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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
EGA
1626
E&G Advisors
Texas
$1.27M +$7.3K +40 +0.6%
AT
1627
Arden Trust
Delaware
$1.26M -$58.8K -322 -4%
WIA
1628
World Investment Advisors
California
$1.26M +$296K +1,619 +38%
S
1629
SimplyRich
California
$1.26M +$11.1K +61 +0.9%
QCM
1630
Quest Capital Management
Texas
$1.26M +$2.19K +12 +0.2%
SCM
1631
Silvant Capital Management
Georgia
$1.26M -$567K -3,107 -31%
BBNA
1632
Bremer Bank National Association
Minnesota
$1.26M -$77.1K -422 -6%
SW
1633
SlateStone Wealth
Florida
$1.26M -$2.74K -15 -0.2%
ST
1634
Sabal Trust
Florida
$1.26M -$95.9K -525 -7%
BRWM
1635
B. Riley Wealth Management
Tennessee
$1.25M -$3.83M -20,984 -75%
GWM
1636
Greenwich Wealth Management
Connecticut
$1.25M +$106K +582 +9%
SAM
1637
SignalPoint Asset Management
Missouri
$1.25M +$15K +82 +1%
PCIA
1638
Prime Capital Investment Advisors
Kansas
$1.25M +$638K +3,495 +99%
OCPWS
1639
One Charles Private Wealth Services
Massachusetts
$1.25M +$1.18M +6,484 New
LW
1640
Linscomb Wealth
Texas
$1.25M -$36.9K -202 -3%
SIA
1641
Soltis Investment Advisors
Utah
$1.25M -$1.28K -7 -0.1%
HAI
1642
Hennessy Advisors Inc
California
$1.25M -$457K -2,500 -26%
SFSIG
1643
San Francisco Sentry Investment Group
California
$1.25M -$83.1K -455 -6%
THWM
1644
Taylor Hoffman Wealth Management
Virginia
$1.25M +$118K +644 +10%
SMC
1645
Smith, Moore & Co
Missouri
$1.25M -$548 -3 -0%
FC
1646
Ferris Capital
Massachusetts
$1.25M +$17.7K +97 +1%
RWM
1647
Ritholtz Wealth Management
New York
$1.25M +$125K +683 +11%
OAM
1648
Occidental Asset Management
California
$1.25M +$27K +148 +2%
ACM
1649
Ashford Capital Management
Delaware
$1.24M -$277K -1,518 -18%
LCAM
1650
London & Capital Asset Management
United Kingdom
$1.24M +$889K +4,870 +234%

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.