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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
PFS
1426
Prospera Financial Services
Texas
$1.83M +$167K +913 +10%
TIA
1427
Tiemann Investment Advisors
California
$1.82M -$62.3K -341 -3%
IAM
1428
Iridian Asset Management
Connecticut
$1.82M +$100K +549 +6%
FI
1429
FormulaFolio Investments
Michigan
$1.82M +$192K +1,050 +12%
LA
1430
Lynch & Associates
Indiana
$1.81M +$95.9K +525 +5%
BCM
1431
BTR Capital Management
California
$1.81M -$91.3K -500 -5%
XSC
1432
X-Square Capital
Puerto Rico
$1.81M +$44.7K +245 +2%
BCA
1433
Berman Capital Advisors
Georgia
$1.81M -$312K -1,706 -14%
MCM
1434
Matarin Capital Management
New York
$1.81M -$901K -4,936 -33%
CH
1435
Canton Hathaway
Rhode Island
$1.8M +$913 +5 +0%
LSPW
1436
Lake Street Private Wealth
Illinois
$1.8M +$88.9K +487 +5%
CAI
1437
Capital Advisors Inc
Oklahoma
$1.8M +$95.3K +522 +6%
PWG
1438
Private Wealth Group
Florida
$1.8M +$268K +1,465 +17%
MWM
1439
Meridian Wealth Management
Kentucky
$1.79M +$806K +4,413 +78%
RHDIC
1440
R.H. Dinel Investment Counsel
California
$1.79M
EAM
1441
Eagle Asset Management
Florida
$1.79M -$5.11K -28 -0.3%
V
1442
VeraBank
Texas
$1.79M +$27.4K +150 +2%
HFM
1443
Hartford Financial Management
Connecticut
$1.79M +$1.58M +8,666 +642%
S
1444
Seeyond
France
$1.79M +$695K +3,805 +61%
MFG
1445
Magnus Financial Group
New York
$1.78M -$2.92K -16 -0.2%
MSFP
1446
Mark Sheptoff Financial Planning
Connecticut
$1.78M -$160K -874 -8%
TSWM
1447
Triangle Securities Wealth Management
North Carolina
$1.78M +$3.83K +21 +0.2%
WA1
1448
Wimmer Associates 1
California
$1.78M -$486K -2,661 -24%
PP
1449
Pegasus Partners
Wisconsin
$1.77M +$378K +2,069 +26%
PGWM
1450
Parisi Gray Wealth Management
New Jersey
$1.77M -$2.01K -11 -0.1%

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.