We are live on ! Find out more
BRK.A icon

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
LWCFA
451
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.56M – – –
LBC
452
Lowe Brockenbrough & Co
Virginia
$1.56M – – –
LSA
453
L & S Advisors
California
$1.56M – – –
LWS
454
Lucia Wealth Services
California
$1.56M – – –
MPM
455
Meritage Portfolio Management
Kansas
$1.56M – – –
NSIM
456
North Star Investment Management
Illinois
$1.56M – – –
PFA
457
Pinnacle Family Advisors
Missouri
$1.56M – – –
RC
458
RBO & Co
California
$1.56M – – –
RHFI
459
Reilly Herbert Faulkner III
$1.56M – – –
RIG
460
Roosevelt Investment Group
New York
$1.56M – – –
SWP
461
Stratos Wealth Partners
Ohio
$1.56M – – –
TFO
462
Tarbox Family Office
California
$1.56M – – –
TWM
463
Torch Wealth Management
Ohio
$1.56M – – –
WPW
464
Waldron Private Wealth
Pennsylvania
$1.56M – – –
WC
465
Whitnell & Co
Illinois
$1.56M – – –
FIB
466
First Interstate Bank
Montana
$1.56M +$309K +1 +25%
BFPW
467
BOK Financial Private Wealth
Colorado
$1.56M +$619K +2 +67%
RC
468
RegentAtlantic Capital
New Jersey
$1.56M +$619K +2 +67%
MWM
469
Mission Wealth Management
California
$1.56M +$1.24M +4 +400%
Sumitomo Mitsui Trust Group
470
Sumitomo Mitsui Trust Group
Japan
$1.56M +$1.55M +5 New
AI
471
Atria Investments
North Carolina
$1.25M -$1.55M -5 -56%
KLI
472
Kelman-Lazarov Inc
Tennessee
$1.25M -$309K -1 -20%
RJT
473
Raymond James Trust
Florida
$1.25M -$309K -1 -20%
ABC
474
Associated Banc-Corp
Wisconsin
$1.25M – – –
AWM
475
Avondale Wealth Management
Texas
$1.25M – – –
17 18
19
20 21

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.