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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
RWA
1126
Ropes Wealth Advisors
Massachusetts
$3.15M +$71.8K +393 +2%
LIM
1127
Leavell Investment Management
Alabama
$3.15M -$74K -405 -2%
NP
1128
NorthRock Partners
Minnesota
$3.14M +$144K +789 +5%
HW
1129
Hedeker Wealth
Illinois
$3.14M +$605K +3,313 +23%
CWM
1130
Circle Wealth Management
New Jersey
$3.13M +$310K +1,697 +11%
SCM
1131
Symons Capital Management
Pennsylvania
$3.12M -$9.86K -54 -0.3%
BFC
1132
Bedel Financial Consulting
Indiana
$3.11M -$33.6K -184 -1%
Fuller & Thaler Asset Management
1133
Fuller & Thaler Asset Management
California
$3.11M
TC
1134
TownSquare Capital
Utah
$3.1M +$365K +1,998 +13%
SNBOSD
1135
Security National Bank of So Dak
Iowa
$3.1M +$2.74K +15 +0.1%
AIM
1136
Anchor Investment Management
South Carolina
$3.1M +$134K +736 +4%
BIMC
1137
Benson Investment Management Company
Virginia
$3.09M -$506K -2,770 -14%
PK
1138
Pflug Koory
Nebraska
$3.09M -$45.8K -251 -1%
ECG
1139
Edge Capital Group
Georgia
$3.08M -$197K -1,078 -6%
HCP
1140
Holt Capital Partners
Texas
$3.07M +$63.9K +350 +2%
CGL
1141
Clarius Group LLC
Washington
$3.07M +$335K +1,835 +12%
SBIA
1142
Sheaff Brock Investment Advisors
Indiana
$3.06M +$70.7K +387 +2%
GWS
1143
Glassman Wealth Services
Virginia
$3.06M -$87.1K -477 -3%
WIC
1144
Woodmont Investment Counsel
Tennessee
$3.05M +$348K +1,908 +13%
IAN
1145
Integrated Advisors Network
Texas
$3.05M +$16.1K +88 +0.5%
BCM
1146
Beddow Capital Management
Wyoming
$3.05M -$536K -2,935 -15%
AC
1147
Abbrea Capital
California
$3.03M -$113K -621 -4%
PMFA
1148
Plante Moran Financial Advisors
Michigan
$3.02M -$78.5K -430 -2%
GCM
1149
Glynn Capital Management
California
$3.02M
MIC
1150
Means Investment Company
Maine
$3.01M -$483K -2,646 -16%

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.