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Berkshire Hathaway Class B

2,655 hedge funds and large institutions have $214B invested in Berkshire Hathaway Class B in 2019 Q4 according to their latest regulatory filings, with 356 funds opening new positions, 945 increasing their positions, 977 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

351% more first-time investments, than exits

New positions opened: 356 | Existing positions closed: 79

39% more call options, than puts

Call options by funds: $3.71B | Put options by funds: $2.67B

13% more funds holding in top 10

Funds holding in top 10: 440496 (+56)

10% more capital invested

Capital invested by funds: $195B → $214B (+$19.6B)

10% more funds holding

Funds holding: 2,4182,655 (+237)

1.21% more ownership

Funds ownership: 67.45%68.67% (+1.2%)

3% less repeat investments, than reductions

Existing positions increased: 945 | Existing positions reduced: 977

Holders
2,655
Holders Change
+237
Holders Change %
+9.8%
% of All Funds
52.3%
Holding in Top 10
496
Holding in Top 10 Change
+56
Holding in Top 10 Change %
+12.73%
% of All Funds
9.77%
New
356
Increased
945
Reduced
977
Closed
79
Calls
$3.71B
Puts
$2.67B
Net Calls
+$1.05B
Net Calls Change
+$754M
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
2501
Bogart Wealth LLC
Virginia
$225K
PP
2502
PrairieView Partners
Minnesota
$224K
EWF
2503
Epstein & White Financial
California
$223K -$4.56K -21 -2%
DACG
2504
Donor Advised Charitable Giving
California
$222K -$217K -1,000 -50%
MAM
2505
Morse Asset Management
Connecticut
$220K +$211K +970 New
EIG
2506
Ellenbecker Investment Group
Wisconsin
$219K -$27.1K -125 -11%
SFC
2507
SYM Financial Corp
Indiana
$219K -$10.9K -50 -5%
PW
2508
Peninsula Wealth
California
$217K +$208K +957 New
BEC
2509
Blue Edge Capital
Virginia
$216K +$207K +954 New
WOC
2510
West Oak Capital
California
$216K
CMO
2511
Covenant Multifamily Offices
Texas
$216K +$207K +952 New
PHAM
2512
Palisades Hudson Asset Management
Florida
$216K +$207K +955 New
GWMIA
2513
Global Wealth Management Investment Advisory
Florida
$215K -$7.17K -33 -3%
CAM
2514
Cacti Asset Management
Georgia
$215K
VWM
2515
Valley Wealth Managers
New Jersey
$214K +$205K +942 New
CM
2516
Capital Management
Virginia
$214K +$205K +943 New
EARNEST Partners
2517
EARNEST Partners
Georgia
$211K +$4.13K +19 +2%
OR
2518
Olympiad Research
Connecticut
$210K +$201K +927 New
PA
2519
Planning Alternatives
Michigan
$210K +$202K +930 New
EPA
2520
Element Pointe Advisors
Florida
$206K +$198K +911 New
BG
2521
Bollard Group
Massachusetts
$204K -$86.7K -399 -31%
LC
2522
Loews Corp
New York
$204K -$76K -350 -28%
EMB
2523
Elefante Mark B
$204K -$21.7K -100 -10%
SJIM
2524
St. Johns Investment Management
Florida
$204K -$4.34K -20 -2%
ASA
2525
Armstrong Shaw Associates
Connecticut
$204K +$195K +900 New

BRK.B Hedge Fund Activity: Q4 2019 in Review

2,655 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q4 2019, worth a combined $214B — up 10% from $195B a quarter earlier.

Buyers outnumbered sellers: 356 funds opened new BRK.B positions and 79 closed out — a net gain of 277 holders — while 945 added to existing stakes and 977 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.06B. The largest seller was Gates Foundation Trust, cutting an estimated $1.09B.

  • 2,655 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q4 2019, up from 2,418 in Q3 2019.
  • Funds reported $214B of Berkshire Hathaway Class B stock for Q4 2019, up 10% quarter-over-quarter.
  • 356 funds opened new Berkshire Hathaway Class B positions in Q4 2019 and 79 closed out, a net change of +277 holders.
  • The largest Berkshire Hathaway Class B buyer in Q4 2019 was Capital World Investors, an estimated $1.06B added.
  • The largest Berkshire Hathaway Class B seller in Q4 2019 was Gates Foundation Trust, an estimated $1.09B sold.

Based on aggregated 13F filings for Q4 2019.