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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
LF
1651
Lee Financial
Texas
$1.39M -$11.7K -54 -0.9%
LC
1652
Lindbrook Capital
California
$1.39M +$8.9K +41 +0.7%
WC
1653
Winmill & Co
New Hampshire
$1.38M -$86.9K -400 -6%
UAS
1654
United Asset Strategies
New York
$1.38M +$6.95K +32 +0.5%
EWM
1655
Endurance Wealth Management
Rhode Island
$1.38M
FMLI
1656
Fukoku Mutual Life Insurance
Japan
$1.38M +$191K +880 +17%
CWM
1657
Calamos Wealth Management
Illinois
$1.38M +$182K +837 +16%
HCIA
1658
Hochman Cole Investment Advisors
Illinois
$1.37M -$236K -1,085 -15%
PTC
1659
Provident Trust Company
Wisconsin
$1.36M
VCM
1660
Vision Capital Management
Oregon
$1.36M +$174K +800 +15%
HIC
1661
Holderness Investments Company
North Carolina
$1.36M +$18.5K +85 +1%
LWM
1662
Lyell Wealth Management
California
$1.35M
SG
1663
StoneX Group
New York
$1.35M +$85.8K +395 +7%
UCMOK
1664
United Capital Management of KS
Kansas
$1.35M +$225K +1,036 +21%
PCS
1665
Personal CFO Solutions
New Jersey
$1.35M +$1.3M +5,971 New
AWA
1666
Arkadios Wealth Advisors
Georgia
$1.35M +$1.3M +5,966 New
BG
1667
Berry Group
Massachusetts
$1.35M +$1.29M +5,957 New
ACS
1668
Archford Capital Strategies
Illinois
$1.34M +$50.4K +232 +4%
FWM
1669
Fairhaven Wealth Management
Illinois
$1.34M -$9.12K -42 -0.7%
ICM
1670
Islay Capital Management
Texas
$1.34M +$1.28M +5,917 New
PAS
1671
Partnervest Advisory Services
California
$1.34M -$122K -560 -9%
HFG
1672
Heron Financial Group
New York
$1.34M +$1.28M +5,879 New
HDIM
1673
Hanson & Doremus Investment Management
Vermont
$1.33M +$169K +779 +15%
OPA
1674
Old Port Advisors
Maine
$1.32M +$129K +593 +11%
CB
1675
Community Bank
New York
$1.32M -$117K -539 -8%

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.