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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
AWA
1001
ARS Wealth Advisors
Florida
$4.27M -$860K -4,712 -16%
ZF
1002
Zhang Financial
Michigan
$4.23M -$105K -575 -2%
PG
1003
Pendal Group
Australia
$4.23M +$394K +2,157 +10%
FM
1004
Family Management
New York
$4.22M -$2.53M -13,859 -37%
FMWA
1005
Forvis Mazars Wealth Advisors
Missouri
$4.22M -$46.8K -256 -1%
RWP
1006
RWA Wealth Partners
Massachusetts
$4.2M -$381K -2,085 -8%
ONB
1007
Old National Bancorp
Indiana
$4.19M -$299K -1,638 -7%
CWM
1008
Chronos Wealth Management
Florida
$4.18M -$133K -726 -3%
GI
1009
Gradient Investments
Minnesota
$4.15M +$671K +3,676 +19%
HSA
1010
HBK Sorce Advisory
Pennsylvania
$4.13M -$23.6K -129 -0.6%
WP
1011
Wedgewood Partners
Missouri
$4.11M -$1.49M -8,150 -26%
KJHP
1012
K.J. Harrison & Partners
Ontario, Canada
$4.1M -$697K -3,815 -14%
OPS
1013
Orion Portfolio Solutions
Nebraska
$4.09M +$224K +1,224 +6%
ATI
1014
Act Two Investors
California
$4.09M -$1.49M -8,156 -26%
WA
1015
Wealth Architects
California
$4.09M +$175K +957 +4%
HIMC
1016
Heritage Investors Management Corp
Maryland
$4.08M +$342K +1,875 +9%
GT
1017
Glenview Trust
Kentucky
$4.07M -$480K -2,629 -10%
VPI
1018
Value Partners Investments
Manitoba, Canada
$4.07M -$730K -4,000 -15%
OFG
1019
Oxford Financial Group
Indiana
$4.07M -$767K -4,202 -16%
CL
1020
Choreo LLC
Illinois
$4.04M -$175K -958 -4%
CCM
1021
Canal Capital Management
Virginia
$4.04M +$40.5K +222 +1%
VWA
1022
V Wealth Advisors
Kansas
$4.03M -$169K -924 -4%
SIM
1023
Stratos Investment Management
Ohio
$4.01M +$714K +3,912 +21%
CA
1024
Cambridge Advisors
Nebraska
$4.01M +$3.29K +18 +0.1%
HFS
1025
Hantz Financial Services
Michigan
$3.99M +$394K +2,158 +11%

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.