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Berkshire Hathaway Class 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: 915915 (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: 115100 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
IA
926
IFP Advisors
Florida
-$1.51M -5 Closed
ACI
927
AMP Capital Investors
Australia
-$1.21M -4 Closed
BCM
928
Bayesian Capital Management
New York
-$1.22M -4 Closed
IFWM
929
Institute for Wealth Management
Colorado
-$1.22M -4 Closed
CWM
930
Cornerstone Wealth Management
Missouri
-$918K -3 Closed
JA
931
JOYN Advisors
Georgia
-$918K -3 Closed
WCM
932
Whitener Capital Management
North Carolina
-$918K -3 Closed
HCM
933
Harvest Capital Management
New Hampshire
-$612K -2 Closed
LFS
934
Lutz Financial Services
Nebraska
-$612K -2 Closed
QAM
935
Questar Asset Management
Minnesota
-$612K -2 Closed
SCP
936
Stamos Capital Partners
California
-$612K -2 Closed
TIM
937
Tortoise Investment Management
New York
-$612K -2 Closed
VAG
938
VisionPoint Advisory Group
Texas
-$612K -2 Closed
AWM
939
Alterna Wealth Management
Texas
-$255K -1 Closed
BII
940
Bainco International Investors
Massachusetts
-$306K -1 Closed
BOTW
941
Bank of the West
California
-$306K -1 Closed
BUB
942
BBVA USA Bancshares
Texas
-$306K -1 Closed
CWM
943
Calamos Wealth Management
Illinois
-$306K -1 Closed
CFG
944
Citizens Financial Group
Rhode Island
-$306K -1 Closed
EWA
945
EP Wealth Advisors
California
-$306K -1 Closed
FNBOMD
946
First National Bank of Mount Dora
Florida
-$306K -1 Closed
FQ
947
First Quadrant
California
-$306K -1 Closed
GA
948
GFS Advisors
Texas
-$306K -1 Closed
MFBTD
949
MB Financial Bank - Trust Department
Illinois
-$306K -1 Closed
Mirae Asset Global Investments
950
Mirae Asset Global Investments
South Korea
-$306K -1 Closed

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.