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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
NB
1701
Northwest Bancshares
Pennsylvania
$1.13M +$183K +1,000 +19%
FC
1702
FORA Capital
Florida
$1.12M +$1.02M +5,590 +796%
IF
1703
Intrua Financial
Texas
$1.12M +$964K +5,277 New
PFA
1704
Professional Financial Advisors
Nebraska
$1.11M +$44.6K +244 +4%
MLFP
1705
MPS Loria Financial Planners
Illinois
$1.11M +$207K +1,133 +22%
EDRIA
1706
Edmonds Duncan Registered Investment Advisors
Kansas
$1.11M
CB
1707
Community Bank
New York
$1.1M +$59.4K +325 +6%
AC
1708
Avestar Capital
New York
$1.1M +$14.4K +79 +1%
PA
1709
Procyon Advisors
Connecticut
$1.1M +$25.6K +140 +2%
SL
1710
Stevard LLC
Illinois
$1.1M -$158K -865 -12%
DI
1711
Dalton Investments
Nevada
$1.1M
OC
1712
Oakworth Capital
Alabama
$1.09M -$18.3K -100 -2%
DCM
1713
Dimension Capital Management
Florida
$1.09M +$95.9K +525 +9%
AWE
1714
Avidian Wealth Enterprises
Texas
$1.09M +$105K +574 +10%
HA
1715
HYA Advisors
Missouri
$1.08M +$2.74K +15 +0.2%
UBG
1716
United Bank (Georgia)
Georgia
$1.08M +$45.7K +250 +4%
HFG
1717
Heron Financial Group
New York
$1.07M
PTC
1718
Provident Trust Company
Wisconsin
$1.07M
VCM
1719
Vision Capital Management
Oregon
$1.07M
MFW
1720
Meristem Family Wealth
Minnesota
$1.07M +$161K +883 +17%
W
1721
Wealthquest
Ohio
$1.07M +$1.09M +5,994 New
BWA
1722
Burt Wealth Advisors
Maryland
$1.07M +$48.6K +266 +5%
HIC
1723
Holderness Investments Company
North Carolina
$1.06M
FTI
1724
Fiduciary Trust International
Massachusetts
$1.06M -$135K -739 -11%
EA
1725
Ellsworth Advisors
Ohio
$1.06M +$1.09M +5,952 New

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.