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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
HSA
1001
HBK Sorce Advisory
Pennsylvania
$4.98M +$145K +666 +3%
MIP
1002
Marietta Investment Partners
Wisconsin
$4.98M
ZF
1003
Zhang Financial
Michigan
$4.97M +$611K +2,814 +15%
BOH
1004
Bank of Hawaii
Hawaii
$4.97M -$250K -1,149 -5%
BCM
1005
Beddow Capital Management
Wyoming
$4.96M -$256K -1,180 -5%
AIIMS
1006
Analyst IMS Investment Management Services
Israel
$4.96M -$105K -485 -2%
WAS
1007
Winch Advisory Services
Wisconsin
$4.95M +$79.7K +367 +2%
WA
1008
Wealth Architects
California
$4.94M -$64.7K -298 -1%
IWM
1009
IHT Wealth Management
Illinois
$4.93M +$527K +2,426 +13%
CHA
1010
Carmichael Hill & Associates
Maryland
$4.93M -$75.4K -347 -2%
JAM
1011
Jolley Asset Management
North Carolina
$4.92M -$325K -1,495 -6%
FFA
1012
Fragasso Financial Advisors
Pennsylvania
$4.85M +$230K +1,061 +5%
PV
1013
Private Vista
Illinois
$4.84M -$401K -1,846 -8%
BRM
1014
Boston Research & Management
Massachusetts
$4.83M -$60.8K -280 -1%
FB
1015
Fulton Bank
Pennsylvania
$4.82M -$59.5K -274 -1%
GC
1016
Grimes & Company
Massachusetts
$4.76M +$200K +920 +5%
BP
1017
Ballentine Partners
Massachusetts
$4.75M -$412K -1,897 -8%
GIC
1018
Gantzert Investment Company
Illinois
$4.74M +$112K +515 +3%
NC
1019
NovaPoint Capital
Georgia
$4.73M +$4.53M +20,864 New
SCA
1020
Snowden Capital Advisors
New York
$4.72M +$626K +2,882 +16%
CCT
1021
Chemung Canal Trust
New York
$4.72M +$25.8K +119 +0.6%
HTC
1022
Haverford Trust Company
Pennsylvania
$4.72M -$6.73K -31 -0.1%
HIMC
1023
Heritage Investors Management Corp
Maryland
$4.71M -$26.7K -123 -0.6%
NB
1024
NBT Bank
New York
$4.7M +$193K +891 +4%
MWM
1025
Marietta Wealth Management
Georgia
$4.69M +$124K +572 +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.