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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
BIM
51
Bridges Investment Management
Nebraska
$110M +$2.5M +8 +2%
Aviva
52
Aviva
United Kingdom
$108M -$15.3M -49 -12%
BAM
53
Burgundy Asset Management
Ontario, Canada
$102M – – –
CH
54
Canton Hathaway
Rhode Island
$102M -$313K -1 -0.3%
VAM
55
Vontobel Asset Management
New York
$96.7M +$14.4M +46 +17%
Mackenzie Financial
56
Mackenzie Financial
Ontario, Canada
$96.4M -$63.6M -203 -39%
HSBC Holdings
57
HSBC Holdings
United Kingdom
$96M +$7.83M +25 +9%
WT
58
Whittier Trust
California
$94.2M -$939K -3 -1%
HighTower Advisors
59
HighTower Advisors
Illinois
$92.7M -$1.57M -5 -2%
IFLIT
60
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$91.8M – – –
American Century Companies
61
American Century Companies
Missouri
$82.6M +$4.07M +13 +5%
HIC
62
Hartline Investment Corp
Illinois
$79.9M – – –
SW
63
SVB Wealth
Massachusetts
$79.6M +$28.8M +92 +55%
Fayez Sarofim & Co
64
Fayez Sarofim & Co
Texas
$76.2M +$6.26M +20 +9%
UBS Group
65
UBS Group
Switzerland
$73.7M -$11.3M -36 -13%
GF
66
Gabelli Funds
New York
$72.2M -$313K -1 -0.4%
SCM
67
Sirios Capital Management
Massachusetts
$69.2M -$3.76M -12 -5%
RC
68
RBF Capital
California
$66.7M – – –
Northern Trust
69
Northern Trust
Illinois
$65.5M +$939K +3 +1%
Creative Planning
70
Creative Planning
Kansas
$63.9M +$939K +3 +1%
Franklin Resources
71
Franklin Resources
California
$63.3M -$939K -3 -1%
FAM
72
Fenimore Asset Management
New York
$61.5M – – –
Brown Advisory
73
Brown Advisory
Maryland
$59.7M +$939K +3 +2%
Royal London Asset Management
74
Royal London Asset Management
United Kingdom
$56.6M +$58.5M +187 New
PB
75
Pinnacle Bancorp
Nebraska
$52.6M +$53.9M +172 New
1 2
3
4 5

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.