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Berkshire Hathaway Class A
BRK.A

878 hedge funds and large institutions have $51.1B invested in Berkshire Hathaway Class A in 2018 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 85 increasing their positions, 116 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

523.03% more ownership

Funds ownership: 137.14% → 660.17% (+523%)

46% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 28

27% more capital invested

Capital invested by funds: $40.2B → $51.1B (+$10.8B)

19% more funds holding in top 10

Funds holding in top 10: 88 → 105 (+17)

1% more funds holding

Funds holding: 867 → 878 (+11)

27% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 116

Holders
878
Holders Change
+11
Holders Change %
+1.27%
% of All Funds
20.07%
Holding in Top 10
105
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+19.32%
% of All Funds
2.4%
New
41
Increased
85
Reduced
116
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MAM
Magellan Asset Management
Australia
+$1.24T
2
CIA
Choate Investment Advisors
Massachusetts
+$16.5B
3
GAMC
Garner Asset Management Corp
Texas
+$15.5B
4
HAG
HighPoint Advisor Group
Illinois
+$7.55B
5
SFS
Sowell Financial Services
Arkansas
+$4.78B

Top Sellers

Rank Fund Capital Flow
1
CWM
Cornerstone Wealth Management
Missouri
-$89.6B
2
SCM
Stonebridge Capital Management
California
-$3.14B
3
Capital World Investors
Capital World Investors
California
-$299M
4
PGIM
Pacific Global Investment Management
California
-$276M
5
CRC
Curi RMB Capital
Illinois
-$184M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFSIG
826
San Francisco Sentry Investment Group
California
$320K – – –
SRIM
827
Saratoga Research & Investment Management
California
$320K – – –
SCM
828
Schnieders Capital Management
California
$320K – – –
SAM
829
Security Asset Management
New York
$320K – – –
SNBOSD
830
Security National Bank of So Dak
Iowa
$320K – – –
SCP
831
Seizert Capital Partners
Michigan
$320K – – –
SHJ
832
Sharkey, Howes & Javer
Colorado
$320K – – –
SS
833
Simplicity Solutions
Minnesota
$320K – – –
SMC
834
Smith, Moore & Co
Missouri
$320K – – –
SSWM
835
Smith Salley Wealth Management
North Carolina
$320K – – –
SCM
836
Steadfast Capital Management
New York
$320K – – –
SCP
837
Steamboat Capital Partners
New York
$320K – – –
SYBT
838
Stock Yards Bank & Trust
Kentucky
$320K – – –
SFS
839
Summit Financial Strategies
Ohio
$320K – – –
TTWM
840
TCV Trust & Wealth Management
Virginia
$320K – – –
TNAM
841
Terra Nova Asset Management
New York
$320K – – –
Thrivent Financial for Lutherans
842
Thrivent Financial for Lutherans
Minnesota
$320K – – –
TCCM
843
Timber Creek Capital Management
Massachusetts
$320K – – –
TBA
844
Tower Bridge Advisors
Pennsylvania
$320K – – –
TC
845
Trilogy Capital
California
$320K – – –
TPWA
846
TRUE Private Wealth Advisors
Oregon
$320K – – –
TCM
847
Tufton Capital Management
Maryland
$320K – – –
UWPG
848
Ullmann Wealth Partners Group
Florida
$320K – – –
VHAM
849
Van Hulzen Asset Management
California
$320K – – –
VCM
850
Vivaldi Capital Management
Illinois
$320K – – –
32 33
34
35 36

BRK.A Hedge Fund Activity: Q3 2018 in Review

878 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q3 2018, worth a combined $51.1B — up 27% from $40.2B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new BRK.A positions and 28 closed out — a net gain of 13 holders — while 85 added to existing stakes and 116 trimmed.

The largest buyer was Magellan Asset Management, opening a new position worth an estimated $1.24T. The largest seller was Cornerstone Wealth Management, cutting an estimated $89.6B.

  • 878 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q3 2018, up from 867 in Q2 2018.
  • Funds reported $51.1B of Berkshire Hathaway Class A stock for Q3 2018, up 27% quarter-over-quarter.
  • 41 funds opened new Berkshire Hathaway Class A positions in Q3 2018 and 28 closed out, a net change of +13 holders.
  • The largest Berkshire Hathaway Class A buyer in Q3 2018 was Magellan Asset Management, an estimated $1.24T added.
  • The largest Berkshire Hathaway Class A seller in Q3 2018 was Cornerstone Wealth Management, an estimated $89.6B sold.

Based on aggregated 13F filings for Q3 2018.