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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
WB
676
Webster Bank
Connecticut
$612K – – –
WSCM
677
Wellington Shields Capital Management
New York
$612K – – –
WRM
678
Weybosset Research & Management
Rhode Island
$612K – – –
ZIG
679
Zuckerman Investment Group
Illinois
$612K – – –
BPWA
680
Beacon Pointe Wealth Advisors
California
$612K +$626K +2 New
CMI
681
Clare Market Investments
Texas
$612K +$626K +2 New
EAM
682
Evanson Asset Management
California
$612K +$626K +2 New
HA
683
Harfst & Associates
Wyoming
$612K +$626K +2 New
LC
684
Lindbrook Capital
California
$612K +$626K +2 New
QAM
685
Questar Asset Management
Minnesota
$612K +$626K +2 New
RMDI
686
R.M. Davis Inc
Maine
$612K +$626K +2 New
SCP
687
Stamos Capital Partners
California
$612K +$626K +2 New
VAG
688
VisionPoint Advisory Group
Texas
$612K +$626K +2 New
WCM
689
WealthBridge Capital Management
Ohio
$612K +$626K +2 New
NCM
690
Novare Capital Management
North Carolina
$612K +$31.3M +100 +100%
SCM
691
Smead Capital Management
Arizona
$612K +$62M +198 +9,900%
GIM
692
Greylin Investment Management
Virginia
$612K +$62.6M +200 New
CFA
693
Carroll Financial Associates
North Carolina
$590K – – –
VWA
694
V Wealth Advisors
Kansas
$588K – – –
IA
695
Independence Advisors
Pennsylvania
$457K +$700M +2,237 New
Thrivent Financial for Lutherans
696
Thrivent Financial for Lutherans
Minnesota
$320K – – –
FI
697
Financial Insights
Washington
$312K +$313K +1 New
GAMC
698
Garner Asset Management Corp
Texas
$306K -$15.7B -50,000 -100%
NFG
699
Next Financial Group
Texas
$306K -$3.76M -12 -92%
ZCA
700
Zeke Capital Advisors
Pennsylvania
$306K -$2.82M -9 -90%
26 27
28
29 30

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.