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
GIC
1001
Gantzert Investment Company
Illinois
$4.25M +$151K +735 +4%
MHIM
1002
MacNealy Hoover Investment Management
Ohio
$4.25M -$9.27K -45 -0.2%
FFA
1003
Fragasso Financial Advisors
Pennsylvania
$4.23M +$92.7K +450 +2%
TW
1004
Transform Wealth
Colorado
$4.23M -$893K -4,336 -18%
MOS
1005
MGO One Seven
Ohio
$4.23M +$97.7K +474 +2%
MPM
1006
Meritage Portfolio Management
Kansas
$4.21M +$2.49M +12,104 +149%
BC
1007
Blackhill Capital
New Jersey
$4.21M -$51.5K -250 -1%
MWM
1008
Marietta Wealth Management
Georgia
$4.19M +$171K +831 +4%
GC
1009
Grimes & Company
Massachusetts
$4.18M +$94K +456 +2%
JFA
1010
Johanson Financial Advisors
California
$4.17M -$50.1K -243 -1%
AAM
1011
AR Asset Management
California
$4.16M
SACTSONJ
1012
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$4.16M
NC
1013
Naman Capital
Brazil
$4.16M +$1.03M +5,000 +33%
DLA
1014
Douglas Lane & Associates
New York
$4.14M -$1.44K -7 -0%
MAFM
1015
Mid Atlantic Financial Management
Pennsylvania
$4.14M +$224K +1,088 +6%
TBA
1016
Tower Bridge Advisors
Pennsylvania
$4.14M -$29.9K -145 -0.8%
NB
1017
NBT Bank
New York
$4.13M -$159K -773 -4%
FA
1018
Fagan Associates
New York
$4.12M +$398K +1,930 +11%
SA
1019
Strategic Advisors
New York
$4.1M +$184K +895 +5%
BOS
1020
Bingham Osborn & Scarborough
California
$4.1M +$128K +619 +3%
QCMNJ
1021
Quantum Capital Management (New Jersey)
New Jersey
$4.09M +$97.2K +472 +2%
BAM
1022
Berkshire Asset Management
Pennsylvania
$4.09M -$4.46M -21,631 -52%
BIMC
1023
Benson Investment Management Company
Virginia
$4.07M -$86.5K -420 -2%
JIC
1024
Joel Isaacson & Co
New York
$4.07M -$26.8K -130 -0.7%
MHS
1025
M Holdings Securities
Oregon
$4.06M +$4.02M +19,507 New

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.