM Capital Management Group
North Carolina
$264K
IIM
1497
Ironwood Investment Management
Massachusetts
$263K +$24.4K +178 +10%
GCM
1498
Grisanti Capital Management
New York
$262K
FPCP
1499
Fort Point Capital Partners
California
$262K +$276K +2,013 New
CPA
1500
Cowen Prime Advisors
New York
$261K -$9.73K -71 -3%

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.