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

Berkshire Hathaway Class B

2,417 hedge funds and large institutions have $195B invested in Berkshire Hathaway Class B in 2019 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 1,009 increasing their positions, 929 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 83

11% more call options, than puts

Call options by funds: $3.06B | Put options by funds: $2.77B

9% more repeat investments, than reductions

Existing positions increased: 1,009 | Existing positions reduced: 929

0.2% more ownership

Funds ownership: 67.26%67.45% (+0.2%)

0% less funds holding

Funds holding: 2,4202,417 (-3)

1% less capital invested

Capital invested by funds: $196B → $195B (-$1.2B)

5% less funds holding in top 10

Funds holding in top 10: 463440 (-23)

Holders
2,417
Holders Change
-3
Holders Change %
-0.12%
% of All Funds
53%
Holding in Top 10
440
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-4.97%
% of All Funds
9.65%
New
99
Increased
1,009
Reduced
929
Closed
83
Calls
$3.06B
Puts
$2.77B
Net Calls
+$294M
Net Calls Change
-$260M
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
1276
Park Avenue Securities
New York
$2.38M -$1.03K -5 -0%
GCM
1277
Gladius Capital Management
Illinois
$2.38M +$1.3M +6,287 +123%
MC
1278
Machina Capital
France
$2.35M +$1.29M +6,254 +124%
UBPAM
1279
Union Bancaire Privee Asset Management
New York
$2.35M -$1.03M -5,000 -31%
ACP
1280
Ashfield Capital Partners
California
$2.35M +$111K +540 +5%
DI
1281
DFPG Investments
Utah
$2.34M +$322K +1,563 +16%
QCMA
1282
Quad Capital Management Advisors
New York
$2.34M +$2.32M +11,260 New
TCOO
1283
Trust Company of Oklahoma
Oklahoma
$2.31M +$10.3K +50 +0.5%
IAM
1284
Integre Asset Management
New York
$2.3M
MWA
1285
Meridian Wealth Advisors
Texas
$2.3M +$836K +4,058 +58%
PCP
1286
Proficio Capital Partners
Massachusetts
$2.29M -$22K -107 -1%
BM
1287
Bislett Management
California
$2.29M
FWM
1288
Focused Wealth Management
New York
$2.29M -$243K -1,181 -10%
FCCM
1289
First City Capital Management
Georgia
$2.28M -$50.5K -245 -2%
RFN
1290
RDA Financial Network
Iowa
$2.28M +$194K +942 +10%
FHA
1291
Flagship Harbor Advisors
Massachusetts
$2.27M +$85.1K +413 +4%
DI
1292
Diligent Investors
California
$2.27M +$74.6K +362 +3%
TIA
1293
Tiemann Investment Advisors
California
$2.26M -$65.7K -319 -3%
FMC
1294
First Merchants Corp
Indiana
$2.26M +$527K +2,560 +31%
VCA
1295
Verdence Capital Advisors
Maryland
$2.26M +$626K +3,036 +39%
WTB
1296
Washington Trust Bank
Washington
$2.25M -$38.1K -185 -2%
SMH
1297
Sanders Morris Harris
Texas
$2.25M +$1.54M +7,470 +220%
PNC
1298
Park National Corp
Ohio
$2.25M +$33K +160 +2%
KC
1299
Kingfisher Capital
North Carolina
$2.25M -$207K -1,004 -9%
SBSB
1300
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.24M -$62.8K -305 -3%

BRK.B Hedge Fund Activity: Q3 2019 in Review

2,417 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q3 2019, worth a combined $195B — down 0.61% from $196B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new BRK.B positions and 83 closed out — a net gain of 16 holders — while 1,009 added to existing stakes and 929 trimmed.

The largest buyer was Gates Foundation Trust, adding an estimated $1.61B. The largest seller was Magellan Asset Management, cutting an estimated $988M.

  • 2,417 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q3 2019, down from 2,420 in Q2 2019.
  • Funds reported $195B of Berkshire Hathaway Class B stock for Q3 2019, down 0.61% quarter-over-quarter.
  • 99 funds opened new Berkshire Hathaway Class B positions in Q3 2019 and 83 closed out, a net change of +16 holders.
  • The largest Berkshire Hathaway Class B buyer in Q3 2019 was Gates Foundation Trust, an estimated $1.61B added.
  • The largest Berkshire Hathaway Class B seller in Q3 2019 was Magellan Asset Management, an estimated $988M sold.

Based on aggregated 13F filings for Q3 2019.