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Berkshire Hathaway Class A
BRK.A

944 hedge funds and large institutions have $48.1B invested in Berkshire Hathaway Class A in 2019 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 100 increasing their positions, 139 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 35

65.51% more ownership

Funds ownership: 32.22% → 97.73% (+66%)

10% more capital invested

Capital invested by funds: $43.9B → $48.1B (+$4.22B)

3% more funds holding

Funds holding: 918 → 944 (+26)

2% less funds holding in top 10

Funds holding in top 10: 103 → 101 (-2)

28% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 139

Holders
944
Holders Change
+26
Holders Change %
+2.83%
% of All Funds
18.6%
Holding in Top 10
101
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.94%
% of All Funds
1.99%
New
71
Increased
100
Reduced
139
Closed
35
Calls
$376K
Puts
–
Net Calls
+$376K
Net Calls Change
+$376K

Top Buyers

Rank Fund Capital Flow
1
M&T Bank
M&T Bank
New York
+$150B
2
EW
Evoke Wealth
California
+$6.95B
3
CIC
Chilton Investment Company
Connecticut
+$6B
4
First Manhattan
First Manhattan
New York
+$473M
5
Capital World Investors
Capital World Investors
California
+$292M

Top Sellers

Rank Fund Capital Flow
1
DCM
Donaldson Capital Management
Indiana
-$1.97B
2
FMC
First Merchants Corp
Indiana
-$1.28B
3
HighTower Advisors
HighTower Advisors
Illinois
-$752M
4
ACP
Aviance Capital Partners
Florida
-$322M
5
WKWM
Walter & Keenan Wealth Management
Indiana
-$290M
Name Holding Trade Value Shares
Change 		Change in
Stake
TD Asset Management
401
TD Asset Management
Ontario, Canada
$2.04M -$326K -1 -14%
AWM
402
Altium Wealth Management
New York
$2.04M – – –
AC
403
Avenir Corporation
Virginia
$2.04M – – –
BP
404
Ballentine Partners
Massachusetts
$2.04M – – –
BC
405
Blackhill Capital
New Jersey
$2.04M – – –
CA
406
Centerpoint Advisors
Massachusetts
$2.04M – – –
CBTWT
407
Community Bank & Trust (Waco, Texas)
Texas
$2.04M – – –
CPA
408
Court Place Advisors
Maryland
$2.04M – – –
DI
409
Dalton Investments
Nevada
$2.04M – – –
FWCM
410
Ferguson Wellman Capital Management
Oregon
$2.04M – – –
FIM
411
Fernwood Investment Management
Massachusetts
$2.04M – – –
FPB
412
First PREMIER Bank
South Dakota
$2.04M – – –
GC
413
Grace Capital
Massachusetts
$2.04M – – –
LNC
414
Lincoln National Corp
Pennsylvania
$2.04M – – –
MA
415
MUFG Americas
New York
$2.04M – – –
NCM
416
Narwhal Capital Management
Georgia
$2.04M – – –
NCM
417
Northside Capital Management
Oregon
$2.04M – – –
TCM
418
Tran Capital Management
California
$2.04M – – –
VC
419
Vestor Capital
Illinois
$2.04M – – –
AWA
420
Arete Wealth Advisors
Illinois
$2.04M +$326K +1 +20%
BSW
421
Buckingham Strategic Wealth
Missouri
$2.04M +$326K +1 +20%
AI
422
Atria Investments
North Carolina
$2.04M +$651K +2 +50%
PPWM
423
PFG Private Wealth Management
Florida
$2.04M +$1.95M +6 New
CT
424
Caldwell Trust
Florida
$2.04M +$1.95M +6 New
CB
425
Commerce Bank
Missouri
$2.04M -$651K -2 -25%
15 16
17
18 19

BRK.A Hedge Fund Activity: Q4 2019 in Review

944 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q4 2019, worth a combined $48.1B — up 9.6% from $43.9B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new BRK.A positions and 35 closed out — a net gain of 36 holders — while 100 added to existing stakes and 139 trimmed.

The largest buyer was M&T Bank, adding an estimated $150B. The largest seller was Donaldson Capital Management, cutting an estimated $1.97B.

  • 944 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q4 2019, up from 918 in Q3 2019.
  • Funds reported $48.1B of Berkshire Hathaway Class A stock for Q4 2019, up 9.6% quarter-over-quarter.
  • 71 funds opened new Berkshire Hathaway Class A positions in Q4 2019 and 35 closed out, a net change of +36 holders.
  • The largest Berkshire Hathaway Class A buyer in Q4 2019 was M&T Bank, an estimated $150B added.
  • The largest Berkshire Hathaway Class A seller in Q4 2019 was Donaldson Capital Management, an estimated $1.97B sold.

Based on aggregated 13F filings for Q4 2019.