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
FWM
701
Frontier Wealth Management
Missouri
$11M -$2.31M -10,647 -18%
DIM
702
Delta Investment Management
California
$11M +$3.21M +14,801 +44%
O
703
Ossiam
France
$10.9M +$6.83M +31,436 +187%
VW
704
Vantage Wealth
California
$10.9M -$29.3K -135 -0.3%
QF
705
QVT Financial
New York
$10.9M
CIM
706
Corda Investment Management
Texas
$10.8M +$343K +1,580 +3%
BWP
707
Baldwin Wealth Partners
Massachusetts
$10.8M -$4M -18,399 -28%
SCM
708
Stevens Capital Management
Pennsylvania
$10.8M -$14.9M -68,608 -59%
AC
709
Alexandria Capital
Virginia
$10.7M +$56.7K +261 +0.6%
FCBT
710
First Citizens Bank & Trust
North Carolina
$10.7M +$3.6M +16,567 +54%
GWM
711
Geneos Wealth Management
Colorado
$10.7M -$173K -797 -2%
MIAN
712
Mariner Independent Advisor Network
Kansas
$10.6M -$314K -1,446 -3%
LNC
713
Lincoln National Corp
Pennsylvania
$10.5M +$250K +1,151 +3%
SPC
714
Sigma Planning Corp
Michigan
$10.5M -$22.8K -105 -0.2%
KRSITF
715
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$10.5M +$15.2K +70 +0.2%
HCM
716
Howland Capital Management
Massachusetts
$10.5M -$384K -1,766 -4%
BCM
717
Banyan Capital Management
Georgia
$10.3M -$2.39K -11 -0%
SWP
718
Stratos Wealth Partners
Ohio
$10.3M -$516K -2,374 -5%
SKK
719
Shepherd Kaplan Krochuk
Massachusetts
$10.3M
MCA
720
Mercer Capital Advisers
New Jersey
$10.3M -$30.4K -140 -0.3%
WHRC
721
W.H. Reaves & Co
New Jersey
$10.3M
TFA
722
Teamwork Financial Advisors
Texas
$10.2M +$9.8M +45,129 New
FHB
723
First Hawaiian Bank
Hawaii
$10.2M +$61.2K +282 +0.6%
TG
724
TCW Group
California
$10.1M +$2.48M +11,428 +34%
BWM
725
Buckley Wealth Management
Nevada
$10.1M

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.