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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
WA
1826
Wambolt & Associates
Colorado
$996K +$56K +258 +6%
PP
1827
PagnatoKarp Partners
Virginia
$992K +$21.7K +100 +2%
PFA
1828
Pettinga Financial Advisors
Indiana
$985K -$10.9K -50 -1%
PM
1829
Penbrook Management
New York
$985K -$6.51K -30 -0.7%
VCM
1830
Versant Capital Management
Arizona
$984K -$21.1K -97 -2%
CWM
1831
Circle Wealth Management
New Jersey
$981K +$236K +1,087 +34%
SA
1832
SL Advisors
New Jersey
$980K
PFA
1833
Pure Financial Advisors
California
$980K +$9.56K +44 +1%
FC
1834
Ferris Capital
Massachusetts
$979K +$38.2K +176 +4%
RWM
1835
Ritholtz Wealth Management
New York
$976K -$83K -382 -8%
SCG
1836
Sonata Capital Group
Washington
$976K
WCG
1837
Weaver Consulting Group
California
$974K -$30.4K -140 -3%
NEGWA
1838
New England Guild Wealth Advisors
Connecticut
$969K
CHC
1839
City Holding Co
West Virginia
$967K +$166K +765 +22%
DC
1840
DeDora Capital
California
$967K +$251K +1,157 +37%
WA
1841
Winfield Associates
Ohio
$966K -$65.4K -301 -7%
NI
1842
NFC Investments
Tennessee
$965K -$91.9K -423 -9%
HR
1843
Hayden Royal
North Carolina
$965K +$343K +1,578 +59%
KP
1844
Keel Point
Alabama
$963K +$5K +23 +0.5%
LCM
1845
LVM Capital Management
Michigan
$963K +$81.4K +375 +10%
BWP
1846
BSW Wealth Partners
Colorado
$961K +$921K +4,242 New
MSA
1847
Marino Stram & Associates
Massachusetts
$960K -$12.8K -59 -1%
KFP
1848
KMG Fiduciary Partners
Ohio
$959K -$521K -2,401 -36%
ICM
1849
IMS Capital Management
Oregon
$959K
NIC
1850
Northwest Investment Counselors
Oregon
$957K -$40K -184 -4%

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.