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Berkshire Hathaway Class 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: 98103 (+5)

0% more funds holding

Funds holding: 917918 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CC
551
Chicago Capital
Illinois
$935K
CIBC Private Wealth Group
552
CIBC Private Wealth Group
Georgia
$935K
CAM
553
Claret Asset Management
Quebec, Canada
$935K
CWM
554
Cornerstone Wealth Management
Missouri
$935K
DC
555
DeDora Capital
California
$935K
Dimensional Fund Advisors
556
Dimensional Fund Advisors
Texas
$935K
Edgewood Management
557
Edgewood Management
Connecticut
$935K
FG
558
Fiduciary Group
Georgia
$935K
GC
559
Giverny Capital
Quebec, Canada
$935K
HI
560
Hendershot Investments
Virginia
$935K
JFA
561
JNBA Financial Advisors
Minnesota
$935K
Kayne Anderson Rudnick Investment Management
562
Kayne Anderson Rudnick Investment Management
California
$935K
KC
563
Kingfisher Capital
North Carolina
$935K
LC
564
Lavaca Capital
Texas
$935K
LDB
565
Lee, Danner & Bass
Tennessee
$935K
LC
566
Lincoln Capital
Nebraska
$935K
MIA
567
MainStreet Investment Advisors
Illinois
$935K
MAFM
568
Mid Atlantic Financial Management
Pennsylvania
$935K
MML Investors Services
569
MML Investors Services
Massachusetts
$935K
MIM
570
Montgomery Investment Management
Maryland
$935K
MCM
571
MV Capital Management
Maryland
$935K
NCM
572
Novare Capital Management
North Carolina
$935K
OFW
573
Omnia Family Wealth
Florida
$935K
PGFC
574
Peapack-Gladstone Financial Corp
New Jersey
$935K
PBT
575
Pictet Bank & Trust
Bahamas
$935K

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.