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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
CH
51
Canton Hathaway
Rhode Island
$99.8M – – –
VAM
52
Vontobel Asset Management
New York
$98.2M +$8.97M +29 +10%
State Street
53
State Street
Massachusetts
$97.9M -$5.26M -17 -5%
HSBC Holdings
54
HSBC Holdings
United Kingdom
$96M -$309K -1 -0.3%
JP Morgan Chase
55
JP Morgan Chase
New York
$94.2M -$11.4M -37 -11%
IFLIT
56
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$93.5M – – –
Fayez Sarofim & Co
57
Fayez Sarofim & Co
Texas
$89.2M +$309K +1 +0.4%
WT
58
Whittier Trust
California
$88.2M – – –
BC
59
Bartlett & Co
Ohio
$86.1M +$61.9M +200 +263%
BCWM
60
Bartlett & Co Wealth Management
Ohio
$86.1M +$61.9M +200 +263%
SCM
61
Sirios Capital Management
Massachusetts
$85.1M +$8.05M +26 +11%
VF
62
Virtu Financial
New York
$83.9M -$11.8M -38 -12%
HIC
63
Hartline Investment Corp
Illinois
$81.1M -$309K -1 -0.4%
SW
64
SVB Wealth
Massachusetts
$77.3M -$309K -1 -0.4%
State Farm Mutual Automobile Insurance
65
State Farm Mutual Automobile Insurance
Illinois
$74.5M -$29.4M -95 -28%
GF
66
Gabelli Funds
New York
$73.6M – – –
American Century Companies
67
American Century Companies
Missouri
$69.8M -$309K -1 -0.4%
RC
68
RBF Capital
California
$68M – – –
UBS Group
69
UBS Group
Switzerland
$67.7M -$1.24M -4 -2%
Creative Planning
70
Creative Planning
Kansas
$66.4M -$928K -3 -1%
Brown Advisory
71
Brown Advisory
Maryland
$65.8M +$6.81M +22 +12%
Northern Trust
72
Northern Trust
Illinois
$65.5M +$3.4M +11 +6%
Franklin Resources
73
Franklin Resources
California
$63M -$309K -1 -0.5%
FAM
74
Fenimore Asset Management
New York
$62.7M – – –
PPA
75
Parametric Portfolio Associates
Washington
$61.1M +$309K +1 +0.5%
1 2
3
4 5

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.