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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
GC
326
Gruss & Co
Florida
$2.67M – – –
IB
327
Intrust Bank
Kansas
$2.67M – – –
LCOV
328
London Company of Virginia
Virginia
$2.67M – – –
MIM
329
Manitou Investment Management
Ontario, Canada
$2.67M – – –
NC
330
Naman Capital
Brazil
$2.67M – – –
OLA
331
Oliver Luxxe Assets
New Jersey
$2.67M – – –
PAG
332
Private Advisor Group
New Jersey
$2.67M – – –
SNBOSCI
333
Security National Bank of Sioux City Iowa
Iowa
$2.67M – – –
SI
334
Stephens Inc
Arkansas
$2.67M – – –
YL
335
YCG LLC
Texas
$2.67M – – –
CNBTD
336
Citizens National Bank Trust Department
Mississippi
$2.67M +$548K +2 +25%
TAM
337
Taurus Asset Management
New York
$2.67M +$548K +2 +25%
BAMF
338
BI Asset Management Fondsmaeglerselskab
Denmark
$2.67M +$2.74M +10 New
GFI
339
Global Frontier Investments
South Carolina
$2.67M +$2.74M +10 New
ACP
340
Aviance Capital Partners
Florida
$2.67M +$271M +990 +9,900%
GWM
341
Geneos Wealth Management
Colorado
$2.63M +$548K +2 +25%
Chevy Chase Trust
342
Chevy Chase Trust
Maryland
$2.41M -$54.8M -200 -96%
WKWM
343
Walter & Keenan Wealth Management
Indiana
$2.41M -$10.4M -38 -81%
BA
344
Birinyi Associates
Connecticut
$2.41M -$1.92M -7 -44%
CAN
345
Cetera Advisor Networks
California
$2.41M -$274K -1 -10%
ANBT
346
American National Bank & Trust
Texas
$2.41M – – –
ATC
347
Argent Trust Co
Tennessee
$2.41M – – –
AWS
348
Arkfeld Wealth Strategies
Nebraska
$2.41M – – –
BIAS
349
Beacon Investment Advisory Services
New Jersey
$2.41M – – –
Kovitz Investment Group Partners
350
Kovitz Investment Group Partners
Illinois
$2.41M – – –
12 13
14
15 16

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.