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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
Mitsubishi UFJ Trust & Banking
476
Mitsubishi UFJ Trust & Banking
Japan
$1.27M -$311K -1 -20%
AA
477
Alesco Advisors
New York
$1.27M – – –
ABC
478
Associated Banc-Corp
Wisconsin
$1.27M – – –
AWM
479
Avondale Wealth Management
Texas
$1.27M – – –
BRA
480
Biechele Royce Advisors
Indiana
$1.27M – – –
BDCM
481
Black Diamond Capital Management
Connecticut
$1.27M – – –
BCI
482
Brinker Capital Investments
Pennsylvania
$1.27M – – –
BHBT
483
Burke & Herbert Bank & Trust
Virginia
$1.27M – – –
CC
484
Cadinha & Co
Hawaii
$1.27M – – –
CCM
485
Canal Capital Management
Virginia
$1.27M – – –
CC
486
Capital Counsel
New York
$1.27M – – –
CCC
487
Chelsea Counsel Company
California
$1.27M – – –
CA
488
Clearstead Advisors
Ohio
$1.27M – – –
CT
489
Coastline Trust
Rhode Island
$1.27M – – –
CAM
490
Congress Asset Management
Massachusetts
$1.27M – – –
CAM
491
Costello Asset Management
Pennsylvania
$1.27M – – –
CFS
492
CRA Financial Services
New Jersey
$1.27M – – –
ECAM
493
East Coast Asset Management
Massachusetts
$1.27M – – –
FIB
494
First Interstate Bank
Montana
$1.27M – – –
FNC
495
First National Corp
Massachusetts
$1.27M – – –
FI
496
FormulaFolio Investments
Michigan
$1.27M – – –
FSCM
497
Front Street Capital Management
Montana
$1.27M – – –
GIA
498
GHP Investment Advisors
Colorado
$1.27M – – –
GCM
499
Gibraltar Capital Management
Oklahoma
$1.27M – – –
GC
500
Grimes & Company
Massachusetts
$1.27M – – –
18 19
20
21 22

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.