We are live on ! Find out more
BRK.B icon

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
BCM
1201
Breiter Capital Management
Florida
$3.26M +$417K +1,918 +15%
WPP
1202
Whalerock Point Partners
Rhode Island
$3.25M +$13.9K +64 +0.4%
JFGIW
1203
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.24M -$3.62M -16,668 -54%
JSC
1204
Jackson Square Capital
California
$3.23M +$3.1M +14,282 New
TC
1205
TownSquare Capital
Utah
$3.2M -$1.27M -5,856 -29%
DIA
1206
Dean Investment Associates
Ohio
$3.19M -$2.12M -9,772 -41%
AUB
1207
Atlantic Union Bankshares
Virginia
$3.18M +$70.1K +323 +2%
AFIA
1208
America First Investment Advisors
Nebraska
$3.17M +$21.7K +100 +0.7%
KPCM
1209
Kings Point Capital Management
New York
$3.16M +$102K +470 +3%
RAM
1210
Redmond Asset Management
Virginia
$3.15M -$59.9K -276 -2%
CCM
1211
Community Capital Management
Florida
$3.14M
CA
1212
Corrado Advisors
New Jersey
$3.13M +$109K +500 +8%
SS
1213
Simplicity Solutions
Minnesota
$3.13M +$1.23M +5,648 +69%
CGL
1214
Clarius Group LLC
Washington
$3.12M +$161K +742 +6%
CBU
1215
CIBC Bank USA
Illinois
$3.12M +$216K +993 +8%
DAM
1216
Delta Asset Management
Tennessee
$3.11M -$34.7K -160 -1%
OFS
1217
Oldfather Financial Services
Nebraska
$3.11M +$3.01M +13,847 New
RWM
1218
RKL Wealth Management
Pennsylvania
$3.09M -$223K -1,026 -7%
SIM
1219
Stratos Investment Management
Ohio
$3.09M +$794K +3,656 +37%
MYIA
1220
Mount Yale Investment Advisors
Colorado
$3.09M +$563K +2,592 +23%
PAMG
1221
Patton Albertson Miller Group
Tennessee
$3.08M +$32.6K +150 +1%
CG
1222
Caprock Group
Idaho
$3.07M -$174K -800 -6%
DFA
1223
Delta Financial Advisors
Louisiana
$3.07M -$2.82K -13 -0.1%
MFG
1224
Magnus Financial Group
New York
$3.06M +$117K +540 +4%
YWP
1225
YorkBridge Wealth Partners
New York
$3.06M -$46.3K -213 -2%

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.