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Berkshire Hathaway Class A
BRK.A

918 hedge funds and large institutions have $43.9B invested in Berkshire Hathaway Class A in 2019 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 95 increasing their positions, 122 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 28

5% more funds holding in top 10

Funds holding in top 10: 98 → 103 (+5)

0% more funds holding

Funds holding: 917 → 918 (+1)

0.01% more ownership

Funds ownership: 32.22% → 32.22% (+0.01%)

1% less capital invested

Capital invested by funds: $44.3B → $43.9B (-$371M)

22% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 122

Holders
918
Holders Change
+1
Holders Change %
+0.11%
% of All Funds
20.13%
Holding in Top 10
103
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.1%
% of All Funds
2.26%
New
35
Increased
95
Reduced
122
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCAG
Rehmann Capital Advisory Group
Michigan
+$6.04B
2
DCM
Donaldson Capital Management
Indiana
+$1.88B
3
FMC
First Merchants Corp
Indiana
+$1.21B
4
HighTower Advisors
HighTower Advisors
Illinois
+$653M
5
EWA
Exencial Wealth Advisors
Oklahoma
+$371M

Top Sellers

Rank Fund Capital Flow
1
BO
BRR OpCo
Ohio
-$4.41B
2
SCM
Stonebridge Capital Management
California
-$3.2B
3
MHIM
MacNealy Hoover Investment Management
Ohio
-$248M
4
PWLP
Prio Wealth Limited Partnership
Massachusetts
-$92.2M
5
Capital International Investors
Capital International Investors
California
-$54.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFIM
276
Beese Fulmer Investment Management
Ohio
$4.05M +$2.48M +8 +160%
EW
277
Evoke Wealth
California
$4.05M +$4.02M +13 New
1832 Asset Management
278
1832 Asset Management
Ontario, Canada
$3.75M +$3.09M +10 +500%
CRC
279
Curi RMB Capital
Illinois
$3.74M -$1.55M -5 -29%
AIM
280
Allen Investment Management
New York
$3.74M – – –
BPCE
281
Bank Pictet & Cie (Europe)
Germany
$3.74M – – –
BIM
282
Barton Investment Management
Pennsylvania
$3.74M – – –
BMO
283
Beck Mack & Oliver
New York
$3.74M – – –
CPIA
284
Cornell Pochily Investment Advisors
New York
$3.74M – – –
FMTC
285
Farmers & Merchants Trust Company
California
$3.74M – – –
FMBTD
286
First Midwest Bank Trust Division
Illinois
$3.74M – – –
Kovitz Investment Group Partners
287
Kovitz Investment Group Partners
Illinois
$3.74M – – –
ONB
288
Old National Bancorp
Indiana
$3.74M – – –
BBI
289
Baxter Bros Inc
Connecticut
$3.74M +$1.24M +4 +50%
EWA
290
Exencial Wealth Advisors
Oklahoma
$3.74M +$371M +1,200 New
BDWM
291
Brewin Dolphin Wealth Management
Ireland
$3.74M – – –
ACM
292
Alta Capital Management
Utah
$3.74M – – –
WP
293
WealthPLAN Partners
Nebraska
$3.62M -$309K -1 -8%
CC
294
Cannell Capital
Wyoming
$3.43M -$2.79M -9 -45%
RCG
295
Ruggie Capital Group
Florida
$3.43M -$2.48M -8 -42%
RHBC
296
R.H. Bluestein & Co
Michigan
$3.43M -$1.24M -4 -27%
JWM
297
Jupiter Wealth Management
Colorado
$3.43M -$928K -3 -21%
SC
298
Schulhoff & Co
Ohio
$3.43M -$619K -2 -15%
BCM
299
Beddow Capital Management
Wyoming
$3.43M -$309K -1 -8%
CPSAC
300
Chas P. Smith & Associates (CPS)
Florida
$3.43M – – –
10 11
12
13 14

BRK.A Hedge Fund Activity: Q3 2019 in Review

918 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q3 2019, worth a combined $43.9B — down 0.84% from $44.3B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new BRK.A positions and 28 closed out — a net gain of 7 holders — while 95 added to existing stakes and 122 trimmed.

The largest buyer was Rehmann Capital Advisory Group, opening a new position worth an estimated $6.04B. The largest seller was BRR OpCo, cutting an estimated $4.41B.

  • 918 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q3 2019, up from 917 in Q2 2019.
  • Funds reported $43.9B of Berkshire Hathaway Class A stock for Q3 2019, down 0.84% quarter-over-quarter.
  • 35 funds opened new Berkshire Hathaway Class A positions in Q3 2019 and 28 closed out, a net change of +7 holders.
  • The largest Berkshire Hathaway Class A buyer in Q3 2019 was Rehmann Capital Advisory Group, an estimated $6.04B added.
  • The largest Berkshire Hathaway Class A seller in Q3 2019 was BRR OpCo, an estimated $4.41B sold.

Based on aggregated 13F filings for Q3 2019.