We are live on ! Find out more
BRK.B icon

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
FIM
2051
Fernwood Investment Management
Massachusetts
$651K -$77.3K -356 -11%
CPA
2052
Capital Planning Advisors
California
$651K +$21.9K +101 +4%
PIM
2053
Progressive Investment Management
Oregon
$651K +$91.4K +421 +17%
JF
2054
JSF Financial
California
$650K -$47.8K -220 -7%
IC
2055
Investment Counsel
Michigan
$650K
GAM
2056
Grandview Asset Management
Pennsylvania
$650K +$162K +745 +35%
WAM
2057
Winslow Asset Management
Ohio
$645K
CMP
2058
Courage Miller Partners
Virginia
$642K
OAJ
2059
Ogorek Anthony Joseph
New York
$641K -$15.6K -72 -2%
RWM
2060
RBA Wealth Management
California
$638K -$10.6K -49 -2%
I
2061
INVST
Indiana
$631K -$8.9K -41 -1%
TLP
2062
Trinity Legacy Partners
Texas
$631K +$3.69K +17 +0.6%
DWM
2063
Darwin Wealth Management
Florida
$631K +$7.38K +34 +1%
CG
2064
CFO4Life Group
Texas
$630K -$31.3K -144 -5%
OAM
2065
Oak Asset Management
California
$628K
AF
2066
Apexium Financial
Texas
$626K +$600K +2,765 New
CC
2067
Colrain Capital
Massachusetts
$623K
HFA
2068
HC Financial Advisors
California
$623K
JIP
2069
JBJ Investment Partners
South Carolina
$621K
PPSG
2070
Princeton Portfolio Strategies Group
New Jersey
$621K
GAM
2071
GQ Asset Management
New York
$620K +$162K +745 +37%
WA
2072
Wheatland Advisors
Pennsylvania
$619K -$10.9K -50 -2%
PA
2073
PFG Advisors
Arizona
$619K +$3.91K +18 +0.7%
CIA
2074
CSat Investment Advisory
Michigan
$618K +$88.6K +408 +18%
HP
2075
Hikari Power
Japan
$612K

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.