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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
CAM
2601
Columbia Asset Management
Michigan
$69.9K -$45.6K -210 -0.7%
LGWM
2602
Litman Gregory Wealth Management
California
$68K -$6.73K -31 -9%
AA
2603
AlphaMark Advisors
Kentucky
$68K
FEG
2604
Financial Enhancement Group
Indiana
$67K
TFA
2605
Tobias Financial Advisors
Florida
$67K +$64.7K +298 New
VCS
2606
Vaughan & Co Securities
New Jersey
$57.5K +$55.2K +254 New
BRC
2607
Bell Rock Capital
Delaware
$56K
SL
2608
Savior LLC
Massachusetts
$51K +$48.6K +224 New
BCM
2609
Bourgeon Capital Management
Connecticut
$48K
FCT
2610
Family Capital Trust
Massachusetts
$45K
LWA
2611
Lowe Wealth Advisors
Maryland
$45K
VRM
2612
Vectors Research Management
New York
$45K +$43K +198 New
RIA
2613
RPG Investment Advisory
California
$41K
NC
2614
NewSquare Capital
Pennsylvania
$41K +$39.1K +180 New
MAM
2615
Magellan Asset Management
Australia
$39K
PVH
2616
Psagot Value Holdings
Israel
$39K +$36.9K +170 New
HWM
2617
Holloway Wealth Management
Florida
$38K
AA
2618
Argent Advisors
Louisiana
$38K +$36.9K +170 New
SC
2619
Sawyer & Company
Massachusetts
$31K
AI
2620
ArchPoint Investors
Florida
$28K
BCMIO
2621
Beacon Capital Management Inc (Ohio)
Ohio
$28K
JWBC
2622
John W. Brooker & Co
California
$28K +$27.1K +125 New
SSWG
2623
Seven Springs Wealth Group
Tennessee
$28K +$27.1K +125 New
IRC
2624
Investors Research Corp
Georgia
$27K
LFA
2625
Lighthouse Financial Advisors
Maryland
$27K +$26.5K +122 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.