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

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
1NWS
1601
1 North Wealth Services
Maryland
$1.52M +$101K +463 +7%
TI
1602
Trexquant Investment
Connecticut
$1.51M -$2.13M -9,807 -59%
Simplex Trading
1603
Simplex Trading
Illinois
$1.51M +$1.45M +6,667 New
PWM
1604
PRW Wealth Management
Massachusetts
$1.51M +$17.4K +80 +1%
FCM
1605
Firestone Capital Management
Florida
$1.51M +$1.44M +6,650 New
BI
1606
Bramshill Investments
Florida
$1.5M -$14.6K -67 -1%
VDI
1607
Vaughan David Investments
Illinois
$1.5M +$59.1K +272 +4%
BF
1608
Blankinship & Foster
California
$1.49M -$8.69K -40 -0.6%
BCI
1609
Brinker Capital Investments
Pennsylvania
$1.49M -$27.4K -126 -2%
CBA
1610
Coastal Bridge Advisors
Connecticut
$1.48M -$16.5K -76 -1%
PFA
1611
Professional Financial Advisors
Nebraska
$1.48M +$1.42M +6,543 New
MWA
1612
MFA Wealth Advisors
Pennsylvania
$1.48M -$15.9K -73 -1%
SMC
1613
Smith, Moore & Co
Missouri
$1.48M +$86.2K +397 +6%
C
1614
Certuity
Florida
$1.47M +$1.41M +6,488 New
TCM
1615
Tufton Capital Management
Maryland
$1.47M
MWM
1616
Mattern Wealth Management
Kansas
$1.46M +$1.4M +6,455 New
VWA
1617
Visionary Wealth Advisors
Illinois
$1.46M +$1.4M +6,456 New
BFG
1618
Bouchey Financial Group
New York
$1.46M -$53K -244 -4%
EIA
1619
Eldridge Investment Advisors
New Hampshire
$1.45M
AWA
1620
Artemis Wealth Advisors
New York
$1.45M
CS
1621
Comerica Securities
Michigan
$1.44M -$202K -928 -13%
EWM
1622
Empirical Wealth Management
Washington
$1.44M -$81.9K -377 -6%
AC
1623
Avestar Capital
New York
$1.44M +$64.7K +298 +5%
NFG
1624
Nadler Financial Group
Illinois
$1.44M +$85.8K +395 +7%
LJAC
1625
L.J. Altfest & Co
New York
$1.44M -$46.5K -214 -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.