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

Berkshire Hathaway Class A
BRK.A

915 hedge funds and large institutions have $44.1B invested in Berkshire Hathaway Class A in 2018 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 97 increasing their positions, 126 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 34

10% more funds holding in top 10

Funds holding in top 10: 105 → 115 (+10)

4% more funds holding

Funds holding: 878 → 915 (+37)

14% less capital invested

Capital invested by funds: $51.1B → $44.1B (-$6.94B)

23% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 126

632.4% less ownership

Funds ownership: 660.17% → 27.77% (-632%)

Holders
915
Holders Change
+37
Holders Change %
+4.21%
% of All Funds
20.39%
Holding in Top 10
115
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+9.52%
% of All Funds
2.56%
New
78
Increased
97
Reduced
126
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HAG
HighPoint Advisor Group
Illinois
+$1.22B
2
PWSG
Pacific Wealth Strategies Group
California
+$1.04B
3
IA
Independence Advisors
Pennsylvania
+$700M
4
PK
Pflug Koory
Nebraska
+$689M
5
AWMG
Alliance Wealth Management Group
New Jersey
+$157M

Top Sellers

Rank Fund Capital Flow
1
CWM
Cornerstone Wealth Management
Missouri
-$176B
2
CIA
Choate Investment Advisors
Massachusetts
-$16.7B
3
GAMC
Garner Asset Management Corp
Texas
-$15.7B
4
MAM
Magellan Asset Management
Australia
-$859M
5
JMPWA
JP Morgan Private Wealth Advisors
California
-$186M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
251
Wallace Capital Management
Texas
$5.2M +$313K +1 +6%
Carson Wealth (CWM LLC)
252
Carson Wealth (CWM LLC)
Nebraska
$5.2M +$939K +3 +21%
MMHP
253
Murphy Middleton Hinkle & Parker
Georgia
$5.2M +$3.13M +10 +143%
SNB
254
Security National Bank
Nebraska
$4.9M -$626K -2 -11%
CAM
255
Carret Asset Management
New York
$4.9M – – –
FFA
256
First Foundation Advisors
California
$4.9M – – –
RPC
257
Rossmore Private Capital
Connecticut
$4.9M – – –
VFA
258
Valeo Financial Advisors
Indiana
$4.9M – – –
VC
259
Vicus Capital
Pennsylvania
$4.9M – – –
BF
260
BOK Financial
Oklahoma
$4.9M +$313K +1 +7%
Luther King Capital Management (LKCM)
261
Luther King Capital Management (LKCM)
Texas
$4.9M +$313K +1 +7%
HAI
262
Hennessy Advisors Inc
California
$4.59M -$626K -2 -12%
BCM
263
Beddow Capital Management
Wyoming
$4.59M – – –
FCI
264
Financial Counselors Inc
Kansas
$4.59M – – –
GW
265
GW & Wade
Massachusetts
$4.59M – – –
KJHP
266
K.J. Harrison & Partners
Ontario, Canada
$4.59M – – –
CAN
267
Cetera Advisor Networks
California
$4.28M – – –
FNFDCM
268
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.28M – – –
FFW
269
Fusion Family Wealth
New York
$4.28M – – –
IC
270
InterOcean Capital
Illinois
$4.28M – – –
SBL
271
Sargent Bickham Lagudis
Colorado
$4.28M – – –
SWM
272
SVA Wealth Management
Wisconsin
$4.28M – – –
WSTAM
273
Wilbanks Smith & Thomas Asset Management
Virginia
$4.28M – – –
Northwestern Mutual Wealth Management
274
Northwestern Mutual Wealth Management
Wisconsin
$4.28M +$313K +1 +8%
KBC Group
275
KBC Group
Belgium
$4.28M +$4.38M +14 New
9 10
11
12 13

BRK.A Hedge Fund Activity: Q4 2018 in Review

915 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q4 2018, worth a combined $44.1B — down 14% from $51.1B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new BRK.A positions and 34 closed out — a net gain of 44 holders — while 97 added to existing stakes and 126 trimmed.

The largest buyer was HighPoint Advisor Group, adding an estimated $1.22B. The largest seller was Cornerstone Wealth Management, cutting an estimated $176B.

  • 915 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q4 2018, up from 878 in Q3 2018.
  • Funds reported $44.1B of Berkshire Hathaway Class A stock for Q4 2018, down 14% quarter-over-quarter.
  • 78 funds opened new Berkshire Hathaway Class A positions in Q4 2018 and 34 closed out, a net change of +44 holders.
  • The largest Berkshire Hathaway Class A buyer in Q4 2018 was HighPoint Advisor Group, an estimated $1.22B added.
  • The largest Berkshire Hathaway Class A seller in Q4 2018 was Cornerstone Wealth Management, an estimated $176B sold.

Based on aggregated 13F filings for Q4 2018.