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Berkshire Hathaway Class A
BRK.A

917 hedge funds and large institutions have $44.3B invested in Berkshire Hathaway Class A in 2019 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 76 increasing their positions, 132 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 24

5% more capital invested

Capital invested by funds: $42B → $44.3B (+$2.27B)

0% more funds holding

Funds holding: 915 → 917 (+2)

2% less funds holding in top 10

Funds holding in top 10: 100 → 98 (-2)

42% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 132

286.05% less ownership

Funds ownership: 318.26% → 32.22% (-286%)

Holders
917
Holders Change
+2
Holders Change %
+0.22%
% of All Funds
19.92%
Holding in Top 10
98
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2%
% of All Funds
2.13%
New
33
Increased
76
Reduced
132
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BO
BRR OpCo
Ohio
+$4.43B
2
MWM
Merriman Wealth Management
Washington
+$3.08B
3
WIC
Whitegate Investment Counselors
New Hampshire
+$715M
4
Capital World Investors
Capital World Investors
California
+$493M
5
CG
Colony Group
Massachusetts
+$124M

Top Sellers

Rank Fund Capital Flow
1
NC
Naman Capital
Brazil
-$622B
2
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$34.4B
3
HAG
HighPoint Advisor Group
Illinois
-$1.35B
4
Brown Advisory
Brown Advisory
Maryland
-$500M
5
WM
WS Management
Florida
-$146M
Name Holding Trade Value Shares
Change 		Change in
Stake
NP
826
NorthRock Partners
Minnesota
$318K – – –
NL
827
NVWM LLC
Pennsylvania
$318K – – –
NL
828
NWAM LLC
Washington
$318K – – –
OC
829
Oakworth Capital
Alabama
$318K – – –
OIM
830
Orca Investment Management
Oregon
$318K – – –
OWA
831
Outlook Wealth Advisors
Texas
$318K – – –
OA
832
Oxbow Advisors
Texas
$318K – – –
PA
833
Parallel Advisors
California
$318K – – –
PGWM
834
Parisi Gray Wealth Management
New Jersey
$318K – – –
PR
835
Payden & Rygel
California
$318K – – –
PAM
836
Pegasus Asset Management
New York
$318K – – –
PHS
837
Pekin Hardy Strauss
Illinois
$318K – – –
PCTC
838
Perkins Coie Trust Company
Washington
$318K – – –
PFPT
839
Pinnacle Financial Partners (Tennessee)
Tennessee
$318K – – –
PSG
840
Planning Solutions Group
Maryland
$318K – – –
PMFA
841
Plante Moran Financial Advisors
Michigan
$318K – – –
PGA
842
Portland Global Advisors
Maine
$318K – – –
PIC
843
Portland Investment Counsel
Ontario, Canada
$318K – – –
PAM
844
Premier Asset Management
Illinois
$318K – – –
PGAM
845
Princeton Global Asset Management
New Jersey
$318K – – –
PAS
846
Professional Advisory Services
Florida
$318K – – –
PAIM
847
Punch & Associates Investment Management
Minnesota
$318K – – –
QCI
848
Quaker Capital Investments
Pennsylvania
$318K – – –
RMAM
849
Raab & Moskowitz Asset Management
New Jersey
$318K – – –
RMCM
850
Reynders McVeigh Capital Management
Massachusetts
$318K – – –
32 33
34
35 36

BRK.A Hedge Fund Activity: Q2 2019 in Review

917 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q2 2019, worth a combined $44.3B — up 5.4% from $42B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new BRK.A positions and 24 closed out — a net gain of 9 holders — while 76 added to existing stakes and 132 trimmed.

The largest buyer was BRR OpCo, adding an estimated $4.43B. The largest seller was Naman Capital, cutting an estimated $622B.

  • 917 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q2 2019, up from 915 in Q1 2019.
  • Funds reported $44.3B of Berkshire Hathaway Class A stock for Q2 2019, up 5.4% quarter-over-quarter.
  • 33 funds opened new Berkshire Hathaway Class A positions in Q2 2019 and 24 closed out, a net change of +9 holders.
  • The largest Berkshire Hathaway Class A buyer in Q2 2019 was BRR OpCo, an estimated $4.43B added.
  • The largest Berkshire Hathaway Class A seller in Q2 2019 was Naman Capital, an estimated $622B sold.

Based on aggregated 13F filings for Q2 2019.