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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
IF
2101
Insight Folios
North Carolina
$588K +$564K +2,595 New
AWM
2102
Aries Wealth Management
Maine
$584K
LC
2103
Landaas & Company
Wisconsin
$584K
FIA
2104
Foundations Investment Advisors
Arizona
$581K -$250K -1,152 -31%
GSWM
2105
Golden State Wealth Management
California
$580K -$198K -911 -26%
TIM
2106
Total Investment Management
Arizona
$580K -$105K -484 -16%
BMC
2107
Beaton Management Company
Massachusetts
$580K
CAL
2108
Capital Analysts LLC
Pennsylvania
$576K -$333K -1,535 -38%
CA
2109
Claro Advisors
Massachusetts
$576K +$66K +304 +14%
TCM
2110
Tandem Capital Management
New Jersey
$576K +$553K +2,545 New
AHB
2111
Abner Herrman & Brock
New Jersey
$575K -$93.2K -429 -14%
IAP
2112
Indie Asset Partners
Indiana
$573K +$549K +2,529 New
APSP
2113
Asset Planning Services (Pennsylvania)
Pennsylvania
$572K
W
2114
WealthOne
New York
$572K
OA
2115
Oxbow Advisors
Texas
$572K +$22.8K +105 +4%
HHGA
2116
Halbert Hargrove Global Advisors
California
$571K -$33K -152 -6%
JWM
2117
JGP Wealth Management
Oregon
$570K -$3.26K -15 -0.6%
BWAM
2118
Boyd Watterson Asset Management
Ohio
$570K +$26.1K +120 +5%
KFI
2119
Key Financial Inc
Pennsylvania
$569K +$545K +2,510 New
IWA
2120
Intercontinental Wealth Advisors
Texas
$568K -$174K -801 -24%
FPGK
2121
Financial Partners Group (Kansas)
Kansas
$568K +$20.2K +93 +4%
CWP
2122
CFM Wealth Partners
Texas
$567K +$536K +2,469 New
SNT
2123
Security National Trust
West Virginia
$566K +$45.6K +210 +9%
SWM
2124
Sugarloaf Wealth Management
Georgia
$566K +$543K +2,500 New
FVWA
2125
Foster Victor Wealth Advisors
South Carolina
$565K -$3.04K -14 -0.6%

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.