We are live on ! Find out more
BRK.B icon

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
BC
2626
Belmont Capital
California
$23K +$21.7K +100 New
BCM
2627
Birch Capital Management
Texas
$23K +$21.7K +100 New
RWB
2628
RMR Wealth Builders
New Jersey
$23K +$21.7K +100 New
TAIM
2629
TD Ameritrade Investment Management
Nebraska
$19K +$8.04K +37 +79%
BCA
2630
Bray Capital Advisors
Florida
$17K
FWM
2631
FSA Wealth Management
Massachusetts
$17K +$15.9K +73 New
WAM
2632
Wolverine Asset Management
Illinois
$17K +$17.2K +79 New
EAM
2633
Erste Asset Management
Austria
$14.8K -$119K -549 -89%
CMBA
2634
C.M. Bidwell & Associates
Hawaii
$14K
RA
2635
Rational Advisors
New York
$13K -$1.67M -7,692 -99%
NIM
2636
NuWave Investment Management
New Jersey
$13K -$1.32M -6,069 -99%
LWM
2637
Lionsbridge Wealth Management
Florida
$12K +$11.7K +54 New
MG
2638
MilWealth Group
Wisconsin
$11.3K
ARIS
2639
Advanced Research Investment Solutions
California
$11.3K +$10.9K +50 New
AIM
2640
AIA Investment Management
Singapore
$11K
MWC
2641
MBM Wealth Consultants
Missouri
$11K
SI
2642
Sprott Inc
Ontario, Canada
$9.81K
JIR
2643
James Investment Research
Ohio
$9K
PGAM
2644
Princeton Global Asset Management
New Jersey
$6.04K +$493K +2,270 +9%
SL
2645
Salomon & Ludwin
Virginia
$6K
TCM
2646
TD Capital Management
Tennessee
$5K
FCH
2647
Freestone Capital Holdings
Washington
$4.02K +$1.52M +6,984 +65%
CAM
2648
ClariVest Asset Management
California
$4K
MCM
2649
McMillion Capital Management
North Carolina
$4K
MGI
2650
MayTech Global Investments
New York
$3K +$3.26K +15 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.