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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
WC
2201
Weil Company
California
$475K
CIAS
2202
CBIZ Investment Advisory Services
Ohio
$473K
FA
2203
FC Advisory
Pennsylvania
$473K
FIG
2204
FundX Investment Group
California
$473K +$453K +2,088 New
VCM
2205
Vigilant Capital Management
Maine
$472K +$2.17K +10 +0.5%
NFP
2206
Narus Financial Partners
Utah
$471K +$452K +2,081 New
SIS
2207
Sound Income Strategies
Florida
$471K -$48.9K -225 -10%
CWM
2208
Connecticut Wealth Management
Connecticut
$471K +$103K +476 +30%
CCM
2209
CWH Capital Management
Washington
$468K
LIM
2210
Lagoda Investment Management
New York
$468K
MTC
2211
McDaniel Terry & Co
Texas
$466K
HBT
2212
Hills Bank & Trust
Iowa
$463K
BWFA
2213
Baltimore-Washington Financial Advisors
Maryland
$462K +$43.4K +200 +11%
RWM
2214
Reston Wealth Management
Virginia
$461K -$154K -710 -26%
AIS
2215
Accurate Investment Solutions
Pennsylvania
$461K
BWM
2216
BigSur Wealth Management
Florida
$459K
AIA
2217
Armor Investment Advisors
North Carolina
$459K +$440K +2,025 New
APW
2218
Austin Private Wealth
Texas
$459K +$440K +2,028 New
BP
2219
Broadleaf Partners
Ohio
$458K -$4.78K -22 -1%
DRD
2220
Dennis R. Delaney
$457K -$13K -60 -3%
SI
2221
SimpliFi Inc
California
$457K
LCM
2222
Leisure Capital Management
California
$455K +$6.08K +28 +1%
VIM
2223
Vista Investment Management
Pennsylvania
$455K +$16.7K +77 +4%
CCA
2224
Column Capital Advisors
Indiana
$455K +$437K +2,010 New
GCMG
2225
Gyroscope Capital Management Group
Florida
$453K -$98.8K -455 -19%

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.