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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
AIM
2026
Advantage Investment Management
Iowa
$451K
CWM
2027
Connecticut Wealth Management
Connecticut
$450K +$437K +2,111 New
FA
2028
FC Advisory
Pennsylvania
$448K +$12K +58 +3%
WC
2029
Weil Company
California
$447K +$8.28K +40 +2%
RP
2030
Rowlandmiller & Partners
Georgia
$446K +$10.3K +50 +2%
DLHL
2031
Donald L. Hagan LLC
Florida
$446K
CAN
2032
Claraphi Advisory Network
United States
$446K +$103K +500 +31%
CP
2033
Cumberland Partners
Ontario, Canada
$444K -$68.5K -331 -14%
DRD
2034
Dennis R. Delaney
$443K -$2.07K -10 -0.5%
CG
2035
CFO4Life Group
Texas
$442K -$59.4K -287 -12%
FBT
2036
First Bank & Trust
South Dakota
$442K +$21.1K +102 +5%
CCM
2037
CWH Capital Management
Washington
$441K +$621 +3 +0.1%
CIA
2038
CSat Investment Advisory
Michigan
$441K +$427K +2,063 +68,767%
UBV
2039
United Bank (Virginia)
Virginia
$440K -$65.6K -317 -13%
LIM
2040
Lagoda Investment Management
New York
$440K
SFWC
2041
Strategic Family Wealth Counselors
New Jersey
$439K
KMWM
2042
Keudell/Morrison Wealth Management
Oregon
$437K
HR
2043
Hayden Royal
North Carolina
$436K +$621 +3 +0.1%
LWA
2044
Lenox Wealth Advisors
New York
$436K +$150K +726 +55%
FTC
2045
Farmers Trust Company
Ohio
$435K -$39.7K -192 -9%
BP
2046
Broadleaf Partners
Ohio
$435K -$10.3K -50 -2%
BWM
2047
BigSur Wealth Management
Florida
$435K +$47.6K +230 +13%
AIS
2048
Accurate Investment Solutions
Pennsylvania
$434K +$2.9K +14 +0.7%
MC
2049
Miramar Capital
Illinois
$432K -$27.9K -135 -6%
AAM
2050
Augustine Asset Management
Florida
$432K -$6.83K -33 -2%

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.