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Berkshire Hathaway Class 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: 915917 (+2)

2% less funds holding in top 10

Funds holding in top 10: 10098 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
VCP
526
Vista Capital Partners
Oregon
$1.08M -$14.6M -47 -0.9%
MIC
527
Means Investment Company
Maine
$967K
AWMG
528
Alliance Wealth Management Group
New Jersey
$955K -$62.2M -200 -40%
TCM
529
Towercrest Capital Management
Pennsylvania
$955K -$62.2M -200 -40%
RC
530
RegentAtlantic Capital
New Jersey
$955K -$1.24M -4 -57%
BFPW
531
BOK Financial Private Wealth
Colorado
$955K -$622K -2 -40%
BHWM
532
Bay Harbor Wealth Management
Maryland
$955K -$311K -1 -25%
ZF
533
Zhang Financial
Michigan
$955K -$311K -1 -25%
AF
534
Aldebaran Financial
$955K
AllianceBernstein
535
AllianceBernstein
Tennessee
$955K
BIC
536
Beach Investment Counsel
Pennsylvania
$955K
BIAS
537
Beacon Investment Advisory Services
New Jersey
$955K
BAM
538
Berkshire Asset Management
Pennsylvania
$955K
BHIA
539
Birch Hill Investment Advisors
Massachusetts
$955K
BFO
540
Boston Family Office
Massachusetts
$955K
BFM
541
Boston Financial Management
Massachusetts
$955K
BCM
542
BTC Capital Management
Iowa
$955K
CB
543
Cadence Bank
Mississippi
$955K
CNAM
544
Campbell Newman Asset Management
Wisconsin
$955K
CPA
545
Capital Planning Advisors
California
$955K
CAPTRUST Financial Advisors
546
CAPTRUST Financial Advisors
North Carolina
$955K
CIBC Private Wealth Group
547
CIBC Private Wealth Group
Georgia
$955K
CAM
548
Claret Asset Management
Quebec, Canada
$955K
CW
549
Cobiz Wealth
Colorado
$955K
DC
550
DeDora Capital
California
$955K

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.