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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
PFPT
901
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.35M +$1.02M +5,568 +23%
VAM
902
Velanne Asset Management
United Kingdom
$5.32M -$161K -880 -3%
PGAM
903
Princeton Global Asset Management
New Jersey
$5.3M +$28.9K +158 +0.5%
SRC
904
Stone Run Capital
New York
$5.28M +$1.94M +10,650 +56%
LA
905
LFL Advisers
Illinois
$5.28M -$23.7K -130 -0.4%
TRCT
906
Tower Research Capital (TRC)
New York
$5.28M +$288K +1,578 +6%
DAS
907
Dynamic Advisor Solutions
Arizona
$5.27M +$172K +940 +3%
FLII
908
First Long Island Investors
New York
$5.26M -$6.01M -32,895 -53%
SAM
909
Sandell Asset Management
New York
$5.24M -$5.36M -29,350 -50%
TPCW
910
TD Private Client Wealth
New York
$5.21M +$524K +2,872 +11%
HT
911
Heritage Trust
Oklahoma
$5.2M +$99.2K +543 +2%
WCF
912
West Coast Financial
California
$5.2M -$4.26M -23,301 -44%
CFGS
913
Concourse Financial Group Securities
Alabama
$5.2M +$52.4K +287 +1%
WKWM
914
Walter & Keenan Wealth Management
Indiana
$5.19M -$18.8M -103,165 -78%
AWM
915
Argent Wealth Management
Massachusetts
$5.19M -$429K -2,351 -9%
SAM
916
Strategy Asset Managers
California
$5.18M -$116K -633 -2%
NCM
917
Northside Capital Management
Oregon
$5.16M -$347K -1,900 -6%
LCS
918
Levin Capital Strategies
New York
$5.15M
PMG
919
ProVise Management Group
Florida
$5.15M -$81.3K -445 -2%
BC
920
Brinker Capital
Pennsylvania
$5.14M +$807K +4,420 +18%
DT
921
Diversified Trust
Tennessee
$5.13M -$954K -5,226 -15%
WOSD
922
WFA of San Diego
California
$5.1M +$4.8M +26,267 New
NEI
923
Northwest & Ethical Investments
Ontario, Canada
$5.09M
BJL
924
Brighton Jones LLC
Washington
$5.08M +$239K +1,310 +5%
EM
925
Excalibur Management
Massachusetts
$5.07M +$99.2K +543 +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.