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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
EB
1976
Eastern Bank
Massachusetts
$760K
LWP
1977
Legacy Wealth Planning
Nevada
$760K +$728K +3,354 New
9WM
1978
9258 Wealth Management
Ohio
$759K +$262K +1,206 +56%
RPWA
1979
Regent Peak Wealth Advisors
Georgia
$756K +$726K +3,342 New
MF
1980
Magnetar Financial
Illinois
$755K
PC
1981
Permit Capital
Pennsylvania
$753K
ACM
1982
Advisors Capital Management
New Jersey
$753K +$167K +768 +30%
PIP
1983
Peachtree Investment Partners
Florida
$752K +$74.9K +345 +12%
RWMH
1984
Riverpoint Wealth Management Holdings
Illinois
$751K +$326K +1,500 +83%
3F
1985
360 Financial
Minnesota
$750K +$717K +3,301 New
SFS
1986
Strategic Financial Services
New York
$749K -$240K -1,107 -25%
GKWIM
1987
Gerber Kawasaki Wealth & Investment Management
California
$749K +$2.82K +13 +0.4%
IWA
1988
Inspirion Wealth Advisors
Illinois
$749K +$20.4K +94 +3%
KBG
1989
Kahn Brothers Group
New York
$747K
SIC
1990
Sigma Investment Counselors
Michigan
$747K +$49.5K +228 +7%
MWP
1991
Meridian Wealth Partners
Pennsylvania
$747K +$716K +3,295 New
BIA
1992
Bigelow Investment Advisors
Maine
$745K +$22.8K +105 +3%
SC
1993
Schoolcraft Capital
Colorado
$744K
VAG
1994
VisionPoint Advisory Group
Texas
$742K -$645K -2,968 -48%
BMM
1995
Buffington Mohr McNeal
Idaho
$742K
WAAG
1996
Wealth Alliance Advisory Group
Kansas
$741K -$6.3K -29 -0.9%
SAM
1997
S.A. Mason
Michigan
$741K +$711K +3,274 New
SFG
1998
Summit Financial Group
West Virginia
$739K -$38K -175 -5%
KTA
1999
Keeley-Teton Advisors
Illinois
$738K
PT
2000
Plimoth Trust
Massachusetts
$730K +$40.2K +185 +6%

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.