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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
KFA
1151
Kelleher Financial Advisors
New York
$3.01M -$276K -1,514 -8%
PFA
1152
Paradigm Financial Advisors
Missouri
$3.01M +$2.37K +13 +0.1%
TWA
1153
TCI Wealth Advisors
Arizona
$3M -$93.1K -510 -3%
SWM
1154
Strategic Wealth Management
Washington
$3M -$221K -1,211 -7%
TFS
1155
Thoroughbred Financial Services
Tennessee
$2.98M -$964K -5,278 -24%
III
1156
Independent Investors Inc
New York
$2.98M
TNB
1157
TCF National Bank
South Dakota
$2.97M +$890K +4,876 +54%
OWP
1158
Old Well Partners
North Carolina
$2.95M +$3.02M +16,550 New
CII
1159
Capital International Inc
California
$2.95M -$584K -3,200 -16%
WG
1160
Watchman Group
Texas
$2.95M -$11.5K -63 -0.4%
IP
1161
Intellectus Partners
California
$2.95M +$95K +520 +3%
GKFF
1162
George Kaiser Family Foundation
Oklahoma
$2.94M -$14.4K -79 -0.5%
B
1163
Brightworth
Georgia
$2.94M -$69.9K -383 -2%
BFC
1164
Blue Fin Capital
Rhode Island
$2.94M -$30.9K -169 -1%
CFFP
1165
Center for Financial Planning
Michigan
$2.92M +$771K +4,224 +35%
CIC
1166
Chilton Investment Company
Connecticut
$2.92M -$395K -2,165 -12%
PV
1167
Private Vista
Illinois
$2.92M -$580K -3,177 -16%
FGP
1168
Foyston, Gordon, & Payne
Ontario, Canada
$2.91M
MAM
1169
Martingale Asset Management
Massachusetts
$2.91M -$350K -1,919 -11%
CAM
1170
Cidel Asset Management
Ontario, Canada
$2.9M
GIP
1171
Granite Investment Partners
California
$2.9M -$164K -900 -5%
CRC
1172
Curi RMB Capital
Illinois
$2.9M -$99.5K -545 -3%
BPC
1173
Banque Pictet & Cie
Switzerland
$2.89M -$4.59M -25,110 -61%
DI
1174
DAGCO Inc
Ohio
$2.88M +$24.7K +135 +0.8%
SWA
1175
Stratos Wealth Advisors
Ohio
$2.87M +$1.49M +8,170 +103%

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.