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Berkshire Hathaway Class B

2,417 hedge funds and large institutions have $195B invested in Berkshire Hathaway Class B in 2019 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 1,009 increasing their positions, 929 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 83

11% more call options, than puts

Call options by funds: $3.06B | Put options by funds: $2.77B

9% more repeat investments, than reductions

Existing positions increased: 1,009 | Existing positions reduced: 929

0.2% more ownership

Funds ownership: 67.26%67.45% (+0.2%)

0% less funds holding

Funds holding: 2,4202,417 (-3)

1% less capital invested

Capital invested by funds: $196B → $195B (-$1.2B)

5% less funds holding in top 10

Funds holding in top 10: 463440 (-23)

Holders
2,417
Holders Change
-3
Holders Change %
-0.12%
% of All Funds
53%
Holding in Top 10
440
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-4.97%
% of All Funds
9.65%
New
99
Increased
1,009
Reduced
929
Closed
83
Calls
$3.06B
Puts
$2.77B
Net Calls
+$294M
Net Calls Change
-$260M
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
2176
Independence Wealth Advisors
Virginia
$312K
SSI
2177
Scott & Selber Inc
Texas
$312K
VWA
2178
VERITY Wealth Advisors
United States
$312K
RI
2179
Rudd International
Florida
$311K -$159K -770 -34%
G
2180
GenTrust
Florida
$311K +$10.3K +50 +3%
CTA
2181
Chesley Taft & Associates
Illinois
$310K -$33K -160 -10%
HWA
2182
Heritage Way Advisors
Illinois
$307K
MCM
2183
Mainstay Capital Management
Michigan
$307K
OCM
2184
One Capital Management
California
$304K
SCP
2185
Silverleafe Capital Partners
Tennessee
$304K
CISOA
2186
Capital Investment Services of America
Wisconsin
$304K +$12.6K +61 +4%
DIM
2187
DC Investments Management
Virginia
$302K -$33.2K -161 -10%
HIIFS
2188
Harel Insurance Investments & Financial Services
Israel
$301K -$315K -1,530 -51%
NCM
2189
Narwhal Capital Management
Georgia
$300K -$16.5K -80 -5%
WA
2190
WESPAC Advisors
California
$299K -$2.57M -12,492 -90%
CCA
2191
Conservest Capital Advisors
Pennsylvania
$299K -$41.2K -200 -12%
WCWM
2192
Willow Creek Wealth Management
California
$299K
AWA
2193
AmeriServ Wealth Advisors
Pennsylvania
$297K
SBWM
2194
Sunflower Bank Wealth Management
Arizona
$297K +$21.4K +104 +8%
RAM
2195
Riggs Asset Management
Pennsylvania
$296K
RSS
2196
Rosenblum Silverman Sutton
California
$296K
TFO
2197
Tarbox Family Office
California
$296K
IC
2198
Inscription Capital
Texas
$293K +$291K +1,410 New
QCM
2199
Quantinno Capital Management
New York
$290K
UF
2200
Univest Financial
Pennsylvania
$289K -$42.9K -208 -13%

BRK.B Hedge Fund Activity: Q3 2019 in Review

2,417 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q3 2019, worth a combined $195B — down 0.61% from $196B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new BRK.B positions and 83 closed out — a net gain of 16 holders — while 1,009 added to existing stakes and 929 trimmed.

The largest buyer was Gates Foundation Trust, adding an estimated $1.61B. The largest seller was Magellan Asset Management, cutting an estimated $988M.

  • 2,417 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q3 2019, down from 2,420 in Q2 2019.
  • Funds reported $195B of Berkshire Hathaway Class B stock for Q3 2019, down 0.61% quarter-over-quarter.
  • 99 funds opened new Berkshire Hathaway Class B positions in Q3 2019 and 83 closed out, a net change of +16 holders.
  • The largest Berkshire Hathaway Class B buyer in Q3 2019 was Gates Foundation Trust, an estimated $1.61B added.
  • The largest Berkshire Hathaway Class B seller in Q3 2019 was Magellan Asset Management, an estimated $988M sold.

Based on aggregated 13F filings for Q3 2019.