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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
ITIM
1951
Indiana Trust & Investment Management
Indiana
$785K +$3.69K +17 +0.5%
BWM
1952
Baystate Wealth Management
Massachusetts
$784K +$42.6K +196 +6%
S
1953
Surevest
California
$784K +$197K +908 +36%
SA
1954
Sunesis Advisors
Kansas
$783K
ACM
1955
Ategra Capital Management
Virginia
$781K -$143K -657 -16%
AAM
1956
American Asset Management
Florida
$779K -$13.2K -61 -2%
BWA
1957
Beam Wealth Advisors
Louisiana
$778K +$746K +3,433 New
MPCG
1958
Matrix Private Capital Group
New York
$778K +$746K +3,433 New
CCM
1959
Cribstone Capital Management
Maine
$775K -$2.22M -10,221 -75%
ALAM
1960
Asahi Life Asset Management
Japan
$775K +$17.4K +80 +2%
SCP
1961
Silverleafe Capital Partners
Tennessee
$775K +$426K +1,960 +134%
QI
1962
Qtron Investments
Massachusetts
$773K
ODG
1963
O'Dell Group
Ohio
$773K +$190K +877 +35%
MW
1964
Marcum Wealth
Ohio
$773K +$741K +3,414 New
WFM
1965
Wolff Financial Management
Michigan
$769K
AC
1966
Aristides Capital
Kentucky
$769K +$737K +3,394 New
PPP
1967
Private Portfolio Partners
New Jersey
$768K +$13.7K +63 +2%
HFA
1968
High Falls Advisors
New York
$766K -$40.8K -188 -5%
LFA
1969
Legend Financial Advisors
Pennsylvania
$766K -$40.4K -186 -5%
GAM
1970
Gould Asset Management
California
$766K -$21.7K -100 -3%
CP
1971
Camelot Portfolios
Ohio
$766K +$18K +83 +3%
HFRG
1972
Houlihan Financial Resource Group
Virginia
$766K +$734K +3,382 New
ZB
1973
Zions Bancorporation
Utah
$764K -$179K -823 -20%
AWE
1974
Avidian Wealth Enterprises
Texas
$764K +$29.5K +136 +4%
ANB
1975
Amarillo National Bank
Texas
$763K -$27.1K -125 -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.