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
CFO
1476
CVA Family Office
Colorado
$1.67M -$10.2K -56 -0.6%
WC
1477
Weil Company
California
$1.66M -$103K -562 -6%
IIM
1478
Intact Investment Management
Quebec, Canada
$1.66M -$274K -1,500 -14%
VPIM
1479
Vanguard Personalized Indexing Management
California
$1.66M +$59.5K +326 +4%
AMC
1480
Asset Management Corp
Illinois
$1.66M +$200K +1,095 +13%
WAM
1481
Weatherly Asset Management
California
$1.65M
RCG
1482
Rock Creek Group
District of Columbia
$1.65M +$1.69M +9,241 New
BA
1483
Ballast Advisors
Minnesota
$1.65M +$172K +940 +11%
VMPIC
1484
Varma Mutual Pension Insurance Co
Finland
$1.65M +$1.69M +9,227 New
SDH
1485
Sloy Dahl & Holst
Washington
$1.65M -$170K -931 -9%
SCM
1486
SOL Capital Management
Maryland
$1.65M -$81.3K -445 -5%
RIM
1487
Regent Investment Management
Kentucky
$1.65M +$5.66K +31 +0.3%
Credit Agricole
1488
Credit Agricole
France
$1.64M +$496K +2,716 +42%
PFS
1489
Physicians Financial Services
North Carolina
$1.64M +$42.4K +232 +3%
AMM
1490
American Money Management
California
$1.64M -$12.8K -70 -0.8%
MFG
1491
Merit Financial Group
Georgia
$1.64M +$94K +515 +6%
BWM
1492
BerganKDV Wealth Management
Minnesota
$1.63M +$193K +1,057 +13%
OSAM
1493
O'Shaughnessy Asset Management
Connecticut
$1.63M +$1.18M +6,459 +243%
KPW
1494
Kore Private Wealth
New York
$1.62M +$201K +1,099 +14%
LL
1495
LPWM LLC
Minnesota
$1.62M -$19.2K -105 -1%
QFA
1496
Quattro Financial Advisors
Texas
$1.62M +$1.66M +9,071 New
SW
1497
SteelPeak Wealth
California
$1.6M -$31K -170 -2%
BCI
1498
Brinker Capital Investments
Pennsylvania
$1.6M +$665K +3,642 +68%
KCM
1499
Karp Capital Management
California
$1.6M -$122K -670 -7%
SIG
1500
Sargent Investment Group
Maryland
$1.6M +$316K +1,730 +24%

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.