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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
PR
826
Payden & Rygel
California
$306K – – –
PAM
827
Pegasus Asset Management
New York
$306K – – –
PHS
828
Pekin Hardy Strauss
Illinois
$306K – – –
PCTC
829
Perkins Coie Trust Company
Washington
$306K – – –
PFPT
830
Pinnacle Financial Partners (Tennessee)
Tennessee
$306K – – –
PMFA
831
Plante Moran Financial Advisors
Michigan
$306K – – –
PGA
832
Portland Global Advisors
Maine
$306K – – –
PAM
833
Premier Asset Management
Illinois
$306K – – –
PTCG
834
Pring Turner Capital Group
California
$306K – – –
PCG
835
Private Capital Group
Connecticut
$306K – – –
PWP
836
Private Wealth Partners
California
$306K – – –
PAS
837
Professional Advisory Services
Florida
$306K – – –
QCI
838
Quaker Capital Investments
Pennsylvania
$306K – – –
RMAM
839
Raab & Moskowitz Asset Management
New Jersey
$306K – – –
RCS
840
Retirement Capital Strategies
California
$306K – – –
RMCM
841
Reynders McVeigh Capital Management
Massachusetts
$306K – – –
RHJA
842
Rice Hall James & Associates
California
$306K – – –
RTS
843
Round Table Services
New Jersey
$306K – – –
ST
844
Sabal Trust
Florida
$306K – – –
SHGA
845
Sand Hill Global Advisors
California
$306K – – –
SSB
846
Sandy Spring Bank
Maryland
$306K – – –
SFSIG
847
San Francisco Sentry Investment Group
California
$306K – – –
SRIM
848
Saratoga Research & Investment Management
California
$306K – – –
SCM
849
Schnieders Capital Management
California
$306K – – –
SAM
850
Security Asset Management
New York
$306K – – –
32 33
34
35 36

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.