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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
HBWM
1551
Hollow Brook Wealth Management
New York
$1.62M -$19.3K -89 -1%
GWAG
1552
Garrett Wealth Advisory Group
Texas
$1.61M -$16.3K -75 -1%
SAG
1553
Spotlight Asset Group
Illinois
$1.61M +$1.8M +8,309 New
S
1554
SimplyRich
California
$1.61M -$5.43K -25 -0.3%
LPT
1555
Legacy Private Trust
Wisconsin
$1.61M -$18.9K -87 -1%
CWC
1556
Carolinas Wealth Consulting
North Carolina
$1.61M +$1.55M +7,134 New
PSC
1557
Prentiss Smith & Co
Vermont
$1.61M -$18.5K -85 -1%
FPCG
1558
Fort Pitt Capital Group
Pennsylvania
$1.61M +$10.6K +49 +0.7%
LW
1559
Linscomb Wealth
Texas
$1.6M +$151K +695 +11%
CSS
1560
Cubist Systematic Strategies
Connecticut
$1.6M -$13.7M -63,066 -90%
MCM
1561
Maryland Capital Management
Maryland
$1.6M -$5.65K -26 -0.4%
RDWM
1562
Red Door Wealth Management
Tennessee
$1.6M +$1.53M +7,030 New
MWM
1563
Modera Wealth Management
New Jersey
$1.59M +$31.1K +143 +2%
CRWM
1564
Castle Rock Wealth Management
California
$1.59M -$216K -994 -12%
SCM
1565
SOL Capital Management
Maryland
$1.59M
IWP
1566
Icon Wealth Partners
Texas
$1.59M -$90.8K -418 -6%
SL
1567
Stevard LLC
Illinois
$1.59M +$1.52M +7,015 New
PP
1568
Pegasus Partners
Wisconsin
$1.59M +$164K +757 +12%
MCCP
1569
Mission Creek Capital Partners
California
$1.58M +$1.52M +6,984 New
WHG
1570
Westwood Holdings Group
Texas
$1.58M +$5.43K +25 +0.4%
RWA
1571
RGT Wealth Advisors
Texas
$1.58M -$584K -2,690 -28%
HWMG
1572
Hurlow Wealth Management Group
Indiana
$1.57M +$120K +552 +9%
FNBSF
1573
First National Bank Sioux Falls
South Dakota
$1.57M +$99.9K +460 +7%
RMC
1574
Resources Management Corp
Connecticut
$1.57M +$19.5K +90 +1%
AAM
1575
Advisors Asset Management
Colorado
$1.56M -$108K -496 -7%

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.