We are live on ! Find out more
BRK.A icon

Berkshire Hathaway Class A
BRK.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: 915 → 915 (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: 115 → 100 (-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
–

Top Buyers

Rank Fund Capital Flow
1
NC
Naman Capital
Brazil
+$606B
2
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
+$33.5B
3
SCM
Stonebridge Capital Management
California
+$3.13B
4
Brown Advisory
Brown Advisory
Maryland
+$485M
5
FNC
First National Corp
Massachusetts
+$121M

Top Sellers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
-$660M
2
HAG
HighPoint Advisor Group
Illinois
-$283M
3
Capital World Investors
Capital World Investors
California
-$156M
4
RHFI
Reilly Herbert Faulkner III
-$150M
5
GRQ
Gardner Russo & Quinn
Pennsylvania
-$96.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SHGA
851
Sand Hill Global Advisors
California
$301K – – –
SSB
852
Sandy Spring Bank
Maryland
$301K – – –
SFSIG
853
San Francisco Sentry Investment Group
California
$301K – – –
SRIM
854
Saratoga Research & Investment Management
California
$301K – – –
SCM
855
Schnieders Capital Management
California
$301K – – –
SAM
856
Security Asset Management
New York
$301K – – –
SNBOSD
857
Security National Bank of So Dak
Iowa
$301K – – –
SCP
858
Seizert Capital Partners
Michigan
$301K – – –
SPIO
859
Seven Post Investment Office
California
$301K – – –
SG Americas Securities
860
SG Americas Securities
New York
$301K – – –
SHJ
861
Sharkey, Howes & Javer
Colorado
$301K – – –
SMC
862
Smith, Moore & Co
Missouri
$301K – – –
SSWM
863
Smith Salley Wealth Management
North Carolina
$301K – – –
SCM
864
Steadfast Capital Management
New York
$301K – – –
SCP
865
Steamboat Capital Partners
New York
$301K – – –
SYBT
866
Stock Yards Bank & Trust
Kentucky
$301K – – –
SFS
867
Summit Financial Strategies
Ohio
$301K – – –
STA
868
Summit Trail Advisors
New York
$301K – – –
S
869
Surevest
California
$301K – – –
TTWM
870
TCV Trust & Wealth Management
Virginia
$301K – – –
Thrivent Financial for Lutherans
871
Thrivent Financial for Lutherans
Minnesota
$301K – – –
TCCM
872
Timber Creek Capital Management
Massachusetts
$301K – – –
TPWA
873
TRUE Private Wealth Advisors
Oregon
$301K – – –
TCM
874
Tufton Capital Management
Maryland
$301K – – –
UWPG
875
Ullmann Wealth Partners Group
Florida
$301K – – –
33 34
35
36 37

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.