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
WCA
1976
Windsor Creek Advisors
Vermont
$636K -$21.5K -118 -3%
PCFFS
1977
Pacific Center for Financial Services
California
$636K
FPGK
1978
Financial Partners Group (Kansas)
Kansas
$636K +$119K +653 +22%
CNBT
1979
Cornerstone National Bank & Trust
Illinois
$636K +$115M +631,819 +15,666%
AWM
1980
AllSquare Wealth Management
New York
$635K
KA
1981
KLCM Advisors
Wisconsin
$634K -$9.13K -50 -1%
CAGAS
1982
Capital Advisory Group Advisory Services
Minnesota
$634K +$521K +2,854 +411%
WAAG
1983
Wealth Alliance Advisory Group
Kansas
$631K +$45.1K +247 +8%
CRWM
1984
Castle Rock Wealth Management
California
$631K +$168K +921 +41%
SG
1985
Strid Group
Pennsylvania
$630K
BMM
1986
Buffington Mohr McNeal
Idaho
$630K +$45.7K +250 +8%
SVCP
1987
Silicon Valley Capital Partners
California
$629K -$526K -2,879 -45%
PC
1988
Permit Capital
Pennsylvania
$629K +$36.5K +200 +6%
ACM
1989
Alta Capital Management
Utah
$628K -$141K -774 -18%
FNBOSM
1990
First National Bank of South Miami
Florida
$626K -$30.9K -169 -5%
DA
1991
Detalus Advisors
Missouri
$626K +$640K +3,507 New
TA
1992
TCG Advisors
Texas
$626K +$640K +3,507 New
GCP
1993
Gill Capital Partners
Colorado
$624K -$261K -1,427 -29%
RHBC
1994
R.H. Bluestein & Co
Michigan
$622K -$1.83M -10,000 -74%
LPIC
1995
LeJeune Puetz Investment Counsel
Michigan
$622K
SA
1996
Sunesis Advisors
Kansas
$622K
SMI
1997
Shelter Mutual Insurance
Missouri
$620K -$98.6K -540 -13%
VC
1998
Veracity Capital
Georgia
$620K -$49.7K -272 -7%
VAG
1999
VisionPoint Advisory Group
Texas
$619K -$18.3K -100 -3%
LF
2000
LifeSteps Financial
California
$619K +$44.6K +244 +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.