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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
CBB
1526
Citizens Business Bank
California
$1.67M +$109K +500 +7%
EFSCE
1527
Enterprise Financial Services Corp (EFSC)
Missouri
$1.66M -$483K -2,225 -23%
KA
1528
Klingman & Associates
New York
$1.66M +$21.7K +100 +1%
1W
1529
1776 Wealth
Georgia
$1.66M +$1.59M +7,338 New
CL
1530
CSS LLC
Illinois
$1.66M
CSWG
1531
Cardinal Strategic Wealth Guidance
Kentucky
$1.66M +$1.59M +7,332 New
WP
1532
WealthSource Partners
California
$1.66M -$56.7K -261 -3%
GC
1533
Garde Capital
Washington
$1.66M -$4.34K -20 -0.3%
FFSOTS
1534
Fiduciary Financial Services of The Southwest
Texas
$1.65M -$19.8K -91 -1%
KWM
1535
Kingsview Wealth Management
Oregon
$1.65M -$414K -1,906 -21%
IMOV
1536
Investment Management of Virginia
Virginia
$1.65M -$56.2K -259 -3%
VCM
1537
Vivaldi Capital Management
Illinois
$1.65M -$220K -1,013 -12%
CB
1538
Cadence Bank
Mississippi
$1.64M
BAM
1539
Beaumont Asset Management
Texas
$1.64M +$1.58M +7,258 New
ATC
1540
Adirondack Trust Company
New York
$1.64M +$25K +115 +2%
BWM
1541
BerganKDV Wealth Management
Minnesota
$1.64M +$121K +559 +8%
DL
1542
DOHJ LLC
Washington
$1.64M +$1.57M +7,239 New
EF
1543
Empirical Finance
Pennsylvania
$1.64M +$586K +2,697 +60%
MFW
1544
Mosaic Family Wealth
Missouri
$1.63M
PTP
1545
Platform Technology Partners
New York
$1.63M +$1.56M +7,180 New
FWP
1546
FAS Wealth Partners
Kansas
$1.63M -$289K -1,330 -16%
SXL
1547
Summit X LLC
Missouri
$1.62M +$4.34K +20 +0.3%
KCM
1548
Kornitzer Capital Management
Kansas
$1.62M -$16.3K -75 -1%
W
1549
Wealthquest
Ohio
$1.62M +$107K +493 +7%
ADL
1550
Asset Dedication LLC
California
$1.62M +$126K +579 +9%

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.