We are live on ! Find out more
BRK.B icon

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
SNBOSCI
1026
Security National Bank of Sioux City Iowa
Iowa
$3.95M -$11K -60 -0.3%
FA
1027
Fagan Associates
New York
$3.94M +$190K +1,040 +5%
MIP
1028
Marietta Investment Partners
Wisconsin
$3.93M
MHS
1029
M Holdings Securities
Oregon
$3.93M -$1.7M -9,295 -30%
AAMU
1030
AEGON Asset Management (UK)
United Kingdom
$3.92M
VLC
1031
Van Leeuwen & Company
New Jersey
$3.91M -$16.8K -92 -0.4%
CIC
1032
Crawford Investment Counsel
Georgia
$3.89M -$75.2K -412 -2%
IB
1033
Intrust Bank
Kansas
$3.87M -$322K -1,765 -8%
MOS
1034
MGO One Seven
Ohio
$3.87M +$280K +1,532 +8%
FP
1035
Factorial Partners
New York
$3.86M +$338K +1,850 +9%
PCM
1036
Pointe Capital Management
Michigan
$3.85M -$399K -2,184 -9%
TCA
1037
Transcend Capital Advisors
New Jersey
$3.84M -$1.06M -5,831 -21%
BA
1038
Bristlecone Advisors
Washington
$3.83M +$236K +1,291 +6%
OAMG
1039
Odey Asset Management Group
United Kingdom
$3.82M +$1.25M +6,837 +47%
HCA
1040
Hyperion Capital Advisors
New York
$3.81M +$983K +5,382 +34%
LA
1041
LexAurum Advisors
Kansas
$3.79M +$14.6K +80 +0.4%
CHA
1042
Carmichael Hill & Associates
Maryland
$3.77M -$65.6K -359 -2%
PIMG
1043
Patriot Investment Management Group
Tennessee
$3.77M +$208K +1,139 +6%
PCAP
1044
Pratt Collard Advisory Partners
New York
$3.76M -$122K -670 -3%
MAFM
1045
Mid Atlantic Financial Management
Pennsylvania
$3.75M +$354K +1,939 +10%
TIA
1046
Traphagen Investment Advisors
New Jersey
$3.74M
APA
1047
American Portfolios Advisors
New York
$3.73M -$403K -2,205 -10%
RCAG
1048
Rehmann Capital Advisory Group
Michigan
$3.73M +$3.81M +20,888 New
MLL
1049
Moody Lynn & Lieberson
Massachusetts
$3.73M -$10.2M -55,973 -73%
EIP
1050
Ellis Investment Partners
Pennsylvania
$3.7M +$1.1K +6 +0%

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.