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Berkshire Hathaway Class 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: 98103 (+5)

0% more funds holding

Funds holding: 917918 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
176
HM Payson & Co
Maine
$10.9M
FNBOO
177
First National Bank of Omaha
Nebraska
$10.9M +$309K +1 +3%
AG
178
Advisor Group
Arizona
$10.9M +$619K +2 +6%
Janney Montgomery Scott
179
Janney Montgomery Scott
Pennsylvania
$10.6M -$928K -3 -8%
PMG
180
Private Management Group
California
$10.6M
HB
181
Homrich & Berg
Georgia
$10.6M +$2.48M +8 +31%
OIA
182
OneDigital Investment Advisors
Kansas
$10.6M +$10.5M +34 New
BT
183
Brandywine Trust
Delaware
$9.98M
PNC
184
Park National Corp
Ohio
$9.98M
GG
185
Gofen & Glossberg
Illinois
$9.67M
ACM
186
Aquamarine Capital Management
New York
$9.36M
PA
187
Perennial Advisors
New York
$9.36M
Millennium Management
188
Millennium Management
New York
$9.35M +$8.97M +29 +2,900%
ANTB
189
AMG National Trust Bank
Colorado
$9.05M
WTB
190
Washington Trust Bank
Washington
$9.04M
WTC
191
WhitTier Trust Company
Nevada
$9.04M
GAM
192
Griffin Asset Management
New York
$8.73M -$309K -1 -3%
RFC
193
Regions Financial Corp
Alabama
$8.73M -$309K -1 -3%
RJFSA
194
Raymond James Financial Services Advisors
Florida
$8.42M
SQA
195
Simon Quick Advisors
New Jersey
$8.42M +$8.36M +27 New
DC
196
Davenport & Co
Virginia
$8.28M
Ameriprise
197
Ameriprise
Minnesota
$7.8M -$6.19M -20 -44%
BWM
198
BigSur Wealth Management
Florida
$7.8M
FC
199
Fiduciary Counselling
Minnesota
$7.48M
Mackenzie Financial
200
Mackenzie Financial
Ontario, Canada
$7.48M

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.