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

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
HB
2301
Horizon Bancorp
Indiana
$366K +$427K +1,965 New
CF
2302
Corrigan Financial
Rhode Island
$366K +$1.96K +9 +0.6%
CISOA
2303
Capital Investment Services of America
Wisconsin
$365K +$32.6K +150 +10%
GA
2304
Geller Advisors
New York
$364K -$82.5K -380 -19%
RCM
2305
RNC Capital Management
California
$364K -$13K -60 -4%
DLHL
2306
Donald L. Hagan LLC
Florida
$364K
BL
2307
Balentine LLC
Georgia
$361K +$239K +1,099 +223%
G
2308
GenTrust
Florida
$357K +$17.4K +80 +5%
JFGLC
2309
Johnson Financial Group LLC (Colorado)
Colorado
$355K
CIC
2310
Cornercap Investment Counsel
Georgia
$355K +$97.7K +450 +40%
CTA
2311
Colonial Trust Advisors
South Carolina
$354K
FNBOMD
2312
First National Bank of Mount Dora
Florida
$353K
RSWM
2313
Robertson Stephens Wealth Management
California
$352K
ETI
2314
Enterprise Trust & Investment
California
$351K
RPGK
2315
Retirement Planning Group (Kansas)
Kansas
$350K +$2.39K +11 +0.7%
RIA
2316
Regal Investment Advisors
Michigan
$349K -$14.8K -68 -4%
CTB
2317
Country Trust Bank
Illinois
$349K +$434 +2 +0.1%
AWM
2318
Affinity Wealth Management
Delaware
$348K
GEA
2319
Glen Eagle Advisors
New Jersey
$348K +$41.7K +192 +14%
NFG
2320
NewFocus Financial Group
Washington
$347K
SC
2321
Stratford Consulting
Texas
$347K
BIM
2322
Bridgecreek Investment Management
Oklahoma
$347K +$50.8K +234 +18%
SCI
2323
Stableford Capital II
Arizona
$346K -$652 -3 -0.2%
BHWM
2324
Bay Harbor Wealth Management
Maryland
$345K
RTC
2325
Riverview Trust Company
Washington
$343K

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.