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
ACM
2101
AUA Capital Management
Pennsylvania
$366K – – –
RWMH
2102
Riverpoint Wealth Management Holdings
Illinois
$365K -$92.4K -458 -20%
9WM
2103
9258 Wealth Management
Ohio
$364K – – –
DPI
2104
Diversified Portfolios Inc
Michigan
$363K +$52.5K +260 +17%
HBT
2105
Hills Bank & Trust
Iowa
$363K +$66.8K +331 +22%
DLCIG
2106
D.L. Carlson Investment Group
New Hampshire
$362K -$12.1K -60 -3%
RWA
2107
Redhawk Wealth Advisors
Minnesota
$362K – – –
BWM
2108
BigSur Wealth Management
Florida
$361K +$363K +1,796 New
IWS
2109
Insight Wealth Strategies
California
$360K +$2.62K +13 +0.7%
MFT
2110
Moisand Fitzgerald Tamayo
Florida
$358K – – –
CWM
2111
Cahaba Wealth Management
Georgia
$357K -$4.24K -21 -1%
SAS
2112
Stelac Advisory Services
New York
$355K – – –
CCP
2113
Clarkston Capital Partners
Michigan
$354K – – –
State Farm Mutual Automobile Insurance
2114
State Farm Mutual Automobile Insurance
Illinois
$354K – – –
TF
2115
Trek Financial
Arizona
$354K +$20.2K +100 +6%
CC
2116
Colrain Capital
Massachusetts
$352K – – –
MCIA
2117
Mountain Capital Investment Advisors
Colorado
$351K -$4.64K -23 -1%
MSWMA
2118
Market Street Wealth Management Advisors
Indiana
$349K – – –
VFP
2119
Verus Financial Partners
Virginia
$347K -$13.1K -65 -4%
JWBC
2120
John W. Bristol & Co
New York
$347K – – –
PPW
2121
Pasadena Private Wealth
California
$345K +$346K +1,716 New
VIM
2122
Vista Investment Management
Pennsylvania
$344K +$13.7K +68 +4%
BCA
2123
Bray Capital Advisors
Florida
$344K +$15.3K +76 +5%
HIM
2124
Hanlon Investment Management
New Jersey
$341K +$343K +1,698 New
JIM
2125
Jupiter Investment Management
United Kingdom
$341K +$343K +1,700 New
83 84
85
86 87

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.