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Berkshire Hathaway Class A
BRK.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: 915 → 917 (+2)

2% less funds holding in top 10

Funds holding in top 10: 100 → 98 (-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
–

Top Buyers

Rank Fund Capital Flow
1
BO
BRR OpCo
Ohio
+$4.43B
2
MWM
Merriman Wealth Management
Washington
+$3.08B
3
WIC
Whitegate Investment Counselors
New Hampshire
+$715M
4
Capital World Investors
Capital World Investors
California
+$493M
5
CG
Colony Group
Massachusetts
+$124M

Top Sellers

Rank Fund Capital Flow
1
NC
Naman Capital
Brazil
-$622B
2
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$34.4B
3
HAG
HighPoint Advisor Group
Illinois
-$1.35B
4
Brown Advisory
Brown Advisory
Maryland
-$500M
5
WM
WS Management
Florida
-$146M
Name Holding Trade Value Shares
Change 		Change in
Stake
FPB
401
First PREMIER Bank
South Dakota
$1.91M – – –
GT
402
Glenview Trust
Kentucky
$1.91M – – –
GC
403
Grace Capital
Massachusetts
$1.91M – – –
IR
404
IAT Reinsurance
New York
$1.91M – – –
LNC
405
Lincoln National Corp
Pennsylvania
$1.91M – – –
MAP
406
Milestone Advisory Partners
North Carolina
$1.91M – – –
MMA
407
Miracle Mile Advisors
California
$1.91M – – –
MA
408
MUFG Americas
New York
$1.91M – – –
NCM
409
Narwhal Capital Management
Georgia
$1.91M – – –
NCM
410
Northside Capital Management
Oregon
$1.91M – – –
PNAA
411
Pictet North America Advisors
Switzerland
$1.91M – – –
TD Asset Management
412
TD Asset Management
Ontario, Canada
$1.91M – – –
URS
413
Utah Retirement Systems
Utah
$1.91M +$622K +2 +50%
CFA
414
Carroll Financial Associates
North Carolina
$1.91M +$1.24M +4 +200%
TCM
415
Tran Capital Management
California
$1.91M +$1.87M +6 New
CAN
416
Cetera Advisor Networks
California
$1.91M -$1.24M -4 -40%
CA
417
Cetera Advisors
Colorado
$1.91M – – –
TIA
418
Traphagen Investment Advisors
New Jersey
$1.89M – – –
PV
419
Private Vista
Illinois
$1.87M -$102M -329 -5%
WWM
420
Windsor Wealth Management
Indiana
$1.61M -$123M -396 -99%
AWA
421
Arete Wealth Advisors
Illinois
$1.59M – – –
Aristotle Capital Management
422
Aristotle Capital Management
California
$1.59M – – –
BFIM
423
Beese Fulmer Investment Management
Ohio
$1.59M – – –
BFEC
424
Benjamin F. Edwards & Company
Missouri
$1.59M – – –
BOS
425
Bingham Osborn & Scarborough
California
$1.59M – – –
15 16
17
18 19

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.