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Berkshire Hathaway Class A
BRK.A

915 hedge funds and large institutions have $44.1B invested in Berkshire Hathaway Class A in 2018 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 97 increasing their positions, 126 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 34

10% more funds holding in top 10

Funds holding in top 10: 105 → 115 (+10)

4% more funds holding

Funds holding: 878 → 915 (+37)

14% less capital invested

Capital invested by funds: $51.1B → $44.1B (-$6.94B)

23% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 126

632.4% less ownership

Funds ownership: 660.17% → 27.77% (-632%)

Holders
915
Holders Change
+37
Holders Change %
+4.21%
% of All Funds
20.39%
Holding in Top 10
115
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+9.52%
% of All Funds
2.56%
New
78
Increased
97
Reduced
126
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HAG
HighPoint Advisor Group
Illinois
+$1.22B
2
PWSG
Pacific Wealth Strategies Group
California
+$1.04B
3
IA
Independence Advisors
Pennsylvania
+$700M
4
PK
Pflug Koory
Nebraska
+$689M
5
AWMG
Alliance Wealth Management Group
New Jersey
+$157M

Top Sellers

Rank Fund Capital Flow
1
CWM
Cornerstone Wealth Management
Missouri
-$176B
2
CIA
Choate Investment Advisors
Massachusetts
-$16.7B
3
GAMC
Garner Asset Management Corp
Texas
-$15.7B
4
MAM
Magellan Asset Management
Australia
-$859M
5
JMPWA
JP Morgan Private Wealth Advisors
California
-$186M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
501
MAI Capital Management
Ohio
$1.22M – – –
MC
502
Middleton & Co
Massachusetts
$1.22M – – –
Mitsubishi UFJ Trust & Banking
503
Mitsubishi UFJ Trust & Banking
Japan
$1.22M – – –
Nomura Asset Management
504
Nomura Asset Management
Japan
$1.22M – – –
NWM
505
Northwest Wealth Management
Iowa
$1.22M – – –
PCM
506
Parsons Capital Management
Rhode Island
$1.22M – – –
PA
507
Pinnacle Associates
New York
$1.22M – – –
RMC
508
Regis Management Company
California
$1.22M – – –
RAM
509
RK Asset Management
Michigan
$1.22M – – –
SMP
510
Santa Monica Partners
Florida
$1.22M – – –
SC
511
Scotia Capital
Ontario, Canada
$1.22M – – –
SC
512
SouthState Corp
Florida
$1.22M – – –
SGAM
513
Steinberg Global Asset Management
Florida
$1.22M – – –
TA
514
Tiedemann Advisors
New York
$1.22M – – –
WT
515
Washington Trust
Rhode Island
$1.22M – – –
WA
516
Wheatland Advisors
Pennsylvania
$1.22M – – –
WWM
517
Windsor Wealth Management
Indiana
$1.22M – – –
AWM
518
Avondale Wealth Management
Texas
$1.22M +$313K +1 +33%
CCC
519
Chelsea Counsel Company
California
$1.22M +$313K +1 +33%
FPA
520
First Pacific Advisors
California
$1.22M +$626K +2 +100%
HT
521
Heritage Trust
Oklahoma
$1.22M +$626K +2 +100%
JIC
522
Johnson Investment Counsel
Ohio
$1.22M +$626K +2 +100%
FNT
523
First National Trust
Pennsylvania
$1.22M +$939K +3 +300%
BCM
524
Bayesian Capital Management
New York
$1.22M +$1.25M +4 New
BHWM
525
Bay Harbor Wealth Management
Maryland
$1.22M +$1.25M +4 New
19 20
21
22 23

BRK.A Hedge Fund Activity: Q4 2018 in Review

915 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q4 2018, worth a combined $44.1B — down 14% from $51.1B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new BRK.A positions and 34 closed out — a net gain of 44 holders — while 97 added to existing stakes and 126 trimmed.

The largest buyer was HighPoint Advisor Group, adding an estimated $1.22B. The largest seller was Cornerstone Wealth Management, cutting an estimated $176B.

  • 915 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q4 2018, up from 878 in Q3 2018.
  • Funds reported $44.1B of Berkshire Hathaway Class A stock for Q4 2018, down 14% quarter-over-quarter.
  • 78 funds opened new Berkshire Hathaway Class A positions in Q4 2018 and 34 closed out, a net change of +44 holders.
  • The largest Berkshire Hathaway Class A buyer in Q4 2018 was HighPoint Advisor Group, an estimated $1.22B added.
  • The largest Berkshire Hathaway Class A seller in Q4 2018 was Cornerstone Wealth Management, an estimated $176B sold.

Based on aggregated 13F filings for Q4 2018.