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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
DLG
2526
Daniel L. Goodwin
$204K +$195K +900 New
IAS
2527
Investment Advisory Services
Texas
$204K +$195K +900 New
JSA
2528
Jacobson & Schmitt Advisors
Wisconsin
$204K +$195K +900 New
CFC
2529
Coyle Financial Counsel
Illinois
$203K +$194K +895 New
TAM
2530
Trust Asset Management
Texas
$203K +$195K +897 New
PD
2531
Planning Directions
Pennsylvania
$203K +$195K +898 New
SFWA
2532
Summit Financial Wealth Advisors
Louisiana
$203K +$198K +913 New
RCA
2533
Ranch Capital Advisors
Florida
$202K -$8.47K -39 -4%
EE
2534
EWG Elevate
California
$202K +$194K +892 New
MWM
2535
Maltin Wealth Management
New Jersey
$202K +$194K +894 New
HPIA
2536
Hamilton Point Investment Advisors
North Carolina
$201K +$192K +886 New
PHK
2537
Point72 Hong Kong
Hong Kong
$201K +$192K +886 New
SAS
2538
Stelac Advisory Services
New York
$198K -$434 -2 -0.2%
FCA
2539
FinTrust Capital Advisors
South Carolina
$194K +$53.2K +245 +40%
OSNBOA
2540
Old Second National Bank of Aurora
Illinois
$192K +$36.3K +167 +25%
1IA
2541
1834 Investment Advisors
Wisconsin
$191K -$22.8K -105 -11%
JWM
2542
Janiczek Wealth Management
Colorado
$191K +$19.3K +89 +12%
RWG
2543
Regal Wealth Group
California
$187K +$5K +23 +3%
SFPG
2544
Stonebridge Financial Planning Group
Florida
$186K +$178K +820 New
WLPWM
2545
Walled Lake Planning & Wealth Management
Illinois
$184K +$177K +814 New
FA
2546
Financial Advantage
Maryland
$169K
KFS
2547
Kelly Financial Services
Massachusetts
$167K +$4.56K +21 +3%
CWAF
2548
Core Wealth Advisors (Florida)
Florida
$167K +$160K +739 New
TA
2549
TFG Advisers
Michigan
$162K +$156K +717 New
AIM
2550
Arcadia Investment Management
Michigan
$161K

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.