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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
RC
451
RBO & Co
California
$1.59M – – –
RHFI
452
Reilly Herbert Faulkner III
$1.59M – – –
RIG
453
Roosevelt Investment Group
New York
$1.59M – – –
SWP
454
Stratos Wealth Partners
Ohio
$1.59M – – –
TFO
455
Tarbox Family Office
California
$1.59M – – –
TWM
456
Torch Wealth Management
Ohio
$1.59M – – –
VC
457
Vestor Capital
Illinois
$1.59M – – –
WT
458
Washington Trust
Rhode Island
$1.59M – – –
WC
459
Whitnell & Co
Illinois
$1.59M – – –
Flossbach Von Storch
460
Flossbach Von Storch
Germany
$1.59M +$311K +1 +25%
AG
461
AlphaSimPlex Group
Massachusetts
$1.59M – – –
MCMT
462
Moon Capital Management (Tennessee)
Tennessee
$1.59M – – –
RJT
463
Raymond James Trust
Florida
$1.59M -$311K -1 -17%
AIP
464
Ameritas Investment Partners
Nebraska
$1.59M – – –
WPW
465
Waldron Private Wealth
Pennsylvania
$1.59M – – –
JIC
466
Johnson Investment Counsel
Ohio
$1.59M +$311K +1 +25%
BMA
467
Brooks Moore & Associates
Tennessee
$1.54M +$1.55M +5 New
GJIC
468
Gamble Jones Investment Counsel
California
$1.29M – – –
CA
469
Continuum Advisory
Idaho
$1.29M – – –
RMC
470
Regis Management Company
California
$1.27M -$1.24M -4 -50%
DekaBank Deutsche Girozentrale
471
DekaBank Deutsche Girozentrale
Germany
$1.27M -$933K -3 -43%
AIM
472
Axiom Investment Management
New York
$1.27M -$311K -1 -20%
BB
473
Busey Bank
Illinois
$1.27M -$311K -1 -20%
ET
474
Equitable Trust
Tennessee
$1.27M -$311K -1 -20%
FI
475
Fosun International
China
$1.27M -$311K -1 -20%
17 18
19
20 21

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.