We are live on ! Find out more
BRK.B icon

Berkshire Hathaway Class B

2,420 hedge funds and large institutions have $196B invested in Berkshire Hathaway Class B in 2019 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 988 increasing their positions, 946 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 69

23% more call options, than puts

Call options by funds: $2.92B | Put options by funds: $2.37B

7% more capital invested

Capital invested by funds: $184B → $196B (+$12B)

3% more funds holding in top 10

Funds holding in top 10: 451463 (+12)

4% more repeat investments, than reductions

Existing positions increased: 988 | Existing positions reduced: 946

0.38% more ownership

Funds ownership: 66.88%67.26% (+0.38%)

0% more funds holding

Funds holding: 2,4192,420 (+1)

Holders
2,420
Holders Change
+1
Holders Change %
+0.04%
% of All Funds
52.56%
Holding in Top 10
463
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+2.66%
% of All Funds
10.06%
New
95
Increased
988
Reduced
946
Closed
69
Calls
$2.92B
Puts
$2.37B
Net Calls
+$554M
Net Calls Change
-$142M
Name Holding Trade Value Shares
Change
Change in
Stake
DA
2301
Dillon & Associates
Michigan
$212K
GWMIA
2302
Global Wealth Management Investment Advisory
Florida
$210K
LWS
2303
Lucia Wealth Services
California
$208K -$6.21K -30 -3%
CA
2304
Centerpoint Advisors
Massachusetts
$207K -$38.3K -185 -16%
WOC
2305
West Oak Capital
California
$204K
RFO
2306
RiverGlades Family Offices
Florida
$204K +$198K +955 New
HWM
2307
Highwater Wealth Management
Colorado
$204K +$198K +957 New
PW
2308
Peninsula Wealth
California
$204K +$198K +957 New
DW
2309
Domani Wealth
Pennsylvania
$203K -$31K -150 -14%
BC
2310
Brio Consultants
California
$203K -$20.7K -100 -10%
PG
2311
Proffitt & Goodson
Tennessee
$203K
RF
2312
RHS Financial
California
$203K +$197K +950 New
FWC
2313
First Washington Corp
Washington
$202K
ME
2314
McIlrath & Eck
Washington
$200K
SJIM
2315
St. Johns Investment Management
Florida
$196K -$1.03K -5 -0.5%
EARNEST Partners
2316
EARNEST Partners
Georgia
$194K +$4.76K +23 +3%
SFG
2317
SevenBridge Financial Group
Pennsylvania
$190K
SAS
2318
Stelac Advisory Services
New York
$187K -$178K -862 -44%
FGAM
2319
Financial Gravity Asset Management
Texas
$186K +$117K +567 +185%
BCP
2320
Blue Chip Partners
Michigan
$177K -$369K -1,783 -68%
OSNBOA
2321
Old Second National Bank of Aurora
Illinois
$177K -$10.3K -50 -6%
CFG
2322
CKW Financial Group
Hawaii
$171K
LD
2323
Lipe & Dalton
New York
$171K
RWG
2324
Regal Wealth Group
California
$171K +$4.14K +20 +3%
HH
2325
HWG Holdings
Texas
$165K +$160K +774 New

BRK.B Hedge Fund Activity: Q2 2019 in Review

2,420 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q2 2019, worth a combined $196B — up 6.6% from $184B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new BRK.B positions and 69 closed out — a net gain of 26 holders — while 988 added to existing stakes and 946 trimmed.

The largest buyer was Nuveen, adding an estimated $2.01B. The largest seller was Capital Research Global Investors, cutting an estimated $1.31B.

  • 2,420 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q2 2019, up from 2,419 in Q1 2019.
  • Funds reported $196B of Berkshire Hathaway Class B stock for Q2 2019, up 6.6% quarter-over-quarter.
  • 95 funds opened new Berkshire Hathaway Class B positions in Q2 2019 and 69 closed out, a net change of +26 holders.
  • The largest Berkshire Hathaway Class B buyer in Q2 2019 was Nuveen, an estimated $2.01B added.
  • The largest Berkshire Hathaway Class B seller in Q2 2019 was Capital Research Global Investors, an estimated $1.31B sold.

Based on aggregated 13F filings for Q2 2019.