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

Berkshire Hathaway Class B

2,419 hedge funds and large institutions have $184B invested in Berkshire Hathaway Class B in 2019 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 1,024 increasing their positions, 919 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 81

35% more call options, than puts

Call options by funds: $2.68B | Put options by funds: $1.98B

11% more repeat investments, than reductions

Existing positions increased: 1,024 | Existing positions reduced: 919

1% more funds holding

Funds holding: 2,3972,419 (+22)

0.5% less ownership

Funds ownership: 67.38%66.88% (-0.5%)

2% less capital invested

Capital invested by funds: $187B → $184B (-$3B)

16% less funds holding in top 10

Funds holding in top 10: 540451 (-89)

Holders
2,419
Holders Change
+22
Holders Change %
+0.92%
% of All Funds
52.36%
Holding in Top 10
451
Holding in Top 10 Change
-89
Holding in Top 10 Change %
-16.48%
% of All Funds
9.76%
New
136
Increased
1,024
Reduced
919
Closed
81
Calls
$2.68B
Puts
$1.98B
Net Calls
+$695M
Net Calls Change
-$982M
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
2401
Titus Wealth Management
California
$10.4K -$243K -1,205 -5%
MAU
2402
MRA Associates USA
Arizona
$10K
MG
2403
MilWealth Group
Wisconsin
$10K +$10.1K +50 New
BFG
2404
Beacon Financial Group
Texas
$9.87K
CCMW
2405
Cypress Capital Management (Wyoming)
Wyoming
$9K
MGI
2406
MayTech Global Investments
New York
$9K +$1.01K +5 +13%
JIR
2407
James Investment Research
Ohio
$8K +$8.07K +40 New
CF
2408
Centaurus Financial
California
$7.29K +$29.9K +148 +11%
DWA
2409
Dougherty Wealth Advisers
Minnesota
$6K
HS
2410
Horan Securities
United States
$5K
SL
2411
Salomon & Ludwin
Virginia
$5K +$5.05K +25 New
SI
2412
Sprott Inc
Ontario, Canada
$4.08K +$50.5K +250 +1%
CIR
2413
Clear Investment Research
Georgia
$4K
TAIM
2414
TD Ameritrade Investment Management
Nebraska
$4K
CT
2415
Chicago Trust
Illinois
$3.31K -$153K -759 -4%
SFFS
2416
Stonehage Fleming Financial Services
Jersey
$2.06K -$132K -654 -6%
MC
2417
Machina Capital
France
$2K +$2.02K +10 New
CIA
2418
CSat Investment Advisory
Michigan
$1K
DPA
2419
Delphi Private Advisors
California
$1K
SHCM
2420
Silver Heights Capital Management
Ontario, Canada
$1K
JPLA
2421
Joseph P. Lucia & Associates
New York
$69 +$2.86M +14,161 New
Canada Life
2422
Canada Life
Manitoba, Canada
-$359M -1,811,404 Closed
GQG Partners
2423
GQG Partners
Florida
-$106M -519,190 Closed
MRG
2424
Milestone Resources Group
British Virgin Islands
-$63.6M -311,704 Closed
MSE
2425
MUFG Securities EMEA
United Kingdom
-$41.2M -201,800 Closed

BRK.B Hedge Fund Activity: Q1 2019 in Review

2,419 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q1 2019, worth a combined $184B — down 1.6% from $187B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new BRK.B positions and 81 closed out — a net gain of 55 holders — while 1,024 added to existing stakes and 919 trimmed.

The largest buyer was SP Asset Management, adding an estimated $548M. The largest seller was Gates Foundation Trust, cutting an estimated $1.01B.

  • 2,419 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q1 2019, up from 2,397 in Q4 2018.
  • Funds reported $184B of Berkshire Hathaway Class B stock for Q1 2019, down 1.6% quarter-over-quarter.
  • 136 funds opened new Berkshire Hathaway Class B positions in Q1 2019 and 81 closed out, a net change of +55 holders.
  • The largest Berkshire Hathaway Class B buyer in Q1 2019 was SP Asset Management, an estimated $548M added.
  • The largest Berkshire Hathaway Class B seller in Q1 2019 was Gates Foundation Trust, an estimated $1.01B sold.

Based on aggregated 13F filings for Q1 2019.