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
LW
1501
Linscomb Wealth
Texas
$1.39M -$63.5K -307 -4%
CBA
1502
Coastal Bridge Advisors
Connecticut
$1.39M
VAG
1503
VisionPoint Advisory Group
Texas
$1.39M +$1.35M +6,509 New
PP
1504
Pegasus Partners
Wisconsin
$1.39M -$136K -659 -9%
CWAG
1505
Compton Wealth Advisory Group
Virginia
$1.39M
CCM
1506
Campbell Capital Management
Florida
$1.38M -$2.61M -12,600 -66%
TCM
1507
Tufton Capital Management
Maryland
$1.38M -$41.4K -200 -3%
KFS
1508
Kurt F. Somerville
$1.38M -$74.9K -362 -5%
SVCP
1509
Silicon Valley Capital Partners
California
$1.38M +$7.24K +35 +0.5%
AAM
1510
Ascension Asset Management
New York
$1.38M
CB
1511
Community Bank
New York
$1.38M
CC
1512
Courier Capital
New York
$1.38M +$31K +150 +2%
NAS
1513
Nicolet Advisory Services
Wisconsin
$1.38M +$60.2K +291 +5%
EWM
1514
Empirical Wealth Management
Washington
$1.37M +$469K +2,268 +54%
ECM
1515
Estabrook Capital Management
New York
$1.37M
DCM
1516
Donaldson Capital Management
Indiana
$1.37M +$171K +827 +15%
EIA
1517
Eldridge Investment Advisors
New Hampshire
$1.37M
AWA
1518
Artemis Wealth Advisors
New York
$1.36M
AIM
1519
Avity Investment Management
Connecticut
$1.36M -$28.3K -137 -2%
RMA
1520
Roffman Miller Associates
Pennsylvania
$1.36M -$206K -995 -14%
CWM
1521
Confluence Wealth Management
Oregon
$1.35M
VDI
1522
Vaughan David Investments
Illinois
$1.35M +$12.8K +62 +1%
CNBT
1523
Canandaigua National Bank & Trust
New York
$1.35M +$30.4K +147 +2%
EWM
1524
Evermay Wealth Management
Virginia
$1.35M +$183K +886 +16%
CA
1525
Corrado Advisors
New Jersey
$1.35M -$155K -750 -11%

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.