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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
MMA
751
Miracle Mile Advisors
California
$7.76M -$3.66M -20,060 -32%
FNBT
752
FineMark National Bank & Trust
Florida
$7.76M +$217K +1,187 +3%
KI
753
Kapitalo Investimentos
Brazil
$7.75M +$7.92M +43,390 New
JWBC
754
J.W. Burns & Co
New York
$7.74M +$52.6K +288 +0.7%
AI
755
Atria Investments
North Carolina
$7.72M +$820K +4,488 +12%
ST
756
Sageworth Trust
Pennsylvania
$7.72M +$1.37M +7,501 +21%
SWM
757
SVA Wealth Management
Wisconsin
$7.7M -$69.2K -379 -0.9%
TCM
758
Twin Capital Management
Pennsylvania
$7.64M -$241K -1,320 -3%
SPC
759
Sigma Planning Corp
Michigan
$7.64M -$345K -1,890 -4%
IA
760
IFP Advisors
Florida
$7.63M +$2.15M +11,758 +38%
AF
761
Allworth Financial
California
$7.62M +$5.14M +28,169 +194%
PFM
762
Patton Fund Management
Texas
$7.61M +$1.02M +5,563 +15%
ECM
763
Evergreen Capital Management
Washington
$7.59M -$365K -1,997 -4%
MFWM
764
Motley Fool Wealth Management
Virginia
$7.58M +$76.9K +421 +1%
LNWWM
765
Laird Norton Wetherby Wealth Management
California
$7.53M -$104K -572 -1%
AF
766
Ally Financial
Michigan
$7.5M +$7.67M +42,000 New
TWM
767
TLW Wealth Management
Florida
$7.49M +$25.4K +139 +0.3%
B
768
Barings
North Carolina
$7.48M
MWM
769
Minot Wealth Management
Massachusetts
$7.44M +$583K +3,194 +8%
BHWM
770
Bar Harbor Wealth Management
New Hampshire
$7.42M -$89.1K -488 -1%
FFN
771
Focus Financial Network
Minnesota
$7.42M -$1.14M -6,248 -13%
AF
772
Alerus Financial
North Dakota
$7.4M -$2.08M -11,398 -22%
ATC
773
Argent Trust Co
Tennessee
$7.38M +$677K +3,705 +10%
NU
774
Northwestern University
Illinois
$7.36M
PAM
775
Peak Asset Management
Colorado
$7.35M +$210K +1,150 +3%

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.