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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
YWP
1276
YorkBridge Wealth Partners
New York
$2.39M +$17K +93 +0.7%
PFO
1277
Pathstone Family Office
New Jersey
$2.38M -$200K -1,095 -8%
CNFG
1278
Creegan & Nassoura Financial Group
New Hampshire
$2.38M -$27.4K -150 -1%
AOWM
1279
Alpha Omega Wealth Management
Virginia
$2.37M -$18.3K -100 -0.7%
OC
1280
Oarsman Capital
Wisconsin
$2.36M +$716K +3,922 +42%
DIA
1281
Dana Investment Advisors
Wisconsin
$2.36M -$50.6K -277 -2%
AI
1282
Accredited Investors
Minnesota
$2.35M -$150K -821 -6%
NSIM
1283
North Star Investment Management
Illinois
$2.35M -$48.9K -268 -2%
MMPW
1284
Mitchell McLeod Pugh & Williams
Alabama
$2.34M +$28.3K +155 +1%
BIM
1285
Barton Investment Management
Pennsylvania
$2.33M -$493K -2,700 -17%
CCT
1286
Capital City Trust
Florida
$2.33M +$229K +1,255 +11%
MCM
1287
Mitchell Capital Management
Kansas
$2.33M +$1.64K +9 +0.1%
ECM
1288
ETrade Capital Management
Virginia
$2.33M -$146K -800 -6%
PTP
1289
Platform Technology Partners
New York
$2.33M -$76.3K -418 -3%
SFFS
1290
Stonehage Fleming Financial Services
Jersey
$2.32M +$280K +1,535 +13%
NAM
1291
NorthCoast Asset Management
Connecticut
$2.32M -$645K -3,530 -21%
AP
1292
Appleton Partners
Massachusetts
$2.32M -$25.7K -141 -1%
PIA
1293
Pinion Investment Advisors
Kansas
$2.31M +$110K +604 +5%
CWA
1294
Clarity Wealth Advisors
California
$2.31M +$82.4K +451 +4%
PIA
1295
Perennial Investment Advisors
California
$2.3M +$11K +60 +0.5%
KWA
1296
KCS Wealth Advisory
California
$2.29M +$534K +2,926 +29%
EF
1297
Empirical Finance
Pennsylvania
$2.29M +$289K +1,582 +14%
Dodge & Cox
1298
Dodge & Cox
California
$2.29M
BCM
1299
Breiter Capital Management
Florida
$2.29M +$48.4K +265 +2%
NNP
1300
Nachman Norwood & Parrott
South Carolina
$2.28M -$39.8K -218 -2%

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.