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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
IFO
1826
Independent Family Office
New York
$850K -$11.9K -65 -1%
SIM
1827
Sadoff Investment Management
Wisconsin
$849K +$11.9K +65 +1%
COF
1828
Capital One Financial
Virginia
$848K -$167K -913 -16%
TCOT
1829
Trust Company of Toledo
Ohio
$848K -$12.2K -67 -1%
RCA
1830
Rex Capital Advisors
Rhode Island
$848K
KOMWMG
1831
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$848K +$14.6K +80 +2%
WA
1832
Wambolt & Associates
Colorado
$844K +$58.6K +321 +7%
FSA
1833
Fort Sheridan Advisors
Illinois
$844K +$94.6K +518 +12%
DC
1834
Diametric Capital
Massachusetts
$842K +$412K +2,254 +91%
RW
1835
RVW Wealth
California
$841K -$30.3K -166 -3%
OCM
1836
Orleans Capital Management
Louisiana
$839K +$858K +4,700 New
GIP
1837
Greatmark Investment Partners
Georgia
$838K -$33.8K -185 -4%
AWA
1838
Acorn Wealth Advisors
Michigan
$831K -$681K -3,730 -44%
PNAA
1839
Pictet North America Advisors
Switzerland
$830K
COLIM
1840
City of London Investment Management
United Kingdom
$830K +$849K +4,650 New
VCM
1841
Verde Capital Management
Michigan
$829K -$151K -825 -15%
AIM
1842
Acropolis Investment Management
Missouri
$827K +$26.5K +145 +3%
EMG
1843
ETF Managers Group
New Jersey
$827K +$853K +4,670 New
IFAM
1844
Institutional & Family Asset Management
Colorado
$823K -$162K -885 -16%
AFC
1845
AFT Forsyth & Company
Florida
$822K +$13.7K +75 +2%
HZ
1846
Hixon Zuercher
Ohio
$820K -$19.4K -106 -2%
LWM
1847
Liberty Wealth Management
California
$819K -$7.67K -42 -0.9%
QPWM
1848
Quadrant Private Wealth Management
Pennsylvania
$819K +$266K +1,456 +47%
CA
1849
Crewe Advisors
Utah
$819K +$657K +3,597 +363%
EFSCE
1850
Enterprise Financial Services Corp (EFSC)
Missouri
$818K -$462K -2,528 -36%

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.