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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
Cambridge Investment Research Advisors
176
Cambridge Investment Research Advisors
Iowa
$91M +$8.04M +44,010 +9%
MIM
177
MetLife Investment Management
New Jersey
$90M -$4.57K -25 -0%
CG
178
Colony Group
Massachusetts
$89.8M +$47.7M +261,268 +108%
ACI
179
AMP Capital Investors
Australia
$87.6M -$5.98M -32,751 -6%
GA
180
Greenhaven Associates
New York
$86.2M +$88.2M +482,902 New
UCFA
181
United Capital Financial Advisors
Texas
$86.1M +$10M +54,856 +13%
Axa
182
Axa
France
$86M -$2.23M -12,223 -2%
WM
183
WS Management
Florida
$85.2M +$61.4M +335,975 +237%
RI
184
RWWM Inc
California
$83.9M +$49.9M +273,402 +139%
MCI
185
McDonald Capital Investors
California
$83.5M -$5.33M -29,178 -6%
VanEck Associates
186
VanEck Associates
New York
$83M +$12.6M +69,233 +17%
BAM
187
Burgundy Asset Management
Ontario, Canada
$82.2M +$17.5M +95,819 +26%
M&T Bank
188
M&T Bank
New York
$80.9M -$3.6M -19,722 -4%
BCWM
189
Bartlett & Co Wealth Management
Ohio
$80.7M -$1.64M -8,974 -2%
BC
190
Bartlett & Co
Ohio
$80.7M -$1.68M -9,224 -2%
Comerica Bank
191
Comerica Bank
Texas
$80.6M +$3.27M +17,920 +4%
PAM
192
Panagora Asset Management
Massachusetts
$80.3M -$5.61M -30,733 -6%
CB
193
Cooke & Bieler
Pennsylvania
$79.8M +$7.47M +40,926 +10%
VRS
194
Virginia Retirement Systems
Virginia
$78.5M +$22.8M +124,800 +40%
TAM
195
Timucuan Asset Management
Florida
$76.9M -$54.1K -296 -0.1%
VIM
196
Veritas Investment Management
United Kingdom
$76.2M -$765K -4,190 -1%
SCM
197
Shapiro Capital Management
Georgia
$73.6M +$4.13M +22,596 +6%
SOADOR
198
State of Alaska Department of Revenue
Alaska
$73.2M +$4.73M +25,882 +7%
BCM
199
Bronte Capital Management
Australia
$72.4M +$3.65M +20,002 +5%
MAM
200
Madison Asset Management
Wisconsin
$72.3M -$5.16M -28,240 -7%

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.