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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
WCM
576
Wedge Capital Management
North Carolina
$13.5M +$1.42M +7,753 +11%
FSCM
577
Front Street Capital Management
Montana
$13.5M +$2.38M +13,006 +21%
RC
578
RBO & Co
California
$13.4M -$29.8K -163 -0.2%
GP
579
Greenline Partners
New York
$13.4M -$32.1K -176 -0.2%
ACM
580
Advisors Capital Management
New Jersey
$13.4M +$13.1M +71,863 +2,409%
TNA
581
True North Advisors
Texas
$13.3M -$755K -4,134 -5%
Verition Fund Management
582
Verition Fund Management
Connecticut
$13.2M -$2.76M -15,124 -17%
GC
583
Guggenheim Capital
Illinois
$13.2M +$2.62M +14,346 +24%
SNB
584
Security National Bank
Nebraska
$13.1M +$358K +1,959 +3%
CTI
585
Community Trust & Investment
Kentucky
$13.1M +$236K +1,294 +2%
AL
586
Aspiriant LLC
California
$13.1M -$379K -2,073 -3%
RGC
587
Roberts, Glore & Co
Illinois
$13M -$346K -1,895 -3%
DY
588
Dowling & Yahnke
California
$13M -$87.7K -480 -0.7%
KCM
589
Kanawha Capital Management
Virginia
$12.9M +$182K +997 +1%
PL
590
Parkwood LLC
Ohio
$12.9M +$2.44M +13,358 +23%
TAF
591
Tredje AP-fonden
Sweden
$12.9M
BBVA
592
Banco Bilbao Vizcaya Argentaria
Spain
$12.7M +$7.16M +39,208 +122%
DZ Bank
593
DZ Bank
Germany
$12.6M -$171K -938 -1%
SBWIC
594
Schaper Benz & Wise Investment Counsel
Wisconsin
$12.6M +$590K +3,229 +5%
TCA
595
Taconic Capital Advisors
New York
$12.5M +$12.8M +70,000 New
SAM
596
SP Asset Management
California
$12.4M +$2.18M +11,938 +21%
AWM
597
Absher Wealth Management
North Carolina
$12.4M +$693K +3,795 +6%
HPCM
598
Hunter Perkins Capital Management
Illinois
$12.4M +$12.7M +69,509 New
RIL
599
Rothschild Investment LLC
Illinois
$12.4M +$864K +4,730 +7%
BPA
600
Beacon Pointe Advisors
California
$12.3M +$6.52M +35,712 +107%

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.