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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
VCM
701
Versant Capital Management
Arizona
$534K – – –
CCT
702
Country Club Trust
Missouri
$530K – – –
KFI
703
Key Financial Inc
Pennsylvania
$530K – – –
S
704
SimplyRich
California
$530K – – –
OCM
705
Ovata Capital Management
Hong Kong
$400K +$614M +2,240 New
CHAM
706
Clear Harbor Asset Management
Connecticut
$342K – – –
VCM
707
Vivaldi Capital Management
Illinois
$320K – – –
ACM
708
AlphaStar Capital Management
North Carolina
$286K – – –
HFS
709
HBC Financial Services
Washington
$286K – – –
BAS
710
Brown Advisory Securities
Maryland
$285K – – –
AWA
711
Arkadios Wealth Advisors
Georgia
$285K – – –
TC
712
Telemus Capital
Michigan
$274K – – –
JWM
713
JGP Wealth Management
Oregon
$272K -$274K -1 -50%
CFG
714
Capstone Financial Group
Oklahoma
$272K – – –
Thrivent Financial for Lutherans
715
Thrivent Financial for Lutherans
Minnesota
$272K – – –
WS
716
Wedbush Securities
California
$269K – – –
CC
717
Courier Capital
New York
$268K – – –
FFH
718
Fairfax Financial Holdings
Ontario, Canada
$268K – – –
AIC
719
Archer Investment Corporation
Indiana
$267K – – –
AWA
720
Artemis Wealth Advisors
New York
$267K – – –
CMI
721
Clare Market Investments
Texas
$267K – – –
TBA
722
Tower Bridge Advisors
Pennsylvania
$267K – – –
ECM
723
Estabrook Capital Management
New York
$267K +$274K +1 New
FIM
724
Frontier Investment Management
Texas
$267K -$27.4M -100 -50%
AM
725
Account Management
Massachusetts
$267K -$1.64M -6 -86%
27 28
29
30 31

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.