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Berkshire Hathaway Class A
BRK.A

918 hedge funds and large institutions have $43.9B invested in Berkshire Hathaway Class A in 2019 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 95 increasing their positions, 122 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 28

5% more funds holding in top 10

Funds holding in top 10: 98 → 103 (+5)

0% more funds holding

Funds holding: 917 → 918 (+1)

0.01% more ownership

Funds ownership: 32.22% → 32.22% (+0.01%)

1% less capital invested

Capital invested by funds: $44.3B → $43.9B (-$371M)

22% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 122

Holders
918
Holders Change
+1
Holders Change %
+0.11%
% of All Funds
20.13%
Holding in Top 10
103
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.1%
% of All Funds
2.26%
New
35
Increased
95
Reduced
122
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCAG
Rehmann Capital Advisory Group
Michigan
+$6.04B
2
DCM
Donaldson Capital Management
Indiana
+$1.88B
3
FMC
First Merchants Corp
Indiana
+$1.21B
4
HighTower Advisors
HighTower Advisors
Illinois
+$653M
5
EWA
Exencial Wealth Advisors
Oklahoma
+$371M

Top Sellers

Rank Fund Capital Flow
1
BO
BRR OpCo
Ohio
-$4.41B
2
SCM
Stonebridge Capital Management
California
-$3.2B
3
MHIM
MacNealy Hoover Investment Management
Ohio
-$248M
4
PWLP
Prio Wealth Limited Partnership
Massachusetts
-$92.2M
5
Capital International Investors
Capital International Investors
California
-$54.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
WDA
876
Wendell David Associates
New Hampshire
$312K – – –
WPP
877
Whalerock Point Partners
Rhode Island
$312K – – –
WSFS
878
Wilmington Savings Fund Society
Delaware
$312K – – –
WA1
879
Wimmer Associates 1
California
$312K – – –
WEC
880
Winslow Evans & Crocker
Massachusetts
$312K – – –
WCAMG
881
Woodard & Company Asset Management Group
North Carolina
$312K – – –
YWP
882
YorkBridge Wealth Partners
New York
$312K – – –
YMRC
883
Yorktown Management & Research Company
Virginia
$312K – – –
ZCA
884
Zeke Capital Advisors
Pennsylvania
$312K – – –
ANB
885
Amarillo National Bank
Texas
$312K +$309K +1 New
CAC
886
Certified Advisory Corp
Florida
$312K +$309K +1 New
CAM
887
Cresset Asset Management
Illinois
$312K +$309K +1 New
GM
888
GeoWealth Management
Illinois
$312K +$309K +1 New
MF
889
Madrona Funds
Washington
$312K +$309K +1 New
RSWM
890
Robertson Stephens Wealth Management
California
$312K +$309K +1 New
RW
891
RVW Wealth
California
$312K +$309K +1 New
SA
892
Sicart Associates
New York
$312K +$309K +1 New
ZB
893
Zions Bancorporation
Utah
$312K +$309K +1 New
WPC
894
Waters Parkerson & Co
Louisiana
$312K +$30.6M +99 +9,900%
AWA
895
Artemis Wealth Advisors
New York
$312K – – –
Bank of Nova Scotia
896
Bank of Nova Scotia
Ontario, Canada
$311K – – –
BCA
897
Berman Capital Advisors
Georgia
$311K – – –
BOPW
898
Brandywine Oak Private Wealth
Pennsylvania
$311K – – –
DBRC
899
D.B. Root & Company
Pennsylvania
$311K – – –
MRCM
900
M&R Capital Management
New Jersey
$311K – – –
34 35
36
37 38

BRK.A Hedge Fund Activity: Q3 2019 in Review

918 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q3 2019, worth a combined $43.9B — down 0.84% from $44.3B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new BRK.A positions and 28 closed out — a net gain of 7 holders — while 95 added to existing stakes and 122 trimmed.

The largest buyer was Rehmann Capital Advisory Group, opening a new position worth an estimated $6.04B. The largest seller was BRR OpCo, cutting an estimated $4.41B.

  • 918 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q3 2019, up from 917 in Q2 2019.
  • Funds reported $43.9B of Berkshire Hathaway Class A stock for Q3 2019, down 0.84% quarter-over-quarter.
  • 35 funds opened new Berkshire Hathaway Class A positions in Q3 2019 and 28 closed out, a net change of +7 holders.
  • The largest Berkshire Hathaway Class A buyer in Q3 2019 was Rehmann Capital Advisory Group, an estimated $6.04B added.
  • The largest Berkshire Hathaway Class A seller in Q3 2019 was BRR OpCo, an estimated $4.41B sold.

Based on aggregated 13F filings for Q3 2019.