We are live on ! Find out more
BRK.B icon

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
AFIA
1401
America First Investment Advisors
Nebraska
$1.9M -$76.3K -418 -4%
FWM
1402
Focused Wealth Management
New York
$1.9M +$11.3K +62 +0.6%
PNC
1403
Park National Corp
Ohio
$1.9M -$33.2K -182 -2%
AAM
1404
Aureus Asset Management
Massachusetts
$1.89M -$3.65K -20 -0.2%
AIC
1405
Ameritas Investment Company
Nebraska
$1.89M -$741K -4,059 -28%
BW
1406
Bison Wealth
Georgia
$1.87M +$182K +994 +10%
WIA
1407
Wealthstreet Investment Advisors
Texas
$1.87M -$14.6K -80 -0.8%
LFA
1408
Landmark Financial Advisors
Kentucky
$1.87M -$11.3K -62 -0.6%
HAG
1409
HighPoint Advisor Group
Illinois
$1.87M
ATPW
1410
Ashton Thomas Private Wealth
Arizona
$1.86M +$273K +1,496 +17%
FNC
1411
First National Corp
Massachusetts
$1.86M +$33.2K +182 +2%
CPIA
1412
Cornell Pochily Investment Advisors
New York
$1.86M +$92.2K +505 +5%
KTC
1413
Kistler-Tiffany Companies
Pennsylvania
$1.86M +$246K +1,346 +15%
JFA
1414
JNBA Financial Advisors
Minnesota
$1.86M +$30.9K +169 +2%
RBFC
1415
Roman Butler Fullerton & Co
Missouri
$1.85M -$625K -3,424 -25%
RFA
1416
Reilly Financial Advisors
California
$1.85M -$8.46M -46,306 -82%
HDIM
1417
Hanson & Doremus Investment Management
Vermont
$1.85M +$8.4K +46 +0.4%
BCM
1418
Brookstone Capital Management
Illinois
$1.85M -$98.1K -537 -5%
CBFP
1419
Cedar Brook Financial Partners
Ohio
$1.85M -$94.4K -517 -5%
LWM
1420
Laidlaw Wealth Management
New York
$1.85M +$224K +1,228 +13%
VCA
1421
Verdence Capital Advisors
Maryland
$1.84M -$140K -769 -7%
SFA
1422
Semmax Financial Advisors
North Carolina
$1.84M +$293K +1,605 +18%
DBRC
1423
D.B. Root & Company
Pennsylvania
$1.83M -$23.2K -127 -1%
EWM
1424
Evermay Wealth Management
Virginia
$1.83M +$104K +570 +6%
PS
1425
Portfolio Strategies
New York
$1.83M

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.