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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
WCA
2201
Westover Capital Advisors
Delaware
$288K +$412 +2 +0.1%
PA
2202
Probity Advisors
Texas
$287K
MWM
2203
Mascoma Wealth Management
New Hampshire
$286K -$375K -1,821 -57%
HCM
2204
HM Capital Management
Missouri
$286K +$15.7K +76 +6%
HI
2205
Human Investing
Oregon
$285K
MMM
2206
Mendel Money Management
Illinois
$285K
ST
2207
Sageworth Trust
Pennsylvania
$284K
PFGIA
2208
Patriot Financial Group Insurance Agency
Massachusetts
$283K +$20.4K +99 +8%
CWM
2209
Centric Wealth Management
Illinois
$282K -$18.7K -91 -6%
KM
2210
Kalos Management
Georgia
$282K -$8.24K -40 -3%
HFS
2211
Howard Financial Services
Texas
$282K
MFG
2212
Monte Financial Group
Connecticut
$282K +$7.83K +38 +3%
SFP
2213
Shepherd Financial Partners
Massachusetts
$280K -$76.6K -372 -22%
GEA
2214
Glen Eagle Advisors
New Jersey
$279K +$19.6K +95 +8%
MWPCG
2215
Measured Wealth Private Client Group
New Hampshire
$279K -$301K -1,463 -52%
WFWM
2216
Wechter Feldman Wealth Management
New Jersey
$278K
FA
2217
Financial Advisors
Massachusetts
$276K -$41K -199 -13%
ACM
2218
AlphaStar Capital Management
North Carolina
$276K -$12.2K -59 -4%
FBC
2219
Fairfield, Bush & Co
Connecticut
$276K
TCPWM
2220
Traverso Chambers Private Wealth Management
California
$276K
CWM
2221
Capital Wealth Management
Rhode Island
$275K
FMP
2222
Financial Management Professionals
Texas
$275K +$35K +170 +15%
BW
2223
Biegel & Waller
Maryland
$274K +$21.2K +103 +8%
CWM
2224
Campbell Wealth Management
Virginia
$274K +$271K +1,316 New
CWM
2225
Concentrum Wealth Management
California
$273K -$124K -600 -31%

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.