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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
RAM
2351
Riggs Asset Management
Pennsylvania
$323K
TWP
2352
TFO Wealth Partners
Ohio
$323K +$311K +1,430 New
RSS
2353
Rosenblum Silverman Sutton
California
$322K
CWM
2354
Campbell Wealth Management
Virginia
$320K +$20.6K +95 +7%
RIG
2355
Renaissance Investment Group
Massachusetts
$320K +$94.3K +434 +44%
PFG
2356
PAX Financial Group
Texas
$320K +$306K +1,410 New
CM
2357
Columbus Macro
Pennsylvania
$320K +$307K +1,413 New
PA
2358
Probity Advisors
Texas
$317K +$3.91K +18 +1%
FFG
2359
Fortem Financial Group
California
$316K -$124K -570 -29%
DA
2360
DSC Advisors
Illinois
$316K +$31.1K +143 +11%
CWM
2361
Centric Wealth Management
Illinois
$315K
MCIA
2362
Mountain Capital Investment Advisors
Colorado
$314K -$55.8K -257 -16%
WCA
2363
Westover Capital Advisors
Delaware
$314K
BCM
2364
Brasada Capital Management
Texas
$314K +$22.8K +105 +8%
NCM
2365
Narwhal Capital Management
Georgia
$313K -$13.2K -61 -4%
HCM
2366
HM Capital Management
Missouri
$312K
BA
2367
Ballew Advisors
Mississippi
$311K -$109K -500 -27%
CTA
2368
Chesley Taft & Associates
Illinois
$311K -$25K -115 -8%
HI
2369
Human Investing
Oregon
$311K
WR
2370
Watson Rebecca
$311K +$298K +1,373 New
ACA
2371
Affinity Capital Advisors
California
$310K +$297K +1,368 New
HFS
2372
Howard Financial Services
Texas
$309K +$2.17K +10 +0.7%
BC
2373
Barnett & Company
Tennessee
$308K -$75.1K -346 -20%
OCM
2374
One Capital Management
California
$308K -$21.7K -100 -7%
MFG
2375
Monte Financial Group
Connecticut
$306K -$652 -3 -0.2%

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.