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

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
NC
2076
Noked Capital
Israel
$405K -$62.1K -300 -14%
NI
2077
Noked Israel
Israel
$405K -$62.1K -300 -14%
PAM
2078
Palisade Asset Management
Minnesota
$405K
NCM
2079
Northwest Capital Management
Oregon
$404K -$9.52K -46 -2%
SEIA
2080
Signature Estate & Investment Advisors
California
$401K -$14.5K -70 -4%
BA
2081
Ballew Advisors
Mississippi
$400K
SIC
2082
Shoker Investment Counsel
Ohio
$399K
BCA
2083
Biltmore Capital Advisors
New Jersey
$399K +$387K +1,870 New
GCC
2084
Guardian Capital (Canada)
Ontario, Canada
$396K -$603K -2,916 -61%
AIC
2085
Archer Investment Corporation
Indiana
$395K
TSS
2086
Two Sigma Securities
New York
$394K -$1.65M -7,994 -81%
VCM
2087
Virtue Capital Management
Tennessee
$394K -$123K -593 -24%
KLWA
2088
Kelly Lawrence W & Associates
California
$394K
BWFA
2089
Baltimore-Washington Financial Advisors
Maryland
$392K
RWA
2090
Redhawk Wealth Advisors
Minnesota
$391K +$6.21K +30 +2%
ACM
2091
AUA Capital Management
Pennsylvania
$389K
BWP
2092
Bernardo Wealth Planning
Pennsylvania
$389K
VFP
2093
Verus Financial Partners
Virginia
$389K +$20.7K +100 +6%
TF
2094
TimeScale Financial
Massachusetts
$388K -$14.9K -72 -4%
RWMH
2095
Riverpoint Wealth Management Holdings
Illinois
$387K
MCWS
2096
McKinley Carter Wealth Services
West Virginia
$386K -$10.3K -50 -3%
DPI
2097
Diversified Portfolios Inc
Michigan
$386K
LCM
2098
Leisure Capital Management
California
$385K -$207K -1,000 -36%
HBT
2099
Hills Bank & Trust
Iowa
$385K
IWS
2100
Insight Wealth Strategies
California
$382K

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.