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Berkshire Hathaway Class B

1,655 hedge funds and large institutions have $115B invested in Berkshire Hathaway Class B in 2015 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 632 increasing their positions, 619 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 57

48% more call options, than puts

Call options by funds: $955M | Put options by funds: $645M

2% more repeat investments, than reductions

Existing positions increased: 632 | Existing positions reduced: 619

1% more funds holding

Funds holding: 1,6421,655 (+13)

0.81% less ownership

Funds ownership: 66.06%65.24% (-0.81%)

4% less capital invested

Capital invested by funds: $120B → $115B (-$5.05B)

5% less funds holding in top 10

Funds holding in top 10: 324307 (-17)

Holders
1,655
Holders Change
+13
Holders Change %
+0.79%
% of All Funds
44.11%
Holding in Top 10
307
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-5.25%
% of All Funds
8.18%
New
91
Increased
632
Reduced
619
Closed
57
Calls
$955M
Puts
$645M
Net Calls
+$310M
Net Calls Change
+$409M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$13.1B +$478M +3,250,714 +4%
State Street
2
State Street
Massachusetts
$11.3B -$661M -4,495,756 -5%
Gates Foundation Trust
3
Gates Foundation Trust
Washington
$10.6B -$736M -5,000,000 -6%
BIT
4
BlackRock Institutional Trust
California
$6.85B +$38.1M +259,113 +0.5%
Northern Trust
5
Northern Trust
Illinois
$2.97B -$65.2M -443,236 -2%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$2.88B -$109M -737,727 -4%
BFA
7
BlackRock Fund Advisors
California
$2.7B -$110M -744,985 -4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.15B +$87.3M +593,520 +4%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$2.02B -$52.6M -357,672 -2%
Eagle Capital Management (New York)
10
Eagle Capital Management (New York)
New York
$1.51B -$5.43M -36,874 -0.4%
BG
11
BlackRock Group
United Kingdom
$1.4B -$45.8M -311,187 -3%
Boston Partners
12
Boston Partners
Massachusetts
$1.27B -$28.6M -194,178 -2%
TCIM
13
TIAA CREF Investment Management
New York
$966M -$20.4M -138,825 -2%
Morgan Stanley
14
Morgan Stanley
New York
$964M -$62.8M -426,674 -6%
AllianceBernstein
15
AllianceBernstein
Tennessee
$933M +$52.3M +355,601 +6%
JP Morgan Chase
16
JP Morgan Chase
New York
$902M -$5.62M -38,215 -0.6%
FMI
17
Fiduciary Management Inc
Wisconsin
$870M -$16.9M -114,746 -2%
Bank of America
18
Bank of America
North Carolina
$835M +$22.2M +150,591 +3%
Norges Bank
19
Norges Bank
Norway
$828M +$144M +981,155 +21%
Deutsche Bank
20
Deutsche Bank
Germany
$813M +$289M +1,963,774 +54%
Fisher Asset Management
21
Fisher Asset Management
Washington
$785M +$1.68M +11,391 +0.2%
Wells Fargo
22
Wells Fargo
California
$779M -$40.2M -273,281 -5%
UBS AM
23
UBS AM
Illinois
$776M +$12M +81,789 +2%
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$759M -$130K -882 -0%
BBHC
25
Brown Brothers Harriman & Co
New York
$713M -$57.9M -393,696 -7%