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Berkshire Hathaway Class A
BRK.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: 98 → 103 (+5)

0% more funds holding

Funds holding: 917 → 918 (+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
–

Top Buyers

Rank Fund Capital Flow
1
RCAG
Rehmann Capital Advisory Group
Michigan
+$6.04B
2
DCM
Donaldson Capital Management
Indiana
+$1.88B
3
FMC
First Merchants Corp
Indiana
+$1.21B
4
HighTower Advisors
HighTower Advisors
Illinois
+$653M
5
EWA
Exencial Wealth Advisors
Oklahoma
+$371M

Top Sellers

Rank Fund Capital Flow
1
BO
BRR OpCo
Ohio
-$4.41B
2
SCM
Stonebridge Capital Management
California
-$3.2B
3
MHIM
MacNealy Hoover Investment Management
Ohio
-$248M
4
PWLP
Prio Wealth Limited Partnership
Massachusetts
-$92.2M
5
Capital International Investors
Capital International Investors
California
-$54.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
TNB
676
TCF National Bank
South Dakota
$624K +$619K +2 New
SCM
677
Stellar Capital Management
Arizona
$624K +$61.3M +198 +9,900%
CMI
678
Clare Market Investments
Texas
$624K – – –
HIM
679
HughesLittle Investment Management
$624K – – –
RE
680
RBC Europe
United Kingdom
$624K – – –
SC
681
Schoolcraft Capital
Colorado
$624K – – –
AWM
682
Avior Wealth Management
Nebraska
$623K – – –
CCT
683
Country Club Trust
Missouri
$623K – – –
GP
684
Girard Partners
Pennsylvania
$623K – – –
HA
685
Harfst & Associates
Wyoming
$623K – – –
HCM
686
Harvey Capital Management
Florida
$623K – – –
JFL
687
Jarislowsky, Fraser Ltd
Quebec, Canada
$623K – – –
MIH
688
Meitav Investment House
Israel
$623K – – –
MPAM
689
Murphy Pohlad Asset Management
Minnesota
$623K – – –
S
690
SimplyRich
California
$623K – – –
VCM
691
Versant Capital Management
Arizona
$623K – – –
JWM
692
JGP Wealth Management
Oregon
$610K – – –
TBA
693
Tower Bridge Advisors
Pennsylvania
$332K – – –
RFN
694
RDA Financial Network
Iowa
$329K – – –
PWA
695
Physician Wealth Advisors
Utah
$328K +$309K +1 New
FCMC
696
Founders Capital Management (Connecticut)
Connecticut
$313K – – –
TC
697
Trilogy Capital
California
$313K – – –
SCM
698
Stonebridge Capital Management
California
$312K -$3.2B -10,340 -100%
AP
699
Arlington Partners
Alabama
$312K -$7.12M -23 -96%
JIC
700
Johnson Investment Counsel
Ohio
$312K -$1.24M -4 -80%
26 27
28
29 30

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.