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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
Dimensional Fund Advisors
551
Dimensional Fund Advisors
Texas
$955K
Edgewood Management
552
Edgewood Management
Connecticut
$955K
EWM
553
Executive Wealth Management
Michigan
$955K
FG
554
Fiduciary Group
Georgia
$955K
GC
555
Giverny Capital
Quebec, Canada
$955K
JFA
556
JNBA Financial Advisors
Minnesota
$955K
Kayne Anderson Rudnick Investment Management
557
Kayne Anderson Rudnick Investment Management
California
$955K
KC
558
Kingfisher Capital
North Carolina
$955K
LC
559
Lavaca Capital
Texas
$955K
LDB
560
Lee, Danner & Bass
Tennessee
$955K
MAFM
561
Mid Atlantic Financial Management
Pennsylvania
$955K
MIM
562
Montgomery Investment Management
Maryland
$955K
MCM
563
MV Capital Management
Maryland
$955K
OFW
564
Omnia Family Wealth
Florida
$955K
PGFC
565
Peapack-Gladstone Financial Corp
New Jersey
$955K
PBT
566
Pictet Bank & Trust
Bahamas
$955K
PCAP
567
Pratt Collard Advisory Partners
New York
$955K
PWLP
568
Prio Wealth Limited Partnership
Massachusetts
$955K
RG
569
Rikoon Group
New Mexico
$955K
RCWMU
570
Rothschild & Co Wealth Management (UK)
United Kingdom
$955K
RC
571
Roundview Capital
New Jersey
$955K
Russell Investments Group
572
Russell Investments Group
United Kingdom
$955K
SIC
573
Schwartz Investment Counsel
Michigan
$955K
SAM
574
Shikiar Asset Management
New York
$955K
VCM
575
Violich Capital Management
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.