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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
RHAM
2026
Round Hill Asset Management
California
$691K -$5.43K -25 -0.8%
FBT
2027
First Bankers Trust
Kentucky
$688K -$239K -1,100 -27%
ABTD
2028
Arvest Bank Trust Division
Oklahoma
$686K +$15.6K +72 +2%
LB
2029
Legacy Bridge
Iowa
$686K +$98.2K +452 +18%
GLA
2030
Good Life Advisors
Pennsylvania
$685K -$35.6K -164 -5%
HAG
2031
HighPoint Advisor Group
Illinois
$685K
PGA
2032
Portland Global Advisors
Maine
$685K
PIA
2033
Pinion Investment Advisors
Kansas
$683K
TCM
2034
Towercrest Capital Management
Pennsylvania
$683K +$655K +3,015 New
PCTC
2035
Perkins Coie Trust Company
Washington
$680K -$274K -1,260 -30%
BSG
2036
Black Swift Group
Colorado
$680K
BAM
2037
Blueshift Asset Management
New Jersey
$680K +$646K +2,974 New
BWM
2038
Brickley Wealth Management
California
$679K
KIC
2039
Keating Investment Counselors
Florida
$676K
AIC
2040
Archer Investment Corporation
Indiana
$674K +$222K +1,023 +52%
MMG
2041
Monetary Management Group
Missouri
$670K
AssetMark Inc
2042
AssetMark Inc
California
$670K +$95.3K +439 +17%
CCM
2043
Colorado Capital Management
Colorado
$661K -$21.7K -100 -3%
BHBT
2044
Burke & Herbert Bank & Trust
Virginia
$659K +$21.5K +99 +4%
RPSA
2045
Richard P. Slaughter Associates
Texas
$658K +$631K +2,906 New
LBC
2046
Lawrence B. Cohen
$657K
SSA
2047
South Street Advisors
New York
$655K
FCM
2048
Fairbanks Capital Management
California
$654K -$24.1K -111 -4%
JMFC
2049
J.M. Forbes & Co
Massachusetts
$652K -$2.17K -10 -0.3%
WB
2050
West Bancorporation
Iowa
$652K +$625K +2,879 New

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.