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

Berkshire Hathaway Class B

1,484 hedge funds and large institutions have $99.9B invested in Berkshire Hathaway Class B in 2014 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 592 increasing their positions, 538 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 41

10% more repeat investments, than reductions

Existing positions increased: 592 | Existing positions reduced: 538

1% more funds holding

Funds holding: 1,4671,484 (+17)

7% more call options, than puts

Call options by funds: $968M | Put options by funds: $905M

2% more capital invested

Capital invested by funds: $97.7B → $99.9B (+$2.19B)

0.3% more ownership

Funds ownership: 66.43%66.74% (+0.3%)

3% less funds holding in top 10

Funds holding in top 10: 239233 (-6)

Holders
1,484
Holders Change
+17
Holders Change %
+1.16%
% of All Funds
42.66%
Holding in Top 10
233
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-2.51%
% of All Funds
6.7%
New
65
Increased
592
Reduced
538
Closed
41
Calls
$968M
Puts
$905M
Net Calls
+$62.7M
Net Calls Change
-$56.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$10.3B +$235M +1,854,479 +2%
State Street
2
State Street
Massachusetts
$9.64B +$41.5M +327,837 +0.4%
Gates Foundation Trust
3
Gates Foundation Trust
Washington
$9.12B -$633M -5,000,000 -6%
BIT
4
BlackRock Institutional Trust
California
$5.88B +$43.3M +341,947 +0.7%
Northern Trust
5
Northern Trust
Illinois
$2.75B +$95.3M +753,132 +4%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$2.61B -$57.2M -451,861 -2%
BFA
7
BlackRock Fund Advisors
California
$2.14B +$89.5M +707,159 +4%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$1.9B +$228M +1,804,031 +14%
Eagle Capital Management (New York)
9
Eagle Capital Management (New York)
New York
$1.75B +$46.2M +364,659 +3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.73B -$15.8M -124,671 -0.9%
BG
11
BlackRock Group
United Kingdom
$1.17B +$38.7M +306,017 +3%
Norges Bank
12
Norges Bank
Norway
$1.15B +$550M +4,345,078 +91%
Boston Partners
13
Boston Partners
Massachusetts
$1.05B +$88.7M +700,919 +9%
TCIM
14
TIAA CREF Investment Management
New York
$937M -$65.9M -520,951 -7%
AllianceBernstein
15
AllianceBernstein
Tennessee
$929M +$8.33M +65,783 +0.9%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$925M -$181M -1,428,563 -16%
FMI
17
Fiduciary Management Inc
Wisconsin
$822M -$17.7M -139,826 -2%
Morgan Stanley
18
Morgan Stanley
New York
$819M +$27.7M +218,822 +3%
JP Morgan Chase
19
JP Morgan Chase
New York
$748M +$6.47M +51,096 +0.9%
Bank of America
20
Bank of America
North Carolina
$736M +$59.8M +472,171 +9%
BBHC
21
Brown Brothers Harriman & Co
New York
$692M +$13.8M +109,390 +2%
Fisher Asset Management
22
Fisher Asset Management
Washington
$686M +$37.8M +298,861 +6%
Wells Fargo
23
Wells Fargo
California
$684M -$4.15M -32,788 -0.6%
Goldman Sachs
24
Goldman Sachs
New York
$667M +$36.6M +288,964 +6%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$645M +$410K +3,241 +0.1%