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Berkshire Hathaway Class B

2,420 hedge funds and large institutions have $196B invested in Berkshire Hathaway Class B in 2019 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 988 increasing their positions, 946 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 69

23% more call options, than puts

Call options by funds: $2.92B | Put options by funds: $2.37B

7% more capital invested

Capital invested by funds: $184B → $196B (+$12B)

3% more funds holding in top 10

Funds holding in top 10: 451463 (+12)

4% more repeat investments, than reductions

Existing positions increased: 988 | Existing positions reduced: 946

0.38% more ownership

Funds ownership: 66.88%67.26% (+0.38%)

0% more funds holding

Funds holding: 2,4192,420 (+1)

Holders
2,420
Holders Change
+1
Holders Change %
+0.04%
% of All Funds
52.56%
Holding in Top 10
463
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+2.66%
% of All Funds
10.06%
New
95
Increased
988
Reduced
946
Closed
69
Calls
$2.92B
Puts
$2.37B
Net Calls
+$554M
Net Calls Change
-$142M
Name Holding Trade Value Shares
Change
Change in
Stake
LFASL
2001
Lugano Financial Advisors SA (LFA)
Switzerland
$485K
RI
2002
Rudd International
Florida
$483K
OAMG
2003
Odey Asset Management Group
United Kingdom
$480K
CCC
2004
Chelsea Counsel Company
California
$479K
CA
2005
Claro Advisors
Massachusetts
$479K +$40.8K +197 +10%
RIA
2006
Regal Investment Advisors
Michigan
$478K +$7.24K +35 +2%
SAM
2007
Stansberry Asset Management
Texas
$478K +$194K +938 +72%
RCM
2008
RNC Capital Management
California
$477K +$80.3K +388 +21%
MTC
2009
McDaniel Terry & Co
Texas
$475K
SIS
2010
Sound Income Strategies
Florida
$475K +$3.73K +18 +0.8%
BHB
2011
Bank Hapoalim BM
Israel
$475K +$7.86K +38 +2%
FCFC
2012
First Commonwealth Financial Corp
Pennsylvania
$473K +$236K +1,140 +106%
BCM
2013
BTC Capital Management
Iowa
$471K +$41.4K +200 +10%
CFG
2014
CMC Financial Group
Georgia
$469K
BRA
2015
Biechele Royce Advisors
Indiana
$467K -$41K -198 -8%
MIM
2016
Marco Investment Management
Georgia
$465K +$41.4K +200 +10%
WG
2017
Winton Group
United Kingdom
$463K -$1.07M -5,178 -70%
F
2018
F3Logic
Minnesota
$463K +$40.6K +196 +10%
GG
2019
Greenwood Gearhart
Arkansas
$460K -$8.9K -43 -2%
RB
2020
Rodgers Brothers
Pennsylvania
$460K
9WM
2021
9258 Wealth Management
Ohio
$457K +$68.9K +333 +18%
LCAM
2022
London & Capital Asset Management
United Kingdom
$456K
RCM
2023
Radnor Capital Management
Pennsylvania
$456K
HCM
2024
Hilton Capital Management
New York
$453K -$290K -1,403 -40%
SMG
2025
Smart Money Group
Texas
$452K

BRK.B Hedge Fund Activity: Q2 2019 in Review

2,420 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q2 2019, worth a combined $196B — up 6.6% from $184B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new BRK.B positions and 69 closed out — a net gain of 26 holders — while 988 added to existing stakes and 946 trimmed.

The largest buyer was Nuveen, adding an estimated $2.01B. The largest seller was Capital Research Global Investors, cutting an estimated $1.31B.

  • 2,420 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q2 2019, up from 2,419 in Q1 2019.
  • Funds reported $196B of Berkshire Hathaway Class B stock for Q2 2019, up 6.6% quarter-over-quarter.
  • 95 funds opened new Berkshire Hathaway Class B positions in Q2 2019 and 69 closed out, a net change of +26 holders.
  • The largest Berkshire Hathaway Class B buyer in Q2 2019 was Nuveen, an estimated $2.01B added.
  • The largest Berkshire Hathaway Class B seller in Q2 2019 was Capital Research Global Investors, an estimated $1.31B sold.

Based on aggregated 13F filings for Q2 2019.