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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
FA
1751
Faithward Advisors
Pennsylvania
$1.14M -$273K -1,255 -20%
AIA
1752
Arbor Investment Advisors
North Carolina
$1.14M +$63.8K +294 +6%
OFW
1753
Omnia Family Wealth
Florida
$1.14M -$62.3K -287 -5%
EA
1754
Elm Advisors
California
$1.14M +$21.7K +100 +2%
AAP
1755
Arax Advisory Partners
Colorado
$1.14M +$35K +161 +3%
NAS
1756
Nicolet Advisory Services
Wisconsin
$1.13M -$362K -1,667 -25%
TI
1757
Tidal Investments
Wisconsin
$1.13M -$977K -4,500 -48%
RHBC
1758
R.H. Bluestein & Co
Michigan
$1.13M +$204K +938 +23%
NQWM
1759
Northwest Quadrant Wealth Management
Oregon
$1.13M
VWM
1760
Venturi Wealth Management
Texas
$1.13M +$81.4K +375 +8%
HAIM
1761
Hunter Associates Investment Management
Pennsylvania
$1.12M +$26.1K +120 +2%
TW
1762
TrinityPoint Wealth
Connecticut
$1.12M +$10.9K +50 +1%
EWA
1763
ERTS Wealth Advisors
Michigan
$1.12M -$21.1K -97 -2%
GC
1764
Gilbert & Cook
Iowa
$1.12M
SIM
1765
Sadoff Investment Management
Wisconsin
$1.11M +$10.9K +50 +1%
PWPS
1766
Pinnacle Wealth Planning Services
Ohio
$1.11M +$144K +662 +16%
HL
1767
HeadInvest LLC
Maine
$1.11M +$25K +115 +2%
GIP
1768
Greatmark Investment Partners
Georgia
$1.1M +$13.2K +61 +1%
CT
1769
Clearstead Trust
Maine
$1.1M +$13.2K +61 +1%
VCM
1770
Verde Capital Management
Michigan
$1.1M +$1.06M +4,861 New
RCA
1771
Rex Capital Advisors
Rhode Island
$1.1M
PP
1772
Patten & Patten
Tennessee
$1.09M +$136K +625 +15%
CIAS
1773
Capital Investment Advisory Services
North Carolina
$1.09M +$109K +500 +12%
TCOT
1774
Trust Company of Toledo
Ohio
$1.09M -$2.17K -10 -0.2%
BMC
1775
Benin Management Corp
Connecticut
$1.09M

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.