We are live on ! Find out more
BRK.B icon

Berkshire Hathaway Class B

1,936 hedge funds and large institutions have $149B invested in Berkshire Hathaway Class B in 2017 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 822 increasing their positions, 703 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 65

17% more repeat investments, than reductions

Existing positions increased: 822 | Existing positions reduced: 703

14% more call options, than puts

Call options by funds: $1.34B | Put options by funds: $1.18B

1% more capital invested

Capital invested by funds: $148B → $149B (+$1.9B)

1% more funds holding in top 10

Funds holding in top 10: 374377 (+3)

0% more funds holding

Funds holding: 1,9321,936 (+4)

0.41% less ownership

Funds ownership: 67.61%67.2% (-0.41%)

Holders
1,936
Holders Change
+4
Holders Change %
+0.21%
% of All Funds
48.27%
Holding in Top 10
377
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+0.8%
% of All Funds
9.4%
New
84
Increased
822
Reduced
703
Closed
65
Calls
$1.34B
Puts
$1.18B
Net Calls
+$160M
Net Calls Change
-$155M
Name Holding Trade Value Shares
Change
Change in
Stake
FM
1576
Foster & Motley
Ohio
$521K +$44.1K +265 +9%
OCM
1577
Osterweis Capital Management
California
$517K -$77.2K -464 -13%
MA
1578
Marshwinds Advisory
Georgia
$517K
JGUA
1579
John G. Ullman & Associates
New York
$517K +$4.16K +25 +0.8%
HFBOT
1580
Home Federal Bank of Tennessee
Tennessee
$517K +$66.5K +400 +15%
GAMC
1581
Garner Asset Management Corp
Texas
$517K +$508K +3,055 New
CWM
1582
Concert Wealth Management
California
$515K +$210K +1,265 +70%
FFW
1583
Fusion Family Wealth
New York
$513K +$66.5K +400 +15%
VA
1584
Valmark Advisers
Ohio
$509K +$95.8K +576 +24%
CPO
1585
Cerity Partners OCIO
New York
$508K +$59.9K +360 +13%
WCM
1586
Weatherstone Capital Management
Colorado
$508K +$142K +851 +40%
CCM
1587
Carlson Capital Management
Minnesota
$503K +$7.15K +43 +1%
ACS
1588
Archford Capital Strategies
Illinois
$499K +$47.2K +284 +11%
AF
1589
Affiance Financial
Minnesota
$499K +$101K +609 +26%
CHJWM
1590
Carlton Hofferkamp & Jenks Wealth Management
Texas
$492K
FC
1591
Financial Consulate
Maryland
$492K
STMM
1592
South Texas Money Management
Texas
$490K -$138K -832 -22%
NIC
1593
Northwest Investment Counselors
Oregon
$490K +$100K +602 +26%
AT
1594
Argent Trust
Texas
$487K
LP
1595
LMR Partners
United Kingdom
$484K -$15.5M -93,335 -97%
LCM
1596
Leisure Capital Management
California
$484K
SVCP
1597
Silicon Valley Capital Partners
California
$482K +$832 +5 +0.2%
VIA
1598
Vantage Investment Advisors
Pennsylvania
$481K +$1.83K +11 +0.4%
CCM
1599
Crossvault Capital Management
Texas
$480K +$2K +12 +0.4%
CM
1600
Cornerstone Management
Georgia
$479K +$120K +721 +34%

BRK.B Hedge Fund Activity: Q2 2017 in Review

1,936 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q2 2017, worth a combined $149B — up 1.3% from $148B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new BRK.B positions and 65 closed out — a net gain of 19 holders — while 822 added to existing stakes and 703 trimmed.

The largest buyer was Vanguard Group, adding an estimated $490M. The largest seller was Gates Foundation Trust, cutting an estimated $832M.

  • 1,936 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q2 2017, up from 1,932 in Q1 2017.
  • Funds reported $149B of Berkshire Hathaway Class B stock for Q2 2017, up 1.3% quarter-over-quarter.
  • 84 funds opened new Berkshire Hathaway Class B positions in Q2 2017 and 65 closed out, a net change of +19 holders.
  • The largest Berkshire Hathaway Class B buyer in Q2 2017 was Vanguard Group, an estimated $490M added.
  • The largest Berkshire Hathaway Class B seller in Q2 2017 was Gates Foundation Trust, an estimated $832M sold.

Based on aggregated 13F filings for Q2 2017.