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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
LNB
1076
Ledyard National Bank
$4.17M +$202K +930 +5%
FHC
1077
First Heartland Consultants
Missouri
$4.17M -$111K -510 -3%
GW
1078
GW & Wade
Massachusetts
$4.15M +$144K +663 +4%
LA
1079
LexAurum Advisors
Kansas
$4.14M +$150K +693 +4%
LA
1080
LVW Advisors
New York
$4.14M +$116K +532 +3%
LIM
1081
Leavell Investment Management
Alabama
$4.13M -$22.8K -105 -0.6%
CC
1082
ClearArc Capital
Ohio
$4.13M -$1.85M -8,524 -32%
BFC
1083
Bedel Financial Consulting
Indiana
$4.12M -$99.9K -460 -2%
FPB
1084
First PREMIER Bank
South Dakota
$4.1M -$1.3K -6 -0%
CIC
1085
Crawford Investment Counsel
Georgia
$4.07M +$209K +962 +6%
KFA
1086
Kays Financial Advisory
Georgia
$4.05M -$111K -510 -3%
DIA
1087
Dana Investment Advisors
Wisconsin
$4.04M +$613K +2,824 +19%
PTC
1088
Private Trust Company
Ohio
$4.03M +$400K +1,842 +12%
SNBOSD
1089
Security National Bank of So Dak
Iowa
$4.02M +$1.96K +9 +0.1%
VCM
1090
Virtue Capital Management
Tennessee
$4.02M +$3.36M +15,479 +680%
IA
1091
IFG Advisory
Georgia
$3.99M -$68K -313 -2%
RA
1092
Riverstone Advisors
Texas
$3.98M +$141K +650 +4%
GWS
1093
Glassman Wealth Services
Virginia
$3.98M -$217 -1 -0%
PMFA
1094
Plante Moran Financial Advisors
Michigan
$3.98M -$173K -798 -4%
PFA
1095
Paradigm Financial Advisors
Missouri
$3.98M -$192K -885 -5%
BPWA
1096
Beacon Pointe Wealth Advisors
California
$3.97M +$1.66M +7,624 +77%
QCG
1097
Quadrant Capital Group
Ohio
$3.96M +$923K +4,249 +32%
TWA
1098
TCI Wealth Advisors
Arizona
$3.96M -$43.7K -201 -1%
AC
1099
Abbrea Capital
California
$3.93M +$120K +554 +3%
NP
1100
NorthRock Partners
Minnesota
$3.92M +$608K +2,799 +19%

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.