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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
HWM
2576
HighMark Wealth Management
Minnesota
$104K +$101K +463 New
APW
2577
Acima Private Wealth
Virginia
$103K
SFG
2578
Sowa Financial Group
Rhode Island
$102K +$97.7K +450 New
CIS
2579
Capital International Sarl
California
$101K +$96.4K +444 New
TT
2580
TI-Trust
Illinois
$100K +$96K +442 New
CWA
2581
Capital Wealth Alliance
Arizona
$100K +$96.4K +444 New
CP
2582
Corbenic Partners
Pennsylvania
$99K +$95.3K +439 New
CWM
2583
Cranbrook Wealth Management
Michigan
$97K
FMTCOCP
2584
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$96K
SWM
2585
Selective Wealth Management
Virginia
$95K +$74.3K +342 +450%
FA
2586
Fortis Advisors
Pennsylvania
$93K
DI
2587
Disciplined Investments
Oklahoma
$93K +$89.5K +412 New
NPP
2588
New Potomac Partners
Maryland
$91K
QCMC
2589
Quantum Capital Management (California)
California
$91K
SC
2590
Steph & Co
Wisconsin
$88K +$84.5K +389 New
AFS
2591
Aft Forsyth & Sober
Florida
$87K +$83.6K +385 New
IWP
2592
IAG Wealth Partners
Wisconsin
$85K +$81.4K +375 New
JPLA
2593
Joseph P. Lucia & Associates
New York
$83K
NG
2594
NWK Group
California
$83K +$79.3K +365 New
SIA
2595
Sit Investment Associates
Minnesota
$81K
HCM
2596
HMS Capital Management
Tennessee
$77K
CCMW
2597
Cypress Capital Management (Wyoming)
Wyoming
$75K
TFA
2598
Toth Financial Advisory
Virginia
$72K +$16.1K +74 +30%
LTI
2599
Laffer Tengler Investments
Tennessee
$71.8K +$68.8K +317 New
AP
2600
Advisors Preferred
Maryland
$71K +$68K +313 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.