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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
RCA
1251
Resonant Capital Advisors
Wisconsin
$2.92M +$2.8M +12,915 New
PBC
1252
Pavion Blue Capital
California
$2.92M +$2.8M +12,901 New
BCWM
1253
Blue Chip Wealth Management
Florida
$2.92M -$3.26K -15 -0.1%
DHFB
1254
Dixon Hubard Feinour & Brown
Virginia
$2.91M
BFA
1255
Bragg Financial Advisors
North Carolina
$2.91M +$268K +1,235 +11%
CWM
1256
Cornerstone Wealth Management
Missouri
$2.9M -$90.3K -416 -3%
IIM
1257
Intact Investment Management
Quebec, Canada
$2.9M +$1.5M +6,900 +117%
TF
1258
Tompkins Financial
New York
$2.89M +$82.7K +381 +3%
FDS
1259
Freedom Day Solutions
Texas
$2.89M -$42.6K -196 -2%
CCM
1260
Coldstream Capital Management
Washington
$2.87M -$13.5K -62 -0.5%
GVAG
1261
Great Valley Advisor Group
Delaware
$2.87M -$706K -3,250 -20%
SMFS
1262
Squar Milner Financial Services
California
$2.86M +$746K +3,437 +37%
STA
1263
Summit Trail Advisors
New York
$2.86M +$779K +3,586 +40%
GWCM
1264
Godshalk Welsh Capital Management
Pennsylvania
$2.85M +$16.3K +75 +0.6%
PAS
1265
Park Avenue Securities
New York
$2.85M +$251K +1,158 +10%
AR
1266
Advisory Research
Illinois
$2.84M +$139K +642 +5%
TTWM
1267
TCV Trust & Wealth Management
Virginia
$2.83M -$47.8K -220 -2%
CWA
1268
Clarity Wealth Advisors
California
$2.83M +$2.71M +12,485 New
BAM
1269
Berkshire Asset Management
Pennsylvania
$2.83M -$1.56M -7,200 -37%
FLPIM
1270
F.L. Putnam Investment Management
Massachusetts
$2.82M -$190K -877 -7%
HCM
1271
Harvey Capital Management
Florida
$2.82M +$1.51M +6,945 +126%
GAMC
1272
Garner Asset Management Corp
Texas
$2.81M +$516K +2,378 +24%
GBBWRPM
1273
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$2.81M +$88.2K +406 +3%
TWM
1274
Titus Wealth Management
California
$2.8M -$2.03M -9,365 -43%
MF
1275
Manchester Financial
California
$2.8M -$93.2K -429 -3%

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.