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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
Lido Advisors
801
Lido Advisors
California
$306K – – –
LCM
802
LVM Capital Management
Michigan
$306K – – –
MFS
803
Madrona Financial Services
Washington
$306K – – –
MFBTD
804
MB Financial Bank - Trust Department
Illinois
$306K – – –
MWPCG
805
Measured Wealth Private Client Group
New Hampshire
$306K – – –
MCA
806
Mercer Capital Advisers
New Jersey
$306K – – –
MFW
807
Meristem Family Wealth
Minnesota
$306K – – –
Mirae Asset Global Investments
808
Mirae Asset Global Investments
South Korea
$306K – – –
MMPW
809
Mitchell McLeod Pugh & Williams
Alabama
$306K – – –
MKC
810
M. Kraus & Co
Vermont
$306K – – –
MCM
811
Monarch Capital Management
Indiana
$306K – – –
MFG
812
Monte Financial Group
Connecticut
$306K – – –
MC
813
Moors & Cabot
Massachusetts
$306K – – –
MFW
814
Mosaic Family Wealth
Missouri
$306K – – –
MLIM
815
Mountain Lake Investment Management
Florida
$306K – – –
MRCM
816
M&R Capital Management
New Jersey
$306K – – –
NCM
817
New Capital Management
Texas
$306K – – –
NEPWA
818
New England Private Wealth Advisors
Massachusetts
$306K – – –
NP
819
NorthRock Partners
Minnesota
$306K – – –
NL
820
NVWM LLC
Pennsylvania
$306K – – –
NL
821
NWAM LLC
Washington
$306K – – –
OC
822
Oakworth Capital
Alabama
$306K – – –
OIM
823
Orca Investment Management
Oregon
$306K – – –
OA
824
Oxbow Advisors
Texas
$306K – – –
PA
825
Parallel Advisors
California
$306K – – –
31 32
33
34 35

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.