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
BBP
1801
Banco BTG Pactual
Brazil
$897K +$917K +5,023 New
VIA
1802
Vident Investment Advisory
Georgia
$895K +$331K +1,812 +57%
AIP
1803
Ahrens Investment Partners
Louisiana
$894K -$214K -1,174 -19%
FNFDCM
1804
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$894K
RIS
1805
Retirement Income Solutions
Michigan
$887K
AIA
1806
Arbor Investment Advisors
North Carolina
$887K +$3.83K +21 +0.4%
DAM
1807
Doheny Asset Management
California
$887K +$78.5K +430 +9%
BFO
1808
Biltmore Family Office
North Carolina
$885K -$60.8K -333 -6%
BWM
1809
BCS Wealth Management
Tennessee
$885K -$49.1K -269 -5%
VR
1810
Viridian RIA
Washington
$885K +$28.1K +154 +3%
WCM
1811
Weld Capital Management
New York
$885K +$906K +4,960 New
OPCM
1812
Osborne Partners Capital Management
California
$884K -$45.7K -250 -5%
NWP
1813
Northstar Wealth Partners
Connecticut
$882K -$75.4K -413 -8%
ECM
1814
ExodusPoint Capital Management
New York
$879K +$480K +2,628 +114%
SG
1815
StoneX Group
New York
$878K -$28.5K -156 -3%
PWSG
1816
Pacific Wealth Strategies Group
California
$876K
HBT
1817
Hills Bank & Trust
Iowa
$874K +$521K +2,853 +140%
JLBC
1818
J.L. Bainbridge & Co
Florida
$863K -$47.5K -260 -5%
HL
1819
HeadInvest LLC
Maine
$861K +$10.2K +56 +1%
ICM
1820
IMS Capital Management
Oregon
$861K +$50.6K +277 +6%
SIM
1821
Sonora Investment Management
Arizona
$860K -$45.5K -249 -5%
MWM
1822
Mattern Wealth Management
Kansas
$855K -$159K -869 -15%
NOCM
1823
Night Owl Capital Management
Connecticut
$855K
BMC
1824
Benin Management Corp
Connecticut
$851K +$82.2K +450 +10%
CWM
1825
Confluence Wealth Management
Oregon
$850K -$214K -1,174 -20%

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.