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

Berkshire Hathaway Class A

915 hedge funds and large institutions have $42B invested in Berkshire Hathaway Class A in 2019 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 82 increasing their positions, 126 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

290.49% more ownership

Funds ownership: 27.77%318.26% (+290%)

25% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 44

0% more funds holding

Funds holding: 915915 (0)

5% less capital invested

Capital invested by funds: $44.1B → $42B (-$2.1B)

13% less funds holding in top 10

Funds holding in top 10: 115100 (-15)

35% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 126

Holders
915
Holders Change
Holders Change %
0%
% of All Funds
19.8%
Holding in Top 10
100
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-13.04%
% of All Funds
2.16%
New
55
Increased
82
Reduced
126
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Luther King Capital Management (LKCM)
251
Luther King Capital Management (LKCM)
Texas
$4.82M
RPC
252
Rossmore Private Capital
Connecticut
$4.82M
SNB
253
Security National Bank
Nebraska
$4.82M
VFA
254
Valeo Financial Advisors
Indiana
$4.82M
BF
255
BOK Financial
Oklahoma
$4.52M -$303K -1 -6%
FFA
256
First Foundation Advisors
California
$4.52M -$303K -1 -6%
VC
257
Vicus Capital
Pennsylvania
$4.52M -$303K -1 -6%
FCI
258
Financial Counselors Inc
Kansas
$4.52M
GW
259
GW & Wade
Massachusetts
$4.52M
HAI
260
Hennessy Advisors Inc
California
$4.52M
KJHP
261
K.J. Harrison & Partners
Ontario, Canada
$4.52M
Northwestern Mutual Wealth Management
262
Northwestern Mutual Wealth Management
Wisconsin
$4.52M +$303K +1 +7%
KPCM
263
Kings Point Capital Management
New York
$4.52M +$1.51M +5 +50%
JWM
264
Jupiter Wealth Management
Colorado
$4.42M +$4.24M +14 New
IC
265
InterOcean Capital
Illinois
$4.22M
SBL
266
Sargent Bickham Lagudis
Colorado
$4.22M
Schroder Investment Management Group
267
Schroder Investment Management Group
United Kingdom
$4.22M
SWM
268
SVA Wealth Management
Wisconsin
$4.22M
WSTAM
269
Wilbanks Smith & Thomas Asset Management
Virginia
$4.22M
OC
270
Oppenheimer & Co
New York
$4.22M +$2.12M +7 +100%
Carson Wealth (CWM LLC)
271
Carson Wealth (CWM LLC)
Nebraska
$4.19M -$2.12M -7 -41%
FNFDCM
272
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.92M -$303K -1 -7%
BSW
273
Buckingham Strategic Wealth
Missouri
$3.92M
GD
274
Grandfield & Dodd
New York
$3.92M
JIC
275
JRM Investment Counsel
Nebraska
$3.92M

BRK.A Hedge Fund Activity: Q1 2019 in Review

915 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q1 2019, worth a combined $42B — down 4.7% from $44.1B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new BRK.A positions and 44 closed out — a net gain of 11 holders — while 82 added to existing stakes and 126 trimmed.

The largest buyer was Naman Capital, adding an estimated $606B. The largest seller was Capital International Investors, cutting an estimated $660M.

  • 915 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $42B of Berkshire Hathaway Class A stock for Q1 2019, down 4.7% quarter-over-quarter.
  • 55 funds opened new Berkshire Hathaway Class A positions in Q1 2019 and 44 closed out, a net change of +11 holders.
  • The largest Berkshire Hathaway Class A buyer in Q1 2019 was Naman Capital, an estimated $606B added.
  • The largest Berkshire Hathaway Class A seller in Q1 2019 was Capital International Investors, an estimated $660M sold.

Based on aggregated 13F filings for Q1 2019.