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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
AWM
601
Avior Wealth Management
Nebraska
$637K – – –
BST
602
Bath Savings Trust
Maine
$637K – – –
BCA
603
Bay Colony Advisors
Massachusetts
$637K – – –
BPWA
604
Beacon Pointe Wealth Advisors
California
$637K – – –
BCC
605
Biglari Capital Corp
Texas
$637K – – –
BBA
606
BLB&B Advisors
Pennsylvania
$637K – – –
BIG
607
Boothe Investment Group
Delaware
$637K – – –
BIM
608
Bridgecreek Investment Management
Oklahoma
$637K – – –
CIA
609
Capital Investment Advisors
Georgia
$637K – – –
CG
610
Caprock Group
Idaho
$637K – – –
CB
611
Chemical Bank
Michigan
$637K – – –
CBB
612
Citizens Business Bank
California
$637K – – –
CHC
613
City Holding Co
West Virginia
$637K – – –
CF
614
Copperwynd Financial
Arizona
$637K – – –
CCT
615
Country Club Trust
Missouri
$637K – – –
CCMD
616
Cypress Capital Management (Delaware)
Delaware
$637K – – –
DWM
617
Darwin Wealth Management
Florida
$637K – – –
ELC
618
Edgar Lomax Company
Virginia
$637K – – –
EAM
619
Evanson Asset Management
California
$637K – – –
FLI
620
Family Legacy Inc
South Carolina
$637K – – –
FM
621
Family Management
New York
$637K – – –
FMW
622
Farr Miller & Washington
District of Columbia
$637K – – –
FPGK
623
Financial Partners Group (Kansas)
Kansas
$637K – – –
FNBTCON
624
First National Bank & Trust Co of Newtown
Pennsylvania
$637K – – –
FNT
625
First National Trust
Pennsylvania
$637K – – –
23 24
25
26 27

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.