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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
GLA
701
Good Life Advisors
Pennsylvania
$312K -$309K -1 -50%
MA
702
Montag & Associates
Georgia
$312K -$309K -1 -50%
NAM
703
North American Management
Massachusetts
$312K -$309K -1 -50%
XSC
704
X-Square Capital
Puerto Rico
$312K -$309K -1 -50%
1IA
705
1834 Investment Advisors
Wisconsin
$312K
1SB
706
1ST Source Bank
Indiana
$312K
AIP
707
Ahrens Investment Partners
Louisiana
$312K
AF
708
Alerus Financial
North Dakota
$312K
ATFA
709
All Terrain Financial Advisors
Minnesota
$312K
AF
710
Allworth Financial
California
$312K
ACI
711
Alpha Cubed Investments
California
$312K
ACM
712
AlphaStar Capital Management
North Carolina
$312K
AWCI
713
Alpine Woods Capital Investors
New York
$312K
AAM
714
American Asset Management
Florida
$312K
AIS
715
American Investment Services
Massachusetts
$312K
ACS
716
Archford Capital Strategies
Illinois
$312K
AIA
717
Armor Investment Advisors
North Carolina
$312K
AWA
718
ARS Wealth Advisors
Florida
$312K
AAM
719
Aureus Asset Management
Massachusetts
$312K
AAM
720
Auxier Asset Management
Oregon
$312K
B
721
Bailard
California
$312K
BAMCO Inc
722
BAMCO Inc
New York
$312K
Barclays
723
Barclays
United Kingdom
$312K
BHWM
724
Bar Harbor Wealth Management
New Hampshire
$312K
BC
725
Barnett & Company
Tennessee
$312K

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.