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Berkshire Hathaway Class B

2,417 hedge funds and large institutions have $195B invested in Berkshire Hathaway Class B in 2019 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 1,009 increasing their positions, 929 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 83

11% more call options, than puts

Call options by funds: $3.06B | Put options by funds: $2.77B

9% more repeat investments, than reductions

Existing positions increased: 1,009 | Existing positions reduced: 929

0.2% more ownership

Funds ownership: 67.26%67.45% (+0.2%)

0% less funds holding

Funds holding: 2,4202,417 (-3)

1% less capital invested

Capital invested by funds: $196B → $195B (-$1.2B)

5% less funds holding in top 10

Funds holding in top 10: 463440 (-23)

Holders
2,417
Holders Change
-3
Holders Change %
-0.12%
% of All Funds
53%
Holding in Top 10
440
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-4.97%
% of All Funds
9.65%
New
99
Increased
1,009
Reduced
929
Closed
83
Calls
$3.06B
Puts
$2.77B
Net Calls
+$294M
Net Calls Change
-$260M
Name Holding Trade Value Shares
Change
Change in
Stake
SNT
2026
Security National Trust
West Virginia
$476K -$1.03K -5 -0.2%
NED
2027
Nancy E. Dempze
$475K -$57.7K -280 -11%
SC
2028
SRB Corp
Massachusetts
$475K -$21.2K -103 -4%
BIA
2029
BHK Investment Advisors
Alabama
$475K
MNBTD
2030
Moody National Bank Trust Division
Texas
$473K +$67K +325 +17%
VCM
2031
Virtue Capital Management
Tennessee
$473K +$88.2K +428 +23%
CCC
2032
Chelsea Counsel Company
California
$468K
CA
2033
Claro Advisors
Massachusetts
$466K -$1.44K -7 -0.3%
LCAM
2034
London & Capital Asset Management
United Kingdom
$466K +$20.6K +100 +5%
AIP
2035
Almanack Investment Partners
Pennsylvania
$465K -$218K -1,057 -32%
MIM
2036
Marco Investment Management
Georgia
$465K +$11.3K +55 +3%
IA
2037
Independence Advisors
Pennsylvania
$465K +$461K +2,237 New
KMWM
2038
Keudell/Morrison Wealth Management
Oregon
$464K +$5.97K +29 +1%
BCM
2039
BTC Capital Management
Iowa
$459K
CFG
2040
CMC Financial Group
Georgia
$458K
HWA
2041
HHM Wealth Advisors
Tennessee
$457K +$453K +2,198 New
BRA
2042
Biechele Royce Advisors
Indiana
$456K
CWM
2043
CCG Wealth Management
California
$451K +$45.3K +220 +11%
DP
2044
Denver PWM
Colorado
$450K +$446K +2,163 New
GG
2045
Greenwood Gearhart
Arkansas
$448K
RB
2046
Rodgers Brothers
Pennsylvania
$448K
9WM
2047
9258 Wealth Management
Ohio
$446K
RCM
2048
Radnor Capital Management
Pennsylvania
$445K
BWP
2049
Bernardo Wealth Planning
Pennsylvania
$442K +$61.8K +300 +16%
WCAMG
2050
Woodard & Company Asset Management Group
North Carolina
$442K +$196K +950 +81%

BRK.B Hedge Fund Activity: Q3 2019 in Review

2,417 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q3 2019, worth a combined $195B — down 0.61% from $196B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new BRK.B positions and 83 closed out — a net gain of 16 holders — while 1,009 added to existing stakes and 929 trimmed.

The largest buyer was Gates Foundation Trust, adding an estimated $1.61B. The largest seller was Magellan Asset Management, cutting an estimated $988M.

  • 2,417 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q3 2019, down from 2,420 in Q2 2019.
  • Funds reported $195B of Berkshire Hathaway Class B stock for Q3 2019, down 0.61% quarter-over-quarter.
  • 99 funds opened new Berkshire Hathaway Class B positions in Q3 2019 and 83 closed out, a net change of +16 holders.
  • The largest Berkshire Hathaway Class B buyer in Q3 2019 was Gates Foundation Trust, an estimated $1.61B added.
  • The largest Berkshire Hathaway Class B seller in Q3 2019 was Magellan Asset Management, an estimated $988M sold.

Based on aggregated 13F filings for Q3 2019.