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Berkshire Hathaway Class B

2,614 hedge funds and large institutions have $167B invested in Berkshire Hathaway Class B in 2020 Q2 according to their latest regulatory filings, with 137 funds opening new positions, 1,053 increasing their positions, 1,120 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 126

4% more call options, than puts

Call options by funds: $3.49B | Put options by funds: $3.35B

1% less funds holding

Funds holding: 2,6312,614 (-17)

3% less capital invested

Capital invested by funds: $173B → $167B (-$6.02B)

6% less repeat investments, than reductions

Existing positions increased: 1,053 | Existing positions reduced: 1,120

2.69% less ownership

Funds ownership: 69.9%67.22% (-2.7%)

21% less funds holding in top 10

Funds holding in top 10: 529419 (-110)

Holders
2,614
Holders Change
-17
Holders Change %
-0.65%
% of All Funds
53.6%
Holding in Top 10
419
Holding in Top 10 Change
-110
Holding in Top 10 Change %
-20.79%
% of All Funds
8.59%
New
137
Increased
1,053
Reduced
1,120
Closed
126
Calls
$3.49B
Puts
$3.35B
Net Calls
+$138M
Net Calls Change
-$897M
Name Holding Trade Value Shares
Change
Change in
Stake
HIM
2501
Hillsdale Investment Management
Ontario, Canada
$182K +$3.65K +20 +2%
FA
2502
Financial Advantage
Maryland
$182K +$49.3K +270 +36%
FFW
2503
Fusion Family Wealth
New York
$181K
WOC
2504
West Oak Capital
California
$178K
PP
2505
PrairieView Partners
Minnesota
$177K
WFMPM
2506
Woodley Farra Manion Portfolio Management
Indiana
$174K +$4.57K +25 +3%
BC
2507
Brookfield Corp
Ontario, Canada
$170K +$173K +950 New
SFPG
2508
Stonebridge Financial Planning Group
Florida
$168K +$3.29K +18 +2%
EARNEST Partners
2509
EARNEST Partners
Georgia
$166K
KBFS
2510
Kohmann Bosshard Financial Services
Ohio
$162K +$43.8K +240 +36%
SC
2511
Steph & Co
Wisconsin
$159K +$91.3K +500 +129%
SJIM
2512
St. Johns Investment Management
Florida
$158K
JWM
2513
Janiczek Wealth Management
Colorado
$158K +$3.65K +20 +2%
GWMIA
2514
Global Wealth Management Investment Advisory
Florida
$156K
BEI
2515
Benjamin Edwards Inc
Missouri
$153K -$16.3K -89 -9%
1IA
2516
1834 Investment Advisors
Wisconsin
$151K
WLPWM
2517
Walled Lake Planning & Wealth Management
Illinois
$145K -$913 -5 -0.6%
PCA
2518
Providence Capital Advisors
North Carolina
$144K -$260K -1,423 -64%
TVWM
2519
Tower View Wealth Management
Wisconsin
$138K -$68.7K -376 -33%
BC
2520
Barnett & Company
Tennessee
$137K -$78.3K -429 -36%
BSAM
2521
Blue Square Asset Management
New York
$137K +$140K +765 New
SOAMC
2522
Spirit of America Management Corp
New York
$129K
SWM
2523
Selective Wealth Management
Virginia
$128K +$54.8K +300 +72%
AIM
2524
Arcadia Investment Management
Michigan
$127K
GCM
2525
Gables Capital Management
Florida
$124K

BRK.B Hedge Fund Activity: Q2 2020 in Review

2,614 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q2 2020, worth a combined $167B — down 3.5% from $173B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new BRK.B positions and 126 closed out — a net gain of 11 holders — while 1,053 added to existing stakes and 1,120 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.32B. The largest seller was Osaic Holdings, cutting an estimated $3.83B.

  • 2,614 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q2 2020, down from 2,631 in Q1 2020.
  • Funds reported $167B of Berkshire Hathaway Class B stock for Q2 2020, down 3.5% quarter-over-quarter.
  • 137 funds opened new Berkshire Hathaway Class B positions in Q2 2020 and 126 closed out, a net change of +11 holders.
  • The largest Berkshire Hathaway Class B buyer in Q2 2020 was Capital World Investors, an estimated $1.32B added.
  • The largest Berkshire Hathaway Class B seller in Q2 2020 was Osaic Holdings, an estimated $3.83B sold.

Based on aggregated 13F filings for Q2 2020.