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

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
HKAM
526
Horizon Kinetics Asset Management
New York
$16.2M -$1.68M -9,180 -9%
RC
527
Reik & Co
New York
$16.2M -$261K -1,431 -2%
JIC
528
Johnson Investment Counsel
Ohio
$16.2M +$78.7K +431 +0.5%
NIPH
529
NN Investment Partners Holdings
Netherlands
$16.1M +$967K +5,295 +6%
CFA
530
Carroll Financial Associates
North Carolina
$16M -$34.7K -190 -0.2%
SAM
531
Silvercrest Asset Management
New York
$16M -$1.46M -7,980 -8%
AIM
532
AMI Investment Management
Indiana
$16M -$694K -3,800 -4%
Macquarie Group
533
Macquarie Group
Australia
$16M +$2.17M +11,891 +15%
GCGDR
534
Geo Capital Gestora de Recursos
Brazil
$15.9M +$1.92M +10,533 +13%
SMDAM
535
Sumitomo Mitsui DS Asset Management
Japan
$15.9M +$770K +4,217 +5%
BFA
536
Beaumont Financial Advisors
Massachusetts
$15.9M +$203K +1,112 +1%
RG
537
Retirement Group
California
$15.7M +$16.1M +88,108 New
RI
538
Ridgewood Investments
New Jersey
$15.6M -$154K -844 -1%
VFA
539
Valeo Financial Advisors
Indiana
$15.5M -$111K -607 -0.7%
BSA
540
Braun Stacey Associates
New York
$15.5M -$409K -2,239 -3%
EDRH
541
Edmond de Rothschild Holding
Switzerland
$15.5M +$1.31M +7,184 +9%
SFA
542
Sequoia Financial Advisors
Ohio
$15.4M +$3.06M +16,737 +24%
TCM
543
Taal Capital Management
Massachusetts
$15.4M +$2.37M +13,000 +18%
MA
544
Mutual Advisors
Nebraska
$15.2M +$3.26M +17,873 +26%
YIA
545
YHB Investment Advisors
Connecticut
$15.2M -$513K -2,808 -3%
WorldQuant Millennium Advisors
546
WorldQuant Millennium Advisors
New York
$15.2M -$2.36M -12,916 -13%
PWP
547
Private Wealth Partners
California
$15.1M +$972K +5,320 +7%
SAM
548
Storebrand Asset Management
Norway
$15.1M -$3.22M -17,646 -17%
SPIA
549
Steward Partners Investment Advisory
New York
$14.9M +$2.63M +14,377 +21%
LSERS
550
Louisiana State Employees Retirement System
Louisiana
$14.9M +$73K +400 +0.5%

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.