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
DWM
1951
Dakota Wealth Management
Florida
$666K -$270K -1,479 -28%
Aristotle Capital Management
1952
Aristotle Capital Management
California
$666K +$33.1K +181 +5%
SIM
1953
SSI Investment Management
California
$665K -$10K -55 -1%
PP
1954
Patten & Patten
Tennessee
$664K -$25.9K -142 -4%
RA
1955
RFG Advisory
Alabama
$664K +$6.39K +35 +1%
SFS
1956
Strategic Financial Services
New York
$664K +$23K +126 +4%
CC
1957
Cedar Capital
Illinois
$660K +$44.7K +245 +7%
IP
1958
Investment Partners
Ohio
$658K -$23.2K -127 -3%
BA
1959
Bard Associates
Illinois
$658K -$18.3K -100 -3%
JFG
1960
JMG Financial Group
Illinois
$657K -$365K -2,000 -35%
CNB
1961
Camden National Bank
Maine
$657K -$76.2K -417 -10%
PT
1962
Plimoth Trust
Massachusetts
$655K +$51.1K +280 +8%
HR
1963
Hayden Royal
North Carolina
$654K -$256K -1,403 -28%
CCM
1964
Chilton Capital Management
Texas
$654K
NSAM
1965
North Star Asset Management
Wisconsin
$654K +$7.3K +40 +1%
WA
1966
Winfield Associates
Ohio
$652K -$22.8K -125 -3%
CC
1967
Cornerstone Capital
California
$650K +$16.1K +88 +2%
IC
1968
Investment Counsel
Michigan
$650K +$141K +770 +27%
WAOTB
1969
Wealth Advisors of Tampa Bay
Florida
$647K
GPFA
1970
Game Plan Financial Advisors
Ohio
$645K -$21.9K -120 -3%
WGA
1971
Weather Gauge Advisory
Virginia
$643K -$155K -850 -19%
WFM
1972
Wolff Financial Management
Michigan
$642K -$18.3K -100 -3%
LF
1973
Lantz Financial
Illinois
$640K -$167K -916 -20%
G
1974
GenTrust
Florida
$638K -$8.58K -47 -1%
MFS
1975
Mirabella Financial Services
United Kingdom
$637K +$651K +3,566 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.