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

Berkshire Hathaway Class B

2,417 hedge funds and large institutions have $195B invested in Berkshire Hathaway Class B in 2019 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 1,009 increasing their positions, 929 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 83

11% more call options, than puts

Call options by funds: $3.06B | Put options by funds: $2.77B

9% more repeat investments, than reductions

Existing positions increased: 1,009 | Existing positions reduced: 929

0.2% more ownership

Funds ownership: 67.26%67.45% (+0.2%)

0% less funds holding

Funds holding: 2,4202,417 (-3)

1% less capital invested

Capital invested by funds: $196B → $195B (-$1.2B)

5% less funds holding in top 10

Funds holding in top 10: 463440 (-23)

Holders
2,417
Holders Change
-3
Holders Change %
-0.12%
% of All Funds
53%
Holding in Top 10
440
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-4.97%
% of All Funds
9.65%
New
99
Increased
1,009
Reduced
929
Closed
83
Calls
$3.06B
Puts
$2.77B
Net Calls
+$294M
Net Calls Change
-$260M
Name Holding Trade Value Shares
Change
Change in
Stake
GT
501
Greenleaf Trust
Michigan
$18.9M +$688K +3,341 +4%
SC
502
Steginsky Capital
New York
$18.8M -$4.33K -21 -0%
DP
503
DDD Partners
Washington
$18.7M +$172K +835 +0.9%
NPF
504
Norris Perne & French
Michigan
$18.6M -$384K -1,865 -2%
BFA
505
Beaumont Financial Advisors
Massachusetts
$18.6M +$309K +1,498 +2%
ECM
506
Elgethun Capital Management
South Dakota
$18.5M +$893K +4,332 +5%
AA
507
Ancora Advisors
Ohio
$18.5M +$18.3M +88,913 New
VFA
508
Voya Financial Advisors
Connecticut
$18.5M +$308K +1,497 +2%
SAM
509
Silvercrest Asset Management
New York
$18.4M -$250K -1,211 -1%
JIC
510
Johnson Investment Counsel
Ohio
$18.3M +$863K +4,187 +5%
YIA
511
YHB Investment Advisors
Connecticut
$18.3M +$512K +2,487 +3%
RIM
512
Redpoint Investment Management
Australia
$18.2M +$184K +895 +1%
CFA
513
Carroll Financial Associates
North Carolina
$18.1M +$22.5K +109 +0.1%
GC
514
Guggenheim Capital
Illinois
$18M -$3.45M -16,756 -16%
SMDAM
515
Sumitomo Mitsui DS Asset Management
Japan
$18M +$1.78M +8,619 +11%
Fisher Asset Management
516
Fisher Asset Management
Washington
$18M -$751K -3,647 -4%
AL
517
Aspiriant LLC
California
$17.6M -$305K -1,482 -2%
Jones Financial Companies
518
Jones Financial Companies
Missouri
$17.5M +$282K +1,370 +2%
GIA
519
Guyasuta Investment Advisors
Pennsylvania
$17.5M +$994K +4,823 +6%
BAM
520
Barrett Asset Management
New York
$17.4M -$165K -802 -0.9%
FBB
521
Fulton Breakefield Broenniman
Maryland
$17.3M +$756K +3,669 +5%
IGGA
522
Iron Gate Global Advisors
Utah
$17.3M +$630K +3,056 +4%
AWM
523
Arbor Wealth Management
Florida
$17.3M +$3.25M +15,766 +23%
Renaissance Technologies
524
Renaissance Technologies
New York
$17.2M -$176M -852,200 -91%
Marshall Wace
525
Marshall Wace
United Kingdom
$17.1M +$12.4M +60,051 +268%

BRK.B Hedge Fund Activity: Q3 2019 in Review

2,417 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q3 2019, worth a combined $195B — down 0.61% from $196B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new BRK.B positions and 83 closed out — a net gain of 16 holders — while 1,009 added to existing stakes and 929 trimmed.

The largest buyer was Gates Foundation Trust, adding an estimated $1.61B. The largest seller was Magellan Asset Management, cutting an estimated $988M.

  • 2,417 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q3 2019, down from 2,420 in Q2 2019.
  • Funds reported $195B of Berkshire Hathaway Class B stock for Q3 2019, down 0.61% quarter-over-quarter.
  • 99 funds opened new Berkshire Hathaway Class B positions in Q3 2019 and 83 closed out, a net change of +16 holders.
  • The largest Berkshire Hathaway Class B buyer in Q3 2019 was Gates Foundation Trust, an estimated $1.61B added.
  • The largest Berkshire Hathaway Class B seller in Q3 2019 was Magellan Asset Management, an estimated $988M sold.

Based on aggregated 13F filings for Q3 2019.