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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$29.3B +$370M +1,797,755 +1%
BlackRock
2
BlackRock
New York
$22.7B +$515M +2,497,404 +2%
State Street
3
State Street
Massachusetts
$16.2B -$98.8M -479,497 -0.6%
Gates Foundation Trust
4
Gates Foundation Trust
Washington
$11.4B +$1.61B +7,833,551 +17%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$5.5B +$123M +596,214 +2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$4.25B +$497K +2,412 +0%
Northern Trust
7
Northern Trust
Illinois
$4.21B -$92.2M -447,564 -2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$3.24B +$37.3M +181,277 +1%
Bank of America
9
Bank of America
North Carolina
$2.15B +$259M +1,255,376 +14%
Norges Bank
10
Norges Bank
Norway
$2.14B -$217M -1,051,560 -9%
Eagle Capital Management (New York)
11
Eagle Capital Management (New York)
New York
$2.13B +$55.2M +268,015 +3%
AllianceBernstein
12
AllianceBernstein
Tennessee
$2.11B +$87.6M +424,937 +4%
Morgan Stanley
13
Morgan Stanley
New York
$2.04B +$2.8M +13,577 +0.1%
N
14
Nuveen
North Carolina
$2.03B -$6.44M -31,244 -0.3%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$1.82B +$101M +488,888 +6%
Charles Schwab
16
Charles Schwab
California
$1.81B +$69.5M +337,410 +4%
Boston Partners
17
Boston Partners
Massachusetts
$1.67B -$68.5M -332,266 -4%
Goldman Sachs
18
Goldman Sachs
New York
$1.67B +$78.3M +379,941 +5%
Legal & General Group
19
Legal & General Group
United Kingdom
$1.64B -$3.86M -18,749 -0.2%
Flossbach Von Storch
20
Flossbach Von Storch
Germany
$1.4B +$108M +522,911 +8%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.4B +$148M +718,117 +12%
Ameriprise
22
Ameriprise
Minnesota
$1.34B +$158M +766,417 +13%
JP Morgan Chase
23
JP Morgan Chase
New York
$1.26B -$301M -1,458,659 -19%
Wells Fargo
24
Wells Fargo
California
$1.24B -$100M -487,499 -8%
Invesco
25
Invesco
Georgia
$1.23B +$217M +1,054,870 +22%