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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
FWSM
1351
First Wilshire Securities Management
California
$2.07M +$256K +1,400 +14%
CCM
1352
Condor Capital Management
New Jersey
$2.07M +$115K +628 +6%
DFA
1353
Delta Financial Advisors
Louisiana
$2.06M +$119K +649 +6%
AA
1354
Apriem Advisors
California
$2.06M -$2.74K -15 -0.1%
DA
1355
DCF Advisers
Connecticut
$2.05M -$639K -3,500 -23%
BCWM
1356
Blue Chip Wealth Management
Florida
$2.05M -$206K -1,129 -9%
MCM
1357
Marathon Capital Management
Maryland
$2.05M -$5.84K -32 -0.3%
HCA
1358
Horan Capital Advisors
Ohio
$2.04M -$28.9K -158 -1%
CASB
1359
Cape Ann Savings Bank
Massachusetts
$2.04M +$2.09M +11,442 New
EWA
1360
Evolution Wealth Advisors
Florida
$2.04M -$20.3K -111 -1%
TSS
1361
Thomas Story & Son
Indiana
$2.03M +$537K +2,938 +35%
PP
1362
PDS Planning
Ohio
$2.03M -$4.02K -22 -0.2%
SBSB
1363
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.03M +$6.39K +35 +0.3%
FCB
1364
First Command Bank
Texas
$2.02M -$44K -241 -2%
FCFS
1365
First Command Financial Services
Texas
$2.02M -$44K -241 -2%
LIM
1366
Lathrop Investment Management
Arkansas
$2.02M +$20.6K +113 +1%
MSR
1367
Main Street Research
Connecticut
$2.02M +$499K +2,732 +32%
BCM
1368
Blume Capital Management
California
$2.02M +$29.2K +160 +1%
DI
1369
DFPG Investments
Utah
$2.02M -$167K -917 -8%
RCA
1370
Rowland Carmichael Advisors
Arizona
$2.02M +$502K +2,749 +32%
NISOA
1371
National Investment Services of America
Wisconsin
$2.01M +$14.2K +78 +0.7%
CAAS
1372
Capital Asset Advisory Services
Michigan
$2.01M +$75.6K +414 +5%
OPA
1373
Old Port Advisors
Maine
$1.99M +$267K +1,460 +15%
NCM
1374
Next Capital Management
New York
$1.99M +$101K +551 +5%
GSWM
1375
Golden State Wealth Management
California
$1.98M +$1.26M +6,879 +162%

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.