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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
MWM
1651
Meridian Wealth Management
Kentucky
$1.09M -$457K -2,219 -30%
CFA
1652
Capstone Financial Advisors
Illinois
$1.09M +$111K +540 +12%
VCM
1653
Vision Capital Management
Oregon
$1.08M
LP
1654
LGL Partners
Pennsylvania
$1.08M +$41.2K +200 +4%
NB
1655
Nicolet Bankshares
Wisconsin
$1.08M +$30.9K +150 +3%
FMLI
1656
Fukoku Mutual Life Insurance
Japan
$1.08M
MLFP
1657
MPS Loria Financial Planners
Illinois
$1.08M -$41.2K -200 -4%
MFW
1658
Meristem Family Wealth
Minnesota
$1.08M +$591K +2,870 +124%
TW
1659
TrinityPoint Wealth
Connecticut
$1.07M +$73.3K +356 +8%
AFC
1660
AFT Forsyth & Company
Florida
$1.07M +$25.8K +125 +3%
HDIM
1661
Hanson & Doremus Investment Management
Vermont
$1.06M +$64.5K +313 +7%
NQWM
1662
Northwest Quadrant Wealth Management
Oregon
$1.05M -$8.65K -42 -0.8%
IFWM
1663
Institute for Wealth Management
Colorado
$1.05M -$225K -1,092 -18%
PNAA
1664
Pictet North America Advisors
Switzerland
$1.05M +$82.4K +400 +9%
SB
1665
Strategic Blueprint
Georgia
$1.05M -$2.74M -13,299 -73%
EWA
1666
ERTS Wealth Advisors
Michigan
$1.05M -$63.5K -308 -6%
BWM
1667
Bernicke Wealth Management
Wisconsin
$1.05M +$110K +535 +12%
TFF
1668
The Family Firm
Maryland
$1.04M
LOAMS
1669
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.04M +$266K +1,292 +35%
SCA
1670
Sage Capital Advisors
South Dakota
$1.03M -$10.3K -50 -1%
FLI
1671
Family Legacy Inc
South Carolina
$1.03M +$477K +2,313 +99%
S
1672
Seeyond
France
$1.03M -$50.7K -246 -5%
GC
1673
Gilbert & Cook
Iowa
$1.03M
EA
1674
Elm Advisors
California
$1.02M
UCMOK
1675
United Capital Management of KS
Kansas
$1.02M +$85.9K +417 +9%

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.