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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
CHAM
651
Clear Harbor Asset Management
Connecticut
$10.4M +$2.57M +14,075 +32%
SLAM
652
Swiss Life Asset Management
$10.4M -$3.71M -20,321 -26%
MWM
653
Madison Wealth Management
Ohio
$10.4M -$2.46M -13,471 -19%
HA
654
Heartland Advisors
Wisconsin
$10.3M +$473K +2,590 +5%
FG
655
Fiduciary Group
Georgia
$10.3M +$162K +887 +2%
QI
656
QS Investors
New York
$10.3M -$589K -3,227 -5%
ACI
657
Alpha Cubed Investments
California
$10.3M -$595K -3,259 -5%
CA
658
Cornerstone Advisory
Maryland
$10.2M -$225K -1,234 -2%
AIM
659
Artemis Investment Management
United Kingdom
$10.2M -$27.8M -152,128 -73%
WCM
660
Weik Capital Management
Pennsylvania
$10.2M -$205K -1,122 -2%
PHS
661
Pekin Hardy Strauss
Illinois
$10.2M +$2.54M +13,900 +32%
NCM
662
Novare Capital Management
North Carolina
$10.1M -$17.9K -98 -0.2%
VW
663
Vantage Wealth
California
$10.1M -$2.37K -13 -0%
BEAM
664
Baker Ellis Asset Management
Washington
$10.1M -$713K -3,904 -6%
GAM
665
Gotham Asset Management
New York
$10.1M -$6.25M -34,239 -38%
AWM
666
Altavista Wealth Management
North Carolina
$10M +$193K +1,058 +2%
WG
667
Winton Group
United Kingdom
$9.99M +$4.81M +26,316 +89%
CIM
668
Corda Investment Management
Texas
$9.99M +$39.4K +216 +0.4%
CCT
669
Country Club Trust
Missouri
$9.99M +$4.27M +23,397 +71%
CA
670
Callahan Advisors
Texas
$9.93M -$821K -4,495 -7%
WAM
671
World Asset Management
Michigan
$9.92M -$5.13M -28,093 -34%
ECP
672
Empyrean Capital Partners
California
$9.91M +$685K +3,749 +7%
CWM
673
Cabot Wealth Management
Massachusetts
$9.9M +$283K +1,552 +3%
NB
674
Norinchukin Bank
Japan
$9.89M -$412K -2,258 -4%
PA
675
Pinnacle Associates
New York
$9.83M +$1.1M +6,048 +12%

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.