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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
SFG
2551
Sowa Financial Group
Rhode Island
$80K
CWM
2552
Cranbrook Wealth Management
Michigan
$77K
EI
2553
Ellevest Inc
New York
$74K -$22.5K -123 -23%
DI
2554
Disciplined Investments
Oklahoma
$74K
HS
2555
Horan Securities
United States
$72K +$10K +55 +16%
LTI
2556
Laffer Tengler Investments
Tennessee
$71.8K -$10K -55 -12%
NPP
2557
New Potomac Partners
Maryland
$71K
QCMC
2558
Quantum Capital Management (California)
California
$71K
SAM
2559
Sycomore Asset Management
France
$70K
RWB
2560
RMR Wealth Builders
New Jersey
$69K +$70.3K +385 New
SIA
2561
Sit Investment Associates
Minnesota
$64K
FMTCOCP
2562
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$61K
CCMW
2563
Cypress Capital Management (Wyoming)
Wyoming
$59K
RMC
2564
Regis Management Company
California
$58.5K +$913 +5 +0%
VRM
2565
Vectors Research Management
New York
$56K
LGWM
2566
Litman Gregory Wealth Management
California
$54K
AC
2567
Asio Capital
Kentucky
$54K +$54.8K +300 New
FFC
2568
First Financial Corp
Indiana
$53K -$4.38K -24 -8%
IRC
2569
Investors Research Corp
Georgia
$52K
IWP
2570
IAG Wealth Partners
Wisconsin
$51K +$1.64K +9 +3%
CP
2571
Corbenic Partners
Pennsylvania
$44K -$23.4K -128 -34%
SL
2572
Savior LLC
Massachusetts
$44K +$3.65K +20 +9%
NG
2573
NWK Group
California
$42K +$11.3K +62 +35%
VEA
2574
Virtus ETF Advisers
New York
$37K +$27.8K +152 +287%
LWA
2575
Lowe Wealth Advisors
Maryland
$36K

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.