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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
MWM
776
Minot Wealth Management
Massachusetts
$8.87M +$8.39M +38,641 New
GC
777
Gratus Capital
Georgia
$8.85M -$111K -512 -1%
PG
778
Pendal Group
Australia
$8.84M -$637K -2,931 -7%
SWM
779
Stockman Wealth Management
Montana
$8.84M +$92.9K +428 +1%
HIC
780
Hartline Investment Corp
Illinois
$8.83M +$2.53M +11,649 +43%
PWLP
781
Prio Wealth Limited Partnership
Massachusetts
$8.72M +$1.85M +8,502 +28%
SC
782
Sepio Capital
Utah
$8.69M +$28K +129 +0.3%
HPWM
783
Highland Private Wealth Management
Washington
$8.68M +$6.82M +31,414 +455%
CEP
784
Chicago Equity Partners
Illinois
$8.61M -$3.13M -14,390 -27%
LNWWM
785
Laird Norton Wetherby Wealth Management
California
$8.59M -$559K -2,576 -6%
HKIM
786
Hayek Kallen Investment Management
Alabama
$8.58M -$162K -745 -2%
DDC
787
DF Dent & Co
Maryland
$8.58M -$78.4K -361 -0.9%
CC
788
Cipher Capital
New York
$8.55M +$8.2M +37,744 New
SFS
789
Summit Financial Strategies
Ohio
$8.55M -$232K -1,067 -3%
PFM
790
Patton Fund Management
Texas
$8.54M +$41.7K +192 +0.5%
MCP
791
Mirador Capital Partners
California
$8.54M +$2.16M +9,955 +36%
NAMP
792
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$8.52M -$756K -3,481 -8%
RTS
793
Round Table Services
New Jersey
$8.47M -$178K -819 -2%
ODCM
794
Old Dominion Capital Management
Virginia
$8.45M -$17.4K -80 -0.2%
Cerity Partners
795
Cerity Partners
New York
$8.43M +$333K +1,532 +4%
FANJ
796
Financial Architects (New Jersey)
New Jersey
$8.43M -$135K -620 -2%
AWA
797
Arete Wealth Advisors
Illinois
$8.42M +$378K +1,739 +5%
CPA
798
Clear Perspective Advisors
Illinois
$8.41M -$370K -1,706 -4%
PAIM
799
Punch & Associates Investment Management
Minnesota
$8.4M -$155K -715 -2%
ATC
800
Argent Trust Co
Tennessee
$8.36M +$211K +972 +3%

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.