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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$12.5B +$169M +1,186,864 +1%
State Street
2
State Street
Massachusetts
$10.4B -$274M -1,924,520 -2%
Gates Foundation Trust
3
Gates Foundation Trust
Washington
$9.34B -$713M -5,000,000 -7%
BIT
4
BlackRock Institutional Trust
California
$6.26B -$206M -1,446,700 -3%
Northern Trust
5
Northern Trust
Illinois
$2.81B +$11.7M +82,087 +0.4%
BFA
6
BlackRock Fund Advisors
California
$2.57B +$25.8M +181,129 +1%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$2.54B -$181M -1,267,694 -6%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.04B +$10.4M +73,136 +0.5%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$1.89B -$16.4M -114,730 -0.8%
Eagle Capital Management (New York)
10
Eagle Capital Management (New York)
New York
$1.41B -$21.1M -148,094 -1%
BG
11
BlackRock Group
United Kingdom
$1.32B +$8.32M +58,313 +0.6%
Boston Partners
12
Boston Partners
Massachusetts
$1.16B -$32.5M -227,905 -3%
Norges Bank
13
Norges Bank
Norway
$946M +$173M +1,213,273 +21%
TCIM
14
TIAA CREF Investment Management
New York
$916M +$4.86M +34,085 +0.5%
JP Morgan Chase
15
JP Morgan Chase
New York
$911M +$63M +442,039 +7%
Morgan Stanley
16
Morgan Stanley
New York
$900M -$10.2M -71,609 -1%
AllianceBernstein
17
AllianceBernstein
Tennessee
$880M -$311K -2,183 -0%
Deutsche Bank
18
Deutsche Bank
Germany
$865M +$103M +723,509 +13%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$807M +$164M +1,150,666 +24%
FMI
20
Fiduciary Management Inc
Wisconsin
$798M -$24M -168,535 -3%
Bank of America
21
Bank of America
North Carolina
$778M -$9.63M -67,531 -1%
Fisher Asset Management
22
Fisher Asset Management
Washington
$751M +$10.5M +73,566 +1%
UBS AM
23
UBS AM
Illinois
$743M +$11.9M +83,575 +2%
Wells Fargo
24
Wells Fargo
California
$720M -$15.6M -109,632 -2%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$702M -$14.4M -100,698 -2%