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
CNC
1776
Canandaigua National Corp
New York
$961K +$983K +5,383 New
PWA
1777
Physician Wealth Advisors
Utah
$960K -$53K -290 -6%
LP
1778
LGL Partners
Pennsylvania
$960K +$9.13K +50 +0.9%
ESB
1779
Essex Savings Bank
Connecticut
$953K +$3.65K +20 +0.4%
MWM
1780
Merriman Wealth Management
Washington
$952K -$660K -3,614 -40%
NQWM
1781
Northwest Quadrant Wealth Management
Oregon
$943K +$69.8K +382 +8%
SCG
1782
Sonata Capital Group
Washington
$939K +$155K +850 +19%
EWM
1783
EPG Wealth Management
Georgia
$938K -$286K -1,565 -23%
SIC
1784
SFE Investment Counsel
California
$937K +$14.6K +80 +2%
PAS
1785
Partnervest Advisory Services
California
$936K -$23K -126 -2%
AB
1786
Atlas Brown
Kentucky
$934K +$3.65K +20 +0.4%
AA
1787
Alesco Advisors
New York
$932K
TW
1788
TrinityPoint Wealth
Connecticut
$929K +$50.6K +277 +6%
WCG
1789
Weaver Consulting Group
California
$928K +$110K +600 +13%
CIP
1790
Convergence Investment Partners
Florida
$925K +$23.4K +128 +3%
MGWM
1791
Marks Group Wealth Management
Minnesota
$924K +$32.7K +179 +4%
PFA
1792
Pure Financial Advisors
California
$921K +$227K +1,243 +32%
GEA
1793
Glen Eagle Advisors
New Jersey
$920K +$651K +3,565 +224%
GC
1794
Gilbert & Cook
Iowa
$915K -$7.85K -43 -0.8%
LJAC
1795
L.J. Altfest & Co
New York
$908K -$177K -967 -16%
FC
1796
Farley Capital
New York
$907K
FCFC
1797
First Citizens Financial Corp
Iowa
$906K +$66.8K +366 +8%
MCM
1798
Maple Capital Management
Vermont
$898K -$49.3K -270 -5%
NL
1799
NVWM LLC
Pennsylvania
$898K -$5.48K -30 -0.6%
VCM
1800
Versant Capital Management
Arizona
$898K +$68.3K +374 +8%

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.