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

Berkshire Hathaway Class B

2,417 hedge funds and large institutions have $195B invested in Berkshire Hathaway Class B in 2019 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 1,009 increasing their positions, 929 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 83

11% more call options, than puts

Call options by funds: $3.06B | Put options by funds: $2.77B

9% more repeat investments, than reductions

Existing positions increased: 1,009 | Existing positions reduced: 929

0.2% more ownership

Funds ownership: 67.26%67.45% (+0.2%)

0% less funds holding

Funds holding: 2,4202,417 (-3)

1% less capital invested

Capital invested by funds: $196B → $195B (-$1.2B)

5% less funds holding in top 10

Funds holding in top 10: 463440 (-23)

Holders
2,417
Holders Change
-3
Holders Change %
-0.12%
% of All Funds
53%
Holding in Top 10
440
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-4.97%
% of All Funds
9.65%
New
99
Increased
1,009
Reduced
929
Closed
83
Calls
$3.06B
Puts
$2.77B
Net Calls
+$294M
Net Calls Change
-$260M
Name Holding Trade Value Shares
Change
Change in
Stake
LGWM
2376
Litman Gregory Wealth Management
California
$69K -$6.39K -31 -9%
CCMW
2377
Cypress Capital Management (Wyoming)
Wyoming
$69K
AA
2378
AlphaMark Advisors
Kentucky
$62K
FEG
2379
Financial Enhancement Group
Indiana
$62K +$49K +238 +397%
GT
2380
Glenmede Trust
Pennsylvania
$55.6K -$9.74M -47,288 -15%
BRC
2381
Bell Rock Capital
Delaware
$52K
GSIS
2382
Global Strategic Investment Solutions
Arizona
$52K +$51.5K +250 New
TFA
2383
Toth Financial Advisory
Virginia
$51K
BCM
2384
Bourgeon Capital Management
Connecticut
$44K +$43.7K +212 New
FCT
2385
Family Capital Trust
Massachusetts
$42K -$20.6K -100 -33%
LWA
2386
Lowe Wealth Advisors
Maryland
$42K
JG
2387
Jefferies Group
New York
$39K -$63K -306 -62%
SWP
2388
Strategic Wealth Partners
Ohio
$38.3K +$2.47K +12 +0.3%
RIA
2389
RPG Investment Advisory
California
$37K
MAM
2390
Magellan Asset Management
Australia
$36K -$988M -4,794,835 -100%
QCIG
2391
Quad-Cities Investment Group
Iowa
$36K
CAGAS
2392
Capital Advisory Group Advisory Services
Minnesota
$35K
HWM
2393
Holloway Wealth Management
Florida
$35K
SC
2394
Sawyer & Company
Massachusetts
$29K
AMCA
2395
Arthur M. Cohen & Associates
Illinois
$28.2K +$571K +2,770 +2%
AI
2396
ArchPoint Investors
Florida
$26K
BCMIO
2397
Beacon Capital Management Inc (Ohio)
Ohio
$26K +$25.8K +125 New
IRC
2398
Investors Research Corp
Georgia
$24K
BCA
2399
Bray Capital Advisors
Florida
$16K -$337K -1,636 -96%
SWM
2400
Selective Wealth Management
Virginia
$16K +$15.7K +76 New

BRK.B Hedge Fund Activity: Q3 2019 in Review

2,417 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q3 2019, worth a combined $195B — down 0.61% from $196B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new BRK.B positions and 83 closed out — a net gain of 16 holders — while 1,009 added to existing stakes and 929 trimmed.

The largest buyer was Gates Foundation Trust, adding an estimated $1.61B. The largest seller was Magellan Asset Management, cutting an estimated $988M.

  • 2,417 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q3 2019, down from 2,420 in Q2 2019.
  • Funds reported $195B of Berkshire Hathaway Class B stock for Q3 2019, down 0.61% quarter-over-quarter.
  • 99 funds opened new Berkshire Hathaway Class B positions in Q3 2019 and 83 closed out, a net change of +16 holders.
  • The largest Berkshire Hathaway Class B buyer in Q3 2019 was Gates Foundation Trust, an estimated $1.61B added.
  • The largest Berkshire Hathaway Class B seller in Q3 2019 was Magellan Asset Management, an estimated $988M sold.

Based on aggregated 13F filings for Q3 2019.