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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
RJT
926
Raymond James Trust
Florida
$5.07M -$173K -948 -3%
HCM
927
Hollencrest Capital Management
California
$5.07M +$93.3K +511 +2%
OBGC
928
O'Brien Greene & Co
Pennsylvania
$5.07M -$159K -870 -3%
TCM
929
Telos Capital Management
California
$5.06M +$293K +1,604 +6%
AAIM
930
Asset Advisors Investment Management
Georgia
$5.06M -$345K -1,890 -6%
SFO
931
Stokes Family Office
Louisiana
$5.05M -$548K -3,003 -10%
BFIC
932
Bedell Frazier Investment Counselling
California
$5.05M +$406K +2,222 +9%
KCPG
933
Kavar Capital Partners Group
Kansas
$5.04M +$130K +711 +3%
MPAM
934
Murphy Pohlad Asset Management
Minnesota
$5.04M +$146K +800 +3%
MPW
935
Monterey Private Wealth
California
$5.04M -$101K -552 -2%
CI
936
Conning Inc
Connecticut
$5.03M -$212K -1,159 -4%
Fiera Capital (Canada)
937
Fiera Capital (Canada)
Quebec, Canada
$5M -$69.9K -383 -1%
SLI
938
Sumitomo Life Insurance
Japan
$4.99M -$444K -2,431 -8%
YL
939
YCG LLC
Texas
$4.99M -$365 -2 -0%
KS
940
Karpas Strategies
Connecticut
$4.97M
CCP
941
Corient Capital Partners
California
$4.96M -$1.1M -5,997 -18%
SFS
942
Searcy Financial Services
Kansas
$4.95M +$137K +751 +3%
BCM
943
Buckhead Capital Management
Georgia
$4.95M +$55.7K +305 +1%
TI
944
Tidal Investments
Wisconsin
$4.91M +$3.15M +17,244 +168%
PJSIMP
945
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.9M -$261K -1,429 -5%
BBA
946
BLB&B Advisors
Pennsylvania
$4.9M -$167K -916 -3%
BNP Paribas Asset Management
947
BNP Paribas Asset Management
France
$4.89M +$623K +3,413 +14%
CHP
948
Cable Hill Partners
Oregon
$4.87M +$136K +742 +3%
RG
949
Rikoon Group
New Mexico
$4.85M +$460K +2,517 +10%
ISB
950
Iowa State Bank
Iowa
$4.85M -$204K -1,118 -4%

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.