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

Berkshire Hathaway Class A

917 hedge funds and large institutions have $44.3B invested in Berkshire Hathaway Class A in 2019 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 76 increasing their positions, 132 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 24

5% more capital invested

Capital invested by funds: $42B → $44.3B (+$2.27B)

0% more funds holding

Funds holding: 915917 (+2)

2% less funds holding in top 10

Funds holding in top 10: 10098 (-2)

42% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 132

286.05% less ownership

Funds ownership: 318.26%32.22% (-286%)

Holders
917
Holders Change
+2
Holders Change %
+0.22%
% of All Funds
19.92%
Holding in Top 10
98
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2%
% of All Funds
2.13%
New
33
Increased
76
Reduced
132
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
226
CIBC World Market
Ontario, Canada
$6.05M
EA
227
Elm Advisors
California
$6.05M
MJP
228
Michael J. Puzo
$6.05M
RCG
229
Ruggie Capital Group
Florida
$6.05M +$2.49M +8 +73%
SBH
230
Segall Bryant & Hamill
Illinois
$6.05M +$311K +1 +6%
CIC
231
Chilton Investment Company
Connecticut
$5.73M -$622K -2 -10%
NPF
232
Norris Perne & French
Michigan
$5.73M -$311K -1 -5%
AAM
233
AR Asset Management
California
$5.73M
EFS
234
Essex Financial Services
Connecticut
$5.73M
FPCP
235
Fort Point Capital Partners
California
$5.73M
LKIM
236
Lawson Kroeker Investment Management
Nebraska
$5.73M
WCA
237
Windsor Creek Advisors
Vermont
$5.73M
MHIM
238
MacNealy Hoover Investment Management
Ohio
$5.41M -$62.2M -200 -11%
CSIC
239
Clifford Swan Investment Counsel
California
$5.41M -$311K -1 -6%
KFGK
240
Keystone Financial Group (Kentucky)
Kentucky
$5.41M
WCM
241
Wallace Capital Management
Texas
$5.41M
WCM
242
Weik Capital Management
Pennsylvania
$5.41M
Northwestern Mutual Wealth Management
243
Northwestern Mutual Wealth Management
Wisconsin
$5.41M +$622K +2 +13%
CRC
244
Curi RMB Capital
Illinois
$5.41M +$1.55M +5 +42%
BG
245
Bahl & Gaynor
Ohio
$5.09M
Luther King Capital Management (LKCM)
246
Luther King Capital Management (LKCM)
Texas
$5.09M
RPC
247
Rossmore Private Capital
Connecticut
$5.09M
SNB
248
Security National Bank
Nebraska
$5.09M
ST
249
Smithfield Trust
Pennsylvania
$5.09M
VFA
250
Valeo Financial Advisors
Indiana
$5.09M

BRK.A Hedge Fund Activity: Q2 2019 in Review

917 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q2 2019, worth a combined $44.3B — up 5.4% from $42B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new BRK.A positions and 24 closed out — a net gain of 9 holders — while 76 added to existing stakes and 132 trimmed.

The largest buyer was BRR OpCo, adding an estimated $4.43B. The largest seller was Naman Capital, cutting an estimated $622B.

  • 917 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q2 2019, up from 915 in Q1 2019.
  • Funds reported $44.3B of Berkshire Hathaway Class A stock for Q2 2019, up 5.4% quarter-over-quarter.
  • 33 funds opened new Berkshire Hathaway Class A positions in Q2 2019 and 24 closed out, a net change of +9 holders.
  • The largest Berkshire Hathaway Class A buyer in Q2 2019 was BRR OpCo, an estimated $4.43B added.
  • The largest Berkshire Hathaway Class A seller in Q2 2019 was Naman Capital, an estimated $622B sold.

Based on aggregated 13F filings for Q2 2019.