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Berkshire Hathaway Class A

915 hedge funds and large institutions have $42B invested in Berkshire Hathaway Class A in 2019 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 82 increasing their positions, 126 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

290.49% more ownership

Funds ownership: 27.77%318.26% (+290%)

25% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 44

0% more funds holding

Funds holding: 915915 (0)

5% less capital invested

Capital invested by funds: $44.1B → $42B (-$2.1B)

13% less funds holding in top 10

Funds holding in top 10: 115100 (-15)

35% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 126

Holders
915
Holders Change
Holders Change %
0%
% of All Funds
19.8%
Holding in Top 10
100
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-13.04%
% of All Funds
2.16%
New
55
Increased
82
Reduced
126
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KCPG
801
Kavar Capital Partners Group
Kansas
$301K
KWA
802
KCS Wealth Advisory
California
$301K
KPW
803
Kore Private Wealth
New York
$301K
KCM
804
Kornitzer Capital Management
Kansas
$301K
LWAC
805
Laurel Wealth Advisors (California)
California
$301K
LF
806
Lee Financial
Texas
$301K
LFAS
807
Level Four Advisory Services
Texas
$301K
Lido Advisors
808
Lido Advisors
California
$301K
LCM
809
LVM Capital Management
Michigan
$301K
MFS
810
Madrona Financial Services
Washington
$301K
MWPCG
811
Measured Wealth Private Client Group
New Hampshire
$301K
MCA
812
Mercer Capital Advisers
New Jersey
$301K
MFW
813
Meristem Family Wealth
Minnesota
$301K
MMPW
814
Mitchell McLeod Pugh & Williams
Alabama
$301K
MKC
815
M. Kraus & Co
Vermont
$301K
MCM
816
Monarch Capital Management
Indiana
$301K
MFG
817
Monte Financial Group
Connecticut
$301K
MLL
818
Moody Lynn & Lieberson
Massachusetts
$301K
MC
819
Moors & Cabot
Massachusetts
$301K
MFW
820
Mosaic Family Wealth
Missouri
$301K
NNP
821
Nachman Norwood & Parrott
South Carolina
$301K
NCM
822
New Capital Management
Texas
$301K
NEPWA
823
New England Private Wealth Advisors
Massachusetts
$301K
NP
824
NorthRock Partners
Minnesota
$301K
NL
825
NVWM LLC
Pennsylvania
$301K

BRK.A Hedge Fund Activity: Q1 2019 in Review

915 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q1 2019, worth a combined $42B — down 4.7% from $44.1B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new BRK.A positions and 44 closed out — a net gain of 11 holders — while 82 added to existing stakes and 126 trimmed.

The largest buyer was Naman Capital, adding an estimated $606B. The largest seller was Capital International Investors, cutting an estimated $660M.

  • 915 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $42B of Berkshire Hathaway Class A stock for Q1 2019, down 4.7% quarter-over-quarter.
  • 55 funds opened new Berkshire Hathaway Class A positions in Q1 2019 and 44 closed out, a net change of +11 holders.
  • The largest Berkshire Hathaway Class A buyer in Q1 2019 was Naman Capital, an estimated $606B added.
  • The largest Berkshire Hathaway Class A seller in Q1 2019 was Capital International Investors, an estimated $660M sold.

Based on aggregated 13F filings for Q1 2019.