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

Berkshire Hathaway Class B
BRK.B

2,419 hedge funds and large institutions have $184B invested in Berkshire Hathaway Class B in 2019 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 1,024 increasing their positions, 919 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 81

35% more call options, than puts

Call options by funds: $2.68B | Put options by funds: $1.98B

11% more repeat investments, than reductions

Existing positions increased: 1,024 | Existing positions reduced: 919

1% more funds holding

Funds holding: 2,397 → 2,419 (+22)

0.5% less ownership

Funds ownership: 67.38% → 66.88% (-0.5%)

2% less capital invested

Capital invested by funds: $187B → $184B (-$3B)

16% less funds holding in top 10

Funds holding in top 10: 540 → 451 (-89)

Holders
2,419
Holders Change
+22
Holders Change %
+0.92%
% of All Funds
52.36%
Holding in Top 10
451
Holding in Top 10 Change
-89
Holding in Top 10 Change %
-16.48%
% of All Funds
9.76%
New
136
Increased
1,024
Reduced
919
Closed
81
Calls
$2.68B
Puts
$1.98B
Net Calls
+$695M
Net Calls Change
-$982M

Top Buyers

1
SAM
SP Asset Management
California
+$548M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$462M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$428M
4
Legal & General Group
Legal & General Group
United Kingdom
+$305M
5
Renaissance Technologies
Renaissance Technologies
New York
+$270M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.01B
2
Capital International Investors
Capital International Investors
California
-$406M
3
Canada Life
Canada Life
Manitoba, Canada
-$359M
4
Asset Management One
Asset Management One
Japan
-$297M
5
CS
Credit Suisse
Switzerland
-$182M
Name Holding Trade Value Shares
Change 		Change in
Stake
FBT
2076
First Bank & Trust
South Dakota
$396K -$44.8K -222 -10%
XWM
2077
Xcel Wealth Management
Florida
$394K +$3.43K +17 +0.9%
EB
2078
Eastern Bank
Massachusetts
$392K -$33.5K -166 -8%
SEIA
2079
Signature Estate & Investment Advisors
California
$391K +$2.42K +12 +0.6%
NCM
2080
Northwest Capital Management
Oregon
$390K +$6.06K +30 +2%
UWM
2081
USAdvisors Wealth Management
Minnesota
$390K +$54.5K +270 +16%
CBN
2082
Cadence Bank NA
Texas
$388K -$10.7K -53 -3%
LSA
2083
L & S Advisors
California
$388K +$20.2K +100 +5%
AM
2084
Atwater Malick
Pennsylvania
$386K – – –
PAM
2085
Palisade Asset Management
Minnesota
$382K – – –
TF
2086
TimeScale Financial
Massachusetts
$380K -$26.2K -130 -6%
TA
2087
Trellis Advisors
Washington
$380K – – –
TA
2088
TCG Advisors
Texas
$379K +$73.3K +363 +24%
OFG
2089
Omega Financial Group
California
$377K -$2.22K -11 -0.6%
SIC
2090
Shoker Investment Counsel
Ohio
$376K – – –
MCWS
2091
McKinley Carter Wealth Services
West Virginia
$374K +$26.2K +130 +8%
HCA
2092
Harbour Capital Advisors
Virginia
$373K -$25.2K -125 -6%
OWA
2093
One Wealth Advisors
California
$372K +$202 +1 +0.1%
AIC
2094
Archer Investment Corporation
Indiana
$372K +$20.2K +100 +6%
KLWA
2095
Kelly Lawrence W & Associates
California
$371K – – –
RCM
2096
RNC Capital Management
California
$371K +$86.6K +429 +30%
MNBTD
2097
Moody National Bank Trust Division
Texas
$370K -$6.26K -31 -2%
BWFA
2098
Baltimore-Washington Financial Advisors
Maryland
$369K – – –
SFP
2099
Shepherd Financial Partners
Massachusetts
$367K -$182K -902 -33%
BWP
2100
Bernardo Wealth Planning
Pennsylvania
$367K – – –
82 83
84
85 86

BRK.B Hedge Fund Activity: Q1 2019 in Review

2,419 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q1 2019, worth a combined $184B — down 1.6% from $187B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new BRK.B positions and 81 closed out — a net gain of 55 holders — while 1,024 added to existing stakes and 919 trimmed.

The largest buyer was SP Asset Management, adding an estimated $548M. The largest seller was Gates Foundation Trust, cutting an estimated $1.01B.

  • 2,419 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q1 2019, up from 2,397 in Q4 2018.
  • Funds reported $184B of Berkshire Hathaway Class B stock for Q1 2019, down 1.6% quarter-over-quarter.
  • 136 funds opened new Berkshire Hathaway Class B positions in Q1 2019 and 81 closed out, a net change of +55 holders.
  • The largest Berkshire Hathaway Class B buyer in Q1 2019 was SP Asset Management, an estimated $548M added.
  • The largest Berkshire Hathaway Class B seller in Q1 2019 was Gates Foundation Trust, an estimated $1.01B sold.

Based on aggregated 13F filings for Q1 2019.