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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
NA
901
NewEdge Advisors
Louisiana
$318K +$311K +1 New
NIM
902
Northeast Investment Management
Massachusetts
$318K +$311K +1 New
WA
903
Wealthstar Advisors
Texas
$318K +$311K +1 New
FIM
904
Frontier Investment Management
Texas
$318K +$31.1M +100 New
VCM
905
Vision Capital Management
Oregon
$318K +$31.1M +100 New
CPC
906
Congress Park Capital
New York
$315K – – –
FAG
907
Financial Advisory Group
Texas
$312K – – –
FI
908
Financial Insights
Washington
$298K – – –
PCG
909
Private Capital Group
Connecticut
$282K – – –
HHAA
910
Henry H. Armstrong Associates
Pennsylvania
$122K -$12.1M -39 -9%
MWM
911
Merriman Wealth Management
Washington
$21.2K +$3.08B +9,898 New
GT
912
Glenmede Trust
Pennsylvania
$21K -$1.87M -6 -8%
FDCDDQ
913
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.55K – – –
CPIA
914
Cornell Pochily Investment Advisors
New York
$3.82K – – –
BRWM
915
B. Riley Wealth Management
Tennessee
$318 – – –
CT
916
Chicago Trust
Illinois
$318 – – –
Royal London Asset Management
917
Royal London Asset Management
United Kingdom
– -$52.5M -174 Closed
HIM
918
Hillhouse Investment Management
Cayman Islands
– -$21.7M -72 Closed
Toronto Dominion Bank
919
Toronto Dominion Bank
Ontario, Canada
– -$21.8M -72 Closed
OIA
920
OneDigital Investment Advisors
Kansas
– -$10.7M -34 Closed
SQA
921
Simon Quick Advisors
New Jersey
– -$9.04M -30 Closed
CGT
922
Capital Guardian Trust
California
– -$7.83M -26 Closed
Robeco Institutional Asset Management
923
Robeco Institutional Asset Management
Netherlands
– -$5.12M -17 Closed
FTCM
924
First Trust Capital Management
Illinois
– -$3.01M -10 Closed
WP
925
WealthSource Partners
California
– -$2.41M -8 Closed
34 35 36
37
38

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.