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
LNB
1076
Ledyard National Bank
$3.64M +$40.2K +195 +1%
CAM
1077
Cresset Asset Management
Illinois
$3.62M +$1.29M +6,284 +57%
GAM
1078
Griffin Asset Management
New York
$3.6M +$43.5K +211 +1%
WP
1079
WMS Partners
Maryland
$3.6M +$247K +1,199 +7%
HW
1080
Hancock Whitney
Mississippi
$3.58M -$36.3K -176 -1%
NFG
1081
Nations Financial Group
Iowa
$3.58M +$88.2K +428 +3%
BFC
1082
Blue Fin Capital
Rhode Island
$3.58M -$87.6K -425 -2%
SBIA
1083
Sheaff Brock Investment Advisors
Indiana
$3.58M -$55.4K -269 -2%
TFS
1084
TrustCore Financial Services
Tennessee
$3.56M -$15K -73 -0.4%
CIC
1085
Crawford Investment Counsel
Georgia
$3.54M +$210K +1,019 +6%
WT
1086
Washington Trust
Rhode Island
$3.53M +$143K +695 +4%
RA
1087
Riverstone Advisors
Texas
$3.52M +$103K +500 +3%
EVM
1088
Evelyn V. Moreno
$3.52M +$144K +700 +4%
GCM
1089
Glynn Capital Management
California
$3.52M
GWM
1090
Graybill Wealth Management
Illinois
$3.51M +$3.48M +16,887 New
AC
1091
Abbrea Capital
California
$3.5M +$131K +636 +4%
O
1092
Ossiam
France
$3.49M -$819K -3,975 -19%
CC
1093
Cognios Capital
Kansas
$3.47M -$1.6M -7,787 -32%
III
1094
Independent Investors Inc
New York
$3.47M -$53.6K -260 -2%
CT
1095
Chicago Trust
Illinois
$3.46M +$95.4K +463 +3%
BPM
1096
Bowling Portfolio Management
Ohio
$3.45M -$161K -780 -4%
BFEC
1097
Benjamin F. Edwards & Company
Missouri
$3.44M +$395K +1,916 +13%
GKFF
1098
George Kaiser Family Foundation
Oklahoma
$3.44M
GH
1099
GAM Holding
Switzerland
$3.44M +$1.32M +6,420 +63%
WA
1100
WBH Advisory
Maryland
$3.43M -$67K -325 -2%

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.