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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
GAM
1101
Griffin Asset Management
New York
$3.91M -$8.69K -40 -0.2%
MYLI
1102
Meiji Yasuda Life Insurance
Japan
$3.91M -$144K -663 -4%
BPM
1103
Bowling Portfolio Management
Ohio
$3.9M +$142K +654 +4%
GWM
1104
Graybill Wealth Management
Illinois
$3.9M +$68.6K +316 +2%
KAM
1105
Karani Asset Management
New York
$3.89M +$3.73M +17,175 New
WPA
1106
Winning Points Advisors
Florida
$3.88M
TFS
1107
TrustCore Financial Services
Tennessee
$3.88M +$8.04K +37 +0.2%
AW
1108
ACG Wealth
Georgia
$3.88M -$1.22M -5,606 -25%
GIP
1109
Granite Investment Partners
California
$3.88M -$428K -1,973 -10%
WDA
1110
Wendell David Associates
New Hampshire
$3.88M -$369K -1,698 -9%
BFC
1111
Blue Fin Capital
Rhode Island
$3.88M -$10.4K -48 -0.3%
SVWAG
1112
Sound View Wealth Advisors Group
Georgia
$3.88M -$196K -901 -5%
B
1113
Brightworth
Georgia
$3.88M +$499K +2,296 +16%
RWA
1114
Ropes Wealth Advisors
Massachusetts
$3.87M -$769K -3,541 -17%
IHL
1115
Investment House LLC
California
$3.86M -$257K -1,185 -7%
VLC
1116
Van Leeuwen & Company
New Jersey
$3.85M +$296K +1,363 +9%
WA
1117
WBH Advisory
Maryland
$3.84M +$98.6K +454 +3%
MIC
1118
Means Investment Company
Maine
$3.83M +$213K +980 +6%
GCM
1119
Glynn Capital Management
California
$3.83M
HW
1120
Hancock Whitney
Mississippi
$3.83M -$69.9K -322 -2%
MWA
1121
Moser Wealth Advisors
Washington
$3.82M +$3.66M +16,864 New
III
1122
Independent Investors Inc
New York
$3.78M
RBFC
1123
Roman Butler Fullerton & Co
Missouri
$3.76M -$367K -1,690 -9%
BFEC
1124
Benjamin F. Edwards & Company
Missouri
$3.75M -$434 -2 -0%
GKFF
1125
George Kaiser Family Foundation
Oklahoma
$3.75M

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.