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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
IWM
1026
IHT Wealth Management
Illinois
$4.05M +$368K +1,787 +10%
TIM
1027
Tortoise Investment Management
New York
$4.04M -$41.2K -200 -1%
CIA
1028
Capital Investment Advisors
Georgia
$4.04M +$38.9K +189 +1%
FHA
1029
First Horizon Advisors
Tennessee
$4.03M -$1.77M -8,576 -31%
BA
1030
Bristlecone Advisors
Washington
$4.03M -$266K -1,291 -6%
PWP
1031
Principle Wealth Partners
Connecticut
$4.03M +$265K +1,285 +7%
PAM
1032
Paradigm Asset Management
New York
$4.03M -$907K -4,400 -19%
WGCA
1033
Wolf Group Capital Advisors
Virginia
$4.02M +$163K +792 +4%
ACM
1034
Azimuth Capital Management
Michigan
$4.02M +$268K +1,300 +7%
PCM
1035
Prelude Capital Management
New York
$4.01M -$1.06M -5,145 -21%
GIA
1036
GHP Investment Advisors
Colorado
$4M -$210K -1,021 -5%
SCM
1037
Sterling Capital Management
North Carolina
$4M -$16.9K -82 -0.4%
ZF
1038
Zhang Financial
Michigan
$3.98M -$250K -1,211 -6%
GIP
1039
Granite Investment Partners
California
$3.98M
AC
1040
Alley Company
Illinois
$3.95M +$32.3K +157 +0.8%
XSC
1041
X-Square Capital
Puerto Rico
$3.95M -$207K -1,006 -5%
CCM
1042
Compton Capital Management
Rhode Island
$3.95M +$411K +1,995 +12%
CRA
1043
Circle Road Advisors
New York
$3.94M +$3.9M +18,929 New
FHC
1044
First Heartland Consultants
Missouri
$3.93M -$21.2K -103 -0.5%
NFG
1045
Noven Financial Group
Colorado
$3.93M +$138K +672 +4%
WDA
1046
Wendell David Associates
New Hampshire
$3.92M +$95.4K +463 +3%
SLA
1047
Silver Lake Advisory
Utah
$3.92M +$157K +760 +4%
RHFI
1048
Reilly Herbert Faulkner III
$3.91M +$34.4K +167 +0.9%
PA
1049
Perennial Advisors
New York
$3.91M +$216K +1,046 +6%
PIMG
1050
Patriot Investment Management Group
Tennessee
$3.89M -$149K -724 -4%

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.