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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
GI
1326
GS Investments
Minnesota
$2.15M +$79.4K +435 +4%
BOTW
1327
Bank of the West
California
$2.15M -$407K -2,226 -16%
GWCM
1328
Godshalk Welsh Capital Management
Pennsylvania
$2.15M -$74.9K -410 -3%
B
1329
Bellecapital
Switzerland
$2.15M +$1.13M +6,175 +105%
WTB
1330
Washington Trust Bank
Washington
$2.14M -$342K -1,871 -13%
CAS
1331
Cascadia Advisory Services
Oregon
$2.14M +$2.19M +12,010 New
MHIC
1332
Marble Harbor Investment Counsel
Massachusetts
$2.14M -$183K -1,000 -8%
IIC
1333
Ironwood Investment Counsel
Arizona
$2.14M +$248K +1,358 +13%
PG
1334
Patten Group
Tennessee
$2.13M +$41.1K +225 +2%
CWS
1335
Cypress Wealth Services
California
$2.13M +$120K +656 +6%
FLPIM
1336
F.L. Putnam Investment Management
Massachusetts
$2.13M -$144K -789 -6%
WPA
1337
Winning Points Advisors
Florida
$2.13M -$13K -71 -0.6%
NIA
1338
Northstar Investment Advisors
Colorado
$2.11M -$542K -2,970 -20%
HPCM
1339
High Pointe Capital Management
Illinois
$2.11M -$82.2K -450 -4%
CAG
1340
Curtis Advisory Group
California
$2.11M -$4.46M -24,425 -67%
AWM
1341
Aberdeen Wealth Management
Illinois
$2.11M +$2.15M +11,796 New
MF
1342
Manchester Financial
California
$2.1M +$37.8K +207 +2%
BIAS
1343
Beacon Investment Advisory Services
New Jersey
$2.1M +$70.3K +385 +3%
GAM
1344
Grandview Asset Management
Pennsylvania
$2.1M +$1.49M +8,161 +226%
PL
1345
Plancorp LLC
Missouri
$2.1M -$6.39K -35 -0.3%
KWM
1346
Kingsview Wealth Management
Oregon
$2.1M +$674K +3,691 +46%
CF
1347
Centaurus Financial
California
$2.09M +$356K +1,952 +20%
BI
1348
Bramshill Investments
Florida
$2.09M +$921K +5,044 +76%
CT
1349
Coastline Trust
Rhode Island
$2.08M +$11.9K +65 +0.6%
WANY
1350
Wealthspire Advisors (New York)
New York
$2.08M -$7.18M -39,290 -77%

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.