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

Berkshire Hathaway Class B

2,420 hedge funds and large institutions have $196B invested in Berkshire Hathaway Class B in 2019 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 988 increasing their positions, 946 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 69

23% more call options, than puts

Call options by funds: $2.92B | Put options by funds: $2.37B

7% more capital invested

Capital invested by funds: $184B → $196B (+$12B)

3% more funds holding in top 10

Funds holding in top 10: 451463 (+12)

4% more repeat investments, than reductions

Existing positions increased: 988 | Existing positions reduced: 946

0.38% more ownership

Funds ownership: 66.88%67.26% (+0.38%)

0% more funds holding

Funds holding: 2,4192,420 (+1)

Holders
2,420
Holders Change
+1
Holders Change %
+0.04%
% of All Funds
52.56%
Holding in Top 10
463
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+2.66%
% of All Funds
10.06%
New
95
Increased
988
Reduced
946
Closed
69
Calls
$2.92B
Puts
$2.37B
Net Calls
+$554M
Net Calls Change
-$142M
Name Holding Trade Value Shares
Change
Change in
Stake
CWS
1226
Cypress Wealth Services
California
$2.6M +$97.9K +473 +4%
GWCM
1227
Godshalk Welsh Capital Management
Pennsylvania
$2.6M +$10.3K +50 +0.4%
HCA
1228
Horan Capital Advisors
Ohio
$2.6M -$50.9K -246 -2%
FWM
1229
Focused Wealth Management
New York
$2.6M +$2.52M +12,175 New
HW
1230
Hedeker Wealth
Illinois
$2.58M -$1.02M -4,941 -29%
ECM
1231
ETrade Capital Management
Virginia
$2.56M +$228K +1,104 +10%
WPA
1232
Winning Points Advisors
Florida
$2.56M +$14.7K +71 +0.6%
BFA
1233
Bragg Financial Advisors
North Carolina
$2.55M -$20.1K -97 -0.8%
LB
1234
Landmark Bank
Missouri
$2.55M +$23.8K +115 +1%
AR
1235
Advisory Research
Illinois
$2.54M -$69.5K -336 -3%
PG
1236
Patten Group
Tennessee
$2.53M -$4.14K -20 -0.2%
SMFS
1237
Squar Milner Financial Services
California
$2.52M -$47.6K -230 -2%
KC
1238
Kingfisher Capital
North Carolina
$2.52M -$70.1K -339 -3%
AI
1239
Accredited Investors
Minnesota
$2.51M +$32.7K +158 +1%
SMG
1240
Spectrum Management Group
Indiana
$2.51M +$139K +670 +6%
PWP
1241
Personal Wealth Partners
Minnesota
$2.51M +$288K +1,394 +13%
NEPWA
1242
New England Private Wealth Advisors
Massachusetts
$2.51M +$72.4K +350 +3%
CCM
1243
Condor Capital Management
New Jersey
$2.5M +$46.1K +223 +2%
DA
1244
Duality Advisers
Florida
$2.49M +$2.42M +11,690 New
CCT
1245
Capital City Trust
Florida
$2.48M -$36.6K -177 -1%
SAMC
1246
Spectrum Asset Management (California)
California
$2.46M +$751K +3,630 +46%
PAM
1247
Pegasus Asset Management
New York
$2.46M +$100K +484 +4%
BCA
1248
Bay Colony Advisors
Massachusetts
$2.45M
CGL
1249
Clarius Group LLC
Washington
$2.45M +$439K +2,122 +23%
OKSA
1250
O'Keefe Stevens Advisory
New York
$2.45M +$301K +1,455 +15%

BRK.B Hedge Fund Activity: Q2 2019 in Review

2,420 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q2 2019, worth a combined $196B — up 6.6% from $184B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new BRK.B positions and 69 closed out — a net gain of 26 holders — while 988 added to existing stakes and 946 trimmed.

The largest buyer was Nuveen, adding an estimated $2.01B. The largest seller was Capital Research Global Investors, cutting an estimated $1.31B.

  • 2,420 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q2 2019, up from 2,419 in Q1 2019.
  • Funds reported $196B of Berkshire Hathaway Class B stock for Q2 2019, up 6.6% quarter-over-quarter.
  • 95 funds opened new Berkshire Hathaway Class B positions in Q2 2019 and 69 closed out, a net change of +26 holders.
  • The largest Berkshire Hathaway Class B buyer in Q2 2019 was Nuveen, an estimated $2.01B added.
  • The largest Berkshire Hathaway Class B seller in Q2 2019 was Capital Research Global Investors, an estimated $1.31B sold.

Based on aggregated 13F filings for Q2 2019.