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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
WHG
1501
Westwood Holdings Group
Texas
$1.59M +$79.8K +437 +5%
SMFS
1502
Squar Milner Financial Services
California
$1.59M -$15.3K -84 -0.9%
GP
1503
Girard Partners
Pennsylvania
$1.59M -$92.8K -508 -5%
CA
1504
Calton & Associates
Florida
$1.59M +$39.1K +214 +2%
AIM
1505
Avity Investment Management
Connecticut
$1.59M +$484K +2,650 +43%
HWMG
1506
Hurlow Wealth Management Group
Indiana
$1.58M +$286K +1,566 +22%
PFSC
1507
Peoples Financial Services Corp
Pennsylvania
$1.58M -$36.5K -200 -2%
KC
1508
Knuff & Co
California
$1.57M -$77.6K -425 -5%
ACP
1509
Ashfield Capital Partners
California
$1.57M -$278K -1,520 -15%
AR
1510
Advisory Research
Illinois
$1.56M -$568K -3,108 -26%
GRP
1511
Global Retirement Partners
California
$1.55M +$239K +1,309 +18%
WCM
1512
Whitener Capital Management
North Carolina
$1.55M
CFS
1513
CRA Financial Services
New Jersey
$1.55M -$55K -301 -3%
AA
1514
Aufman Associates
Pennsylvania
$1.55M +$269K +1,475 +20%
JWCA
1515
J.W. Coons Advisors
Ohio
$1.54M +$37.6K +206 +2%
PCM
1516
Pennsylvania Capital Management
Pennsylvania
$1.54M +$867K +4,747 +122%
PP
1517
Professional Planning
California
$1.54M +$1.58M +8,646 New
WWM
1518
Windsor Wealth Management
Indiana
$1.54M -$25.2K -138 -2%
MCG
1519
MACRO Consulting Group
New Jersey
$1.54M +$16.8K +92 +1%
NIT
1520
NumerixS Investment Technologies
British Columbia, Canada
$1.53M -$965K -5,286 -38%
SAM
1521
Security Asset Management
New York
$1.53M -$114K -625 -7%
SXL
1522
Summit X LLC
Missouri
$1.53M +$130K +714 +9%
LWS
1523
Lucia Wealth Services
California
$1.53M +$234K +1,282 +18%
GVAG
1524
Great Valley Advisor Group
Delaware
$1.53M -$431K -2,360 -22%
PWMAG
1525
Pinnacle Wealth Management Advisory Group
New Jersey
$1.51M +$281K +1,540 +22%

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.