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
TAM
876
Telemark Asset Management
Massachusetts
$6.79M +$6.52M +30,000 New
FIM
877
Freedom Investment Management
Connecticut
$6.78M +$706K +3,253 +12%
CI
878
Conning Inc
Connecticut
$6.78M -$143K -660 -2%
SLI
879
Sumitomo Life Insurance
Japan
$6.76M +$365K +1,681 +6%
OBGC
880
O'Brien Greene & Co
Pennsylvania
$6.74M -$466K -2,145 -7%
ASN
881
Advisory Services Network
Georgia
$6.73M +$267K +1,231 +4%
GIM
882
Goelzer Investment Management
Indiana
$6.72M -$126K -578 -2%
FQ
883
First Quadrant
California
$6.71M -$65.2K -300 -1%
RJT
884
Raymond James Trust
Florida
$6.69M -$906K -4,173 -12%
AWA
885
ARS Wealth Advisors
Florida
$6.67M -$235K -1,081 -4%
MCM
886
Manchester Capital Management
Vermont
$6.63M -$163K -749 -2%
BAM
887
Belpointe Asset Management
Nevada
$6.61M +$250K +1,153 +4%
MPW
888
Monterey Private Wealth
California
$6.57M +$6.3M +29,023 New
ECM
889
Evergreen Capital Management
Washington
$6.57M +$368K +1,694 +6%
IPW
890
Inlet Private Wealth
Florida
$6.57M +$380K +1,752 +6%
APA
891
American Portfolios Advisors
New York
$6.57M +$422K +1,942 +7%
AWM
892
Argent Wealth Management
Massachusetts
$6.57M +$6.29M +28,986 New
SFO
893
Stokes Family Office
Louisiana
$6.55M +$6.25M +28,784 New
WC
894
Whitnell & Co
Illinois
$6.55M -$2.61K -12 -0%
ISB
895
Iowa State Bank
Iowa
$6.53M -$156K -718 -2%
CFA
896
Cahill Financial Advisors
Minnesota
$6.52M -$199K -915 -3%
HWA
897
Heritage Wealth Advisors
Virginia
$6.51M +$531K +2,443 +9%
EWA
898
Evolution Wealth Advisors
Florida
$6.5M +$1.04M +4,789 +20%
YL
899
YCG LLC
Texas
$6.48M
WKWM
900
Walter & Keenan Wealth Management
Indiana
$6.43M -$390K -1,798 -6%

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.