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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
FFWA
826
FRG Family Wealth Advisors
Washington
$6.48M -$11.9K -65 -0.2%
SS
827
Sunbelt Securities
Texas
$6.47M -$12.3M -67,361 -65%
BRWA
828
B. Riley Wealth Advisors
Florida
$6.46M -$44K -241 -0.7%
PI
829
PEAK6 Investments
Illinois
$6.45M +$6.6M +36,156 New
WCM
830
WealthBridge Capital Management
Ohio
$6.42M -$43.5K -238 -0.7%
DDC
831
DF Dent & Co
Maryland
$6.41M -$338K -1,852 -5%
AL
832
Arnhold LLC
New York
$6.38M +$898K +4,919 +16%
FNT
833
First National Trust
Pennsylvania
$6.38M +$55.3K +303 +0.9%
PWLP
834
Prio Wealth Limited Partnership
Massachusetts
$6.37M -$330K -1,808 -5%
EGA
835
Eagle Global Advisors
Texas
$6.35M -$3.56M -19,501 -35%
FFG
836
Frisch Financial Group
New York
$6.35M -$312K -1,708 -5%
CIA
837
Capital Investment Advisors
Georgia
$6.32M +$744K +4,074 +13%
KOCAA
838
Knights of Columbus Asset Advisors
Connecticut
$6.26M +$1.06M +5,781 +20%
WC
839
Whitney & Co
New York
$6.25M +$337K +1,846 +6%
RCC
840
Red Cedar Capital
Nebraska
$6.25M -$66.3K -363 -1%
JWCA
841
J.W. Cole Advisors
Florida
$6.24M +$5.84M +31,967 +1,066%
BAM
842
Belpointe Asset Management
Nevada
$6.24M +$1.19M +6,511 +23%
CPA
843
Clear Perspective Advisors
Illinois
$6.22M -$212K -1,162 -3%
FAT
844
First American Trust
California
$6.21M -$5.45M -29,860 -46%
LF
845
Lee Financial
Texas
$6.16M +$5.18M +28,384 +465%
MCMT
846
Moon Capital Management (Tennessee)
Tennessee
$6.14M -$177K -969 -3%
WSFS
847
Wilmington Savings Fund Society
Delaware
$6.11M -$128K -700 -2%
LWAC
848
Laurel Wealth Advisors (California)
California
$6.08M +$349K +1,909 +6%
PCM
849
Palisade Capital Management
New Jersey
$6.07M -$3.6M -19,710 -37%
HCM
850
Hutner Capital Management
Vermont
$6.06M -$97.5K -534 -2%

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.