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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
BWP
1601
Baldwin Wealth Partners
Massachusetts
$1.33M -$76.3K -418 -5%
ACA
1602
Atlas Capital Advisors
Wyoming
$1.33M -$178K -974 -12%
DTIM
1603
Danda Trouve Investment Management
Kansas
$1.33M
MCCP
1604
Mission Creek Capital Partners
California
$1.32M +$22.1K +121 +2%
WP
1605
WealthSource Partners
California
$1.32M +$146K +798 +12%
JF
1606
JSF Financial
California
$1.32M +$14.2K +78 +1%
HP
1607
Hikari Power
Japan
$1.32M +$371K +2,030 +38%
PJB
1608
Paul John Balson
California
$1.32M -$790K -4,326 -37%
LCP
1609
Legacy Capital Partners
Wisconsin
$1.32M +$679K +3,720 +102%
MFW
1610
Mosaic Family Wealth
Missouri
$1.31M +$3.29K +18 +0.2%
XF
1611
XML Financial
Maryland
$1.31M -$18.1K -99 -1%
MJP
1612
Michael J. Puzo
$1.3M -$36.5K -200 -3%
CC
1613
Courier Capital
New York
$1.29M +$50.2K +275 +4%
KA
1614
Klingman & Associates
New York
$1.29M -$47.1K -258 -3%
MGIM
1615
M&G Investment Management
United Kingdom
$1.29M -$9.13K -50 -0.7%
PCS
1616
Personal CFO Solutions
New Jersey
$1.28M -$12.6K -69 -1%
QT
1617
Quantbot Technologies
New York
$1.28M +$1.31M +7,162 New
SPC
1618
Stewart & Patten Company
California
$1.28M -$22.8K -125 -2%
DA
1619
Duality Advisers
Florida
$1.28M +$1.31M +7,149 New
CBB
1620
Citizens Business Bank
California
$1.27M +$100K +550 +8%
NWA
1621
New World Advisors
Massachusetts
$1.27M +$145K +795 +15%
GWAG
1622
Garrett Wealth Advisory Group
Texas
$1.27M -$20.6K -113 -2%
TCM
1623
Tuttle Capital Management
Connecticut
$1.27M +$1.3M +7,119 New
WP
1624
WealthShield Partners
North Carolina
$1.27M +$605K +3,314 +87%
PSC
1625
Prentiss Smith & Co
Vermont
$1.27M

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.