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

Berkshire Hathaway Class A
BRK.A

944 hedge funds and large institutions have $30.9B invested in Berkshire Hathaway Class A in 2020 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 86 increasing their positions, 153 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 40

0% less funds holding

Funds holding: 948 → 944 (-4)

2.21% less ownership

Funds ownership: 28.12% → 25.9% (-2.2%)

13% less funds holding in top 10

Funds holding in top 10: 107 → 93 (-14)

18% less capital invested

Capital invested by funds: $37.7B → $30.9B (-$6.78B)

44% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 153

Holders
944
Holders Change
-4
Holders Change %
-0.42%
% of All Funds
19.36%
Holding in Top 10
93
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-13.08%
% of All Funds
1.91%
New
44
Increased
86
Reduced
153
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DCM
Donaldson Capital Management
Indiana
+$1.72B
2
OCM
Ovata Capital Management
Hong Kong
+$614M
3
ACP
Aviance Capital Partners
Florida
+$271M
4
EWA
EP Wealth Advisors
California
+$191M
5
Renaissance Technologies
Renaissance Technologies
New York
+$89.9M

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$5.74B
2
WAOI
Wealth Advisors of Iowa
Iowa
-$1.05B
3
DZ Bank
DZ Bank
Germany
-$147M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$106M
5
PK
Pflug Koory
Nebraska
-$82.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
301
Sowell Financial Services
Arkansas
$2.94M -$274K -1 -8%
BBI
302
Baxter Bros Inc
Connecticut
$2.94M – – –
CPSAC
303
Chas P. Smith & Associates (CPS)
Florida
$2.94M – – –
FNFDCM
304
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.94M – – –
FDCC
305
Foster Dykema Cabot & Co
Massachusetts
$2.94M – – –
HKAM
306
Horizon Kinetics Asset Management
New York
$2.94M – – –
RCC
307
Red Cedar Capital
Nebraska
$2.94M – – –
SC
308
Schulhoff & Co
Ohio
$2.94M – – –
UR
309
USCA RIA
Texas
$2.94M – – –
RHBC
310
R.H. Bluestein & Co
Michigan
$2.94M +$274K +1 +10%
FWM
311
Frontier Wealth Management
Missouri
$2.94M +$1.1M +4 +57%
ECM
312
ExodusPoint Capital Management
New York
$2.94M +$3.01M +11 New
AAS
313
Avantax Advisory Services
Texas
$2.67M +$548K +2 +25%
BIM
314
Barton Investment Management
Pennsylvania
$2.67M -$548K -2 -17%
BFIM
315
Beese Fulmer Investment Management
Ohio
$2.67M -$548K -2 -17%
BCM
316
Beddow Capital Management
Wyoming
$2.67M -$274K -1 -9%
NRS
317
Neville Rodie & Shaw
New York
$2.67M -$274K -1 -9%
NHC
318
Nicholas Hoffman & Company
Georgia
$2.67M -$274K -1 -9%
AIM
319
Allen Investment Management
New York
$2.67M – – –
AAM
320
Anglepoint Asset Management
Cayman Islands
$2.67M – – –
CK
321
Cohen Klingenstein
New York
$2.67M – – –
CIM
322
Courant Investment Management
Tennessee
$2.67M – – –
CIC
323
Crawford Investment Counsel
Georgia
$2.67M – – –
Geode Capital Management
324
Geode Capital Management
Massachusetts
$2.67M – – –
GC
325
GFG Capital
Florida
$2.67M – – –
11 12
13
14 15

BRK.A Hedge Fund Activity: Q2 2020 in Review

944 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q2 2020, worth a combined $30.9B — down 18% from $37.7B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new BRK.A positions and 40 closed out — a net gain of 4 holders — while 86 added to existing stakes and 153 trimmed.

The largest buyer was Donaldson Capital Management, adding an estimated $1.72B. The largest seller was Capital World Investors, cutting an estimated $5.74B.

  • 944 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q2 2020, down from 948 in Q1 2020.
  • Funds reported $30.9B of Berkshire Hathaway Class A stock for Q2 2020, down 18% quarter-over-quarter.
  • 44 funds opened new Berkshire Hathaway Class A positions in Q2 2020 and 40 closed out, a net change of +4 holders.
  • The largest Berkshire Hathaway Class A buyer in Q2 2020 was Donaldson Capital Management, an estimated $1.72B added.
  • The largest Berkshire Hathaway Class A seller in Q2 2020 was Capital World Investors, an estimated $5.74B sold.

Based on aggregated 13F filings for Q2 2020.