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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
EA
2326
Emerald Advisors
Washington
$343K +$335K +1,544 New
BMM
2327
Berkshire Money Management
Massachusetts
$341K
TFO
2328
Tarbox Family Office
California
$341K +$17.4K +80 +6%
EWP
2329
Engrave Wealth Partners
Texas
$341K +$328K +1,509 New
HCM
2330
Hengehold Capital Management
Ohio
$340K -$2.61K -12 -0.8%
IWA
2331
Independence Wealth Advisors
Virginia
$340K
SSI
2332
Scott & Selber Inc
Texas
$340K
VWA
2333
VERITY Wealth Advisors
United States
$340K
T
2334
TrueFG
Texas
$340K +$326K +1,499 New
RI
2335
Rudd International
Florida
$339K
DIM
2336
DC Investments Management
Virginia
$339K +$9.56K +44 +3%
CAN
2337
Claraphi Advisory Network
United States
$338K -$120K -552 -27%
CPC
2338
Consolidated Planning Corp
Georgia
$336K +$322K +1,484 New
MCM
2339
Mainstay Capital Management
Michigan
$335K
HWM
2340
Howard Wealth Management
Connecticut
$335K +$321K +1,480 New
SFG
2341
Sunburst Financial Group
Alabama
$335K +$321K +1,480 New
HWA
2342
Heritage Way Advisors
Illinois
$334K
WCWM
2343
Willow Creek Wealth Management
California
$329K +$2.82K +13 +0.9%
BPSG
2344
Brookfield Public Securities Group
New York
$328K +$315K +1,450 New
NEPPG
2345
New England Professional Planning Group
Rhode Island
$327K +$313K +1,442 New
MCWA
2346
Meadow Creek Wealth Advisors
Georgia
$326K +$313K +1,439 New
CWM
2347
Chesapeake Wealth Management
Virginia
$325K -$83.6K -385 -21%
CCA
2348
Conservest Capital Advisors
Pennsylvania
$325K
IC
2349
Iconiq Capital
California
$324K -$405K -1,867 -57%
WA
2350
WESPAC Advisors
California
$323K -$2.17K -10 -0.7%

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.