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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
CCC
2276
Chelsea Counsel Company
California
$396K -$109K -500 -22%
MSWMA
2277
Market Street Wealth Management Advisors
Indiana
$393K
TWP
2278
Tempus Wealth Planning
California
$392K +$376K +1,730 New
BFM
2279
Boothbay Fund Management
New York
$391K -$787K -3,622 -68%
JWBC
2280
John W. Bristol & Co
New York
$391K
W
2281
WealthStone
Ohio
$390K -$165K -762 -31%
TF
2282
TimeScale Financial
Massachusetts
$389K
BFG
2283
Barber Financial Group
Kansas
$389K +$36K +166 +11%
EVC
2284
Eidelman Virant Capital
Missouri
$389K
HCA
2285
Harbour Capital Advisors
Virginia
$386K -$32.6K -150 -8%
MFT
2286
Moisand Fitzgerald Tamayo
Florida
$382K
SRC
2287
Sage Rhino Capital
California
$382K +$6.08K +28 +2%
CP
2288
Cumberland Partners
Ontario, Canada
$381K
AWM
2289
Aprio Wealth Management
Georgia
$380K +$365K +1,679 New
CIA
2290
Cascade Investment Advisors
Oregon
$377K -$68.4K -315 -16%
MCG
2291
McCollum Christoferson Group
New York
$376K
PA
2292
PSI Advisors
Florida
$376K +$361K +1,661 New
RP
2293
Riverbridge Partners
Minnesota
$373K
VST
2294
Van Strum & Towne
California
$373K
CC
2295
Callan Capital
California
$371K +$356K +1,640 New
CBN
2296
Cadence Bank NA
Texas
$370K -$54.3K -250 -13%
SPP
2297
Single Point Partners
Massachusetts
$367K +$355K +1,635 New
MAM
2298
Marotta Asset Management
Virginia
$367K +$356K +1,641 New
TF
2299
Trek Financial
Arizona
$366K
TBNY
2300
Trustco Bank (New York)
New York
$366K

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.