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Berkshire Hathaway Class 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: 2,3972,419 (+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: 540451 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
EFL
2176
ERn Financial LLC
Wisconsin
$304K +$22.8K +113 +8%
BMM
2177
Berkshire Money Management
Massachusetts
$302K +$18.2K +90 +6%
IWA
2178
Independence Wealth Advisors
Virginia
$301K -$30.3K -150 -9%
SSI
2179
Scott & Selber Inc
Texas
$301K
VWA
2180
VERITY Wealth Advisors
United States
$301K
1IA
2181
1834 Investment Advisors
Wisconsin
$301K +$20.2K +100 +7%
CWM
2182
Centric Wealth Management
Illinois
$300K -$497K -2,461 -62%
CA
2183
Continuum Advisory
Idaho
$299K -$1.08M -5,361 -79%
RSS
2184
Rosenblum Silverman Sutton
California
$298K +$5.25K +26 +2%
HWA
2185
Heritage Way Advisors
Illinois
$296K -$41.6K -206 -12%
HI
2186
Human Investing
Oregon
$296K
SCP
2187
Silverleafe Capital Partners
Tennessee
$294K -$18.2K -90 -6%
NFG
2188
NewFocus Financial Group
Washington
$291K
G
2189
GenTrust
Florida
$290K
WCWM
2190
Willow Creek Wealth Management
California
$289K
AWA
2191
AmeriServ Wealth Advisors
Pennsylvania
$287K -$15.7K -78 -5%
RAM
2192
Riggs Asset Management
Pennsylvania
$286K -$101K -500 -26%
KM
2193
Kalos Management
Georgia
$286K -$28.3K -140 -9%
NG
2194
NatWest Group
United Kingdom
$283K -$74.3K -368 -21%
IF
2195
IRON Financial
Illinois
$283K +$284K +1,409 New
LFS
2196
Lutz Financial Services
Nebraska
$281K -$589K -2,917 -68%
CISOA
2197
Capital Investment Services of America
Wisconsin
$281K
SWAG
2198
Spectrum Wealth Advisory Group
California
$280K +$281K +1,393 New
MFW
2199
Meristem Family Wealth
Minnesota
$279K -$47.8K -237 -15%
PA
2200
Probity Advisors
Texas
$278K +$1.82K +9 +0.7%

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.