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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
LCM
2001
Liberty Capital Management
Michigan
$728K
WB
2002
Webster Bank
Connecticut
$726K
RA
2003
RFG Advisory
Alabama
$725K -$82.3K -379 -11%
AMG
2004
Advisors Management Group
Wisconsin
$725K
GGHC
2005
Gilder Gagnon Howe & Co
New York
$724K +$131K +604 +23%
UWM
2006
USAdvisors Wealth Management
Minnesota
$718K -$124K -571 -15%
GDP
2007
Great Diamond Partners
Maine
$718K +$689K +3,171 New
CSM
2008
CAMG Solamere Management
North Carolina
$717K
AF
2009
Affiance Financial
Minnesota
$716K -$10.9K -50 -2%
ONST
2010
Old North State Trust
North Carolina
$716K -$8.69K -40 -1%
NCM
2011
Noesis Capital Mangement
Florida
$715K +$685K +3,156 New
SLT
2012
St Louis Trust
Missouri
$713K
CC
2013
Claybrook Capital
Massachusetts
$708K
LF
2014
LifeSteps Financial
California
$707K +$678K +3,121 New
CGA
2015
Crescent Grove Advisors
Illinois
$706K -$53.6K -247 -7%
PWA
2016
Physician Wealth Advisors
Utah
$705K -$10.2K -47 -2%
TCM
2017
Tradewinds Capital Management
Washington
$703K +$11.3K +52 +2%
SAM
2018
Seelaus Asset Management
New Jersey
$699K +$72.1K +332 +12%
HSWM
2019
Hubbell Strickland Wealth Management
Louisiana
$696K -$869 -4 -0.1%
TAM
2020
Trillium Asset Management
Massachusetts
$695K -$4.13K -19 -0.6%
OSAM
2021
O'Shaughnessy Asset Management
Connecticut
$695K +$665K +3,062 +51,033%
DMC
2022
Drexel Morgan & Co
Pennsylvania
$694K
BONST
2023
Bank of Nova Scotia Trust
Ontario, Canada
$693K -$217 -1 -0%
OIWM
2024
OptiFour Integrated Wealth Management
Virginia
$692K -$29.3K -135 -4%
MPIA
2025
Mountain Pacific Investment Advisers
Idaho
$692K +$10.9K +50 +2%

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.