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Berkshire Hathaway Class B

1,688 hedge funds and large institutions have $109B invested in Berkshire Hathaway Class B in 2015 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 666 increasing their positions, 603 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 56

52% more call options, than puts

Call options by funds: $1.16B | Put options by funds: $765M

10% more repeat investments, than reductions

Existing positions increased: 666 | Existing positions reduced: 603

2% more funds holding

Funds holding: 1,6551,688 (+33)

0.02% less ownership

Funds ownership: 65.24%65.23% (-0.02%)

6% less funds holding in top 10

Funds holding in top 10: 307290 (-17)

6% less capital invested

Capital invested by funds: $115B → $109B (-$6.86B)

Holders
1,688
Holders Change
+33
Holders Change %
+1.99%
% of All Funds
45.49%
Holding in Top 10
290
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-5.54%
% of All Funds
7.81%
New
105
Increased
666
Reduced
603
Closed
56
Calls
$1.16B
Puts
$765M
Net Calls
+$395M
Net Calls Change
+$84.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CFS
1651
Commonwealth Financial Services
West Virginia
$34K
NHFG
1652
New Harbor Financial Group
Massachusetts
$34K
GWA
1653
Genesis Wealth Advisors
Massachusetts
$32.9K
IPC
1654
Independent Portfolio Consultants
Florida
$32K -$41.1K -288 -55%
GXMC
1655
Global X Management Company
New York
$32K +$11.8K +83 +55%
FA
1656
FMA Advisory
Pennsylvania
$32K +$33.7K +236 New
NCM
1657
Nelson Capital Management
California
$29K +$30K +210 New
BG
1658
Bollard Group
Massachusetts
$27K
BCB
1659
Brian C. Broderick
$27K
CAM
1660
Cacti Asset Management
Georgia
$27K
CIM
1661
Contravisory Investment Management
Massachusetts
$27K
GGHC
1662
Gilder Gagnon Howe & Co
New York
$27K
JIR
1663
James Investment Research
Ohio
$27K
SAM
1664
Shamrock Asset Management
Texas
$27K
N
1665
Nuveen
North Carolina
$24.4K +$4.33M +30,367 +20%
SFPIA
1666
Stevens First Principles Investment Advisors
California
$24K
DIA
1667
Davidson Investment Advisors
Montana
$23K +$24.4K +171 New
FNBOO
1668
First National Bank of Omaha
Nebraska
$22.4K
APFBOT
1669
Amica Pension Fund Board of Trustees
Rhode Island
$21K
MUS
1670
Mitsubishi UFJ Securities
Japan
$19K -$21.4K -150 -52%
PHK
1671
Point72 Hong Kong
Hong Kong
$17K +$17.5K +123 New
LWA
1672
Lenox Wealth Advisors
New York
$16K
HCM
1673
Horrell Capital Management
Arkansas
$14K
JAM
1674
JCIC Asset Management
Ontario, Canada
$14K
ST
1675
Somerset Trust
Pennsylvania
$14K