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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
PAM
326
Peak Asset Management
Colorado
$3.12M – – –
WC
327
Weil Company
California
$3.12M – – –
FT
328
Fiduciary Trust
Massachusetts
$3.12M +$1.24M +4 +67%
Citadel Advisors
329
Citadel Advisors
Florida
$3.12M +$1.55M +5 +100%
ACP
330
Aviance Capital Partners
Florida
$3.12M +$306M +990 +9,900%
BAC
331
Boys Arnold & Co
North Carolina
$3.11M -$309K -1 -9%
OLA
332
Oliver Luxxe Assets
New Jersey
$3.07M – – –
MHIM
333
MacNealy Hoover Investment Management
Ohio
$2.81M -$248M -800 -47%
ANBT
334
American National Bank & Trust
Texas
$2.81M -$309K -1 -10%
BFA
335
Bragg Financial Advisors
North Carolina
$2.81M – – –
CL
336
Choreo LLC
Illinois
$2.81M – – –
CAMG
337
CWA Asset Management Group
Florida
$2.81M – – –
DDC
338
DF Dent & Co
Maryland
$2.81M – – –
GIM
339
Goelzer Investment Management
Indiana
$2.81M – – –
NA
340
Nottingham Advisors
New York
$2.81M – – –
SDIC
341
South Dakota Investment Council
South Dakota
$2.81M – – –
SCM
342
Sterling Capital Management
North Carolina
$2.81M – – –
Truist Financial
343
Truist Financial
North Carolina
$2.81M – – –
UCFA
344
United Capital Financial Advisors
Texas
$2.81M – – –
WKWM
345
Walter & Keenan Wealth Management
Indiana
$2.81M – – –
WF
346
WoodTrust Financial
Wisconsin
$2.81M – – –
PWP
347
Principle Wealth Partners
Connecticut
$2.81M +$2.17M +7 +350%
SFS
348
Sowell Financial Services
Arkansas
$2.81M +$2.79M +9 New
SMH
349
Sanders Morris Harris
Texas
$2.75M +$2.79M +9 New
TAM
350
Taurus Asset Management
New York
$2.5M -$619K -2 -20%
12 13
14
15 16

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.