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
PA
2001
PFG Advisors
Arizona
$619K +$60.8K +333 +11%
SIAS
2002
Shine Investment Advisory Services
Colorado
$619K +$634K +3,469 New
SCA
2003
Stonebridge Capital Advisors
Minnesota
$615K +$4.57K +25 +0.7%
JMFC
2004
J.M. Forbes & Co
Massachusetts
$614K +$24.5K +134 +4%
TCM
2005
Towercrest Capital Management
Pennsylvania
$612K +$288K +1,578 +85%
AWMG
2006
Alliance Wealth Management Group
New Jersey
$611K +$288K +1,578 +85%
MF
2007
Magnetar Financial
Illinois
$610K +$624K +3,416 New
ACM
2008
Argent Capital Management
Missouri
$609K
AF
2009
Affiance Financial
Minnesota
$609K +$32K +175 +5%
ACA
2010
Ackerman Capital Advisors
Texas
$608K -$316K -1,730 -34%
BWA
2011
Beam Wealth Advisors
Louisiana
$608K -$46.6K -255 -7%
PG
2012
Proffitt & Goodson
Tennessee
$607K -$36.3K -199 -6%
HIIFS
2013
Harel Insurance Investments & Financial Services
Israel
$607K +$2.74K +15 +0.4%
OHS
2014
Odey Holdings (Switzerland)
Switzerland
$607K +$247K +1,350 +66%
CMI
2015
Clare Market Investments
Texas
$607K -$25.6K -140 -4%
AC
2016
Aristides Capital
Kentucky
$606K
PPW
2017
Parcion Private Wealth
Washington
$604K +$24.3K +133 +4%
BI
2018
Ballast Inc
Kentucky
$603K -$36.5K -200 -6%
DBG
2019
De Burlo Group
Massachusetts
$603K
PHIMC
2020
Private Harbour Investment Management & Counsel
Ohio
$602K
ANB
2021
Amarillo National Bank
Texas
$601K
CSS
2022
Cubist Systematic Strategies
Connecticut
$600K -$13.9M -76,015 -96%
CWM
2023
Centric Wealth Management
Illinois
$598K +$358K +1,960 +141%
AFA
2024
Atlanta Financial Associates
Georgia
$596K +$7.12K +39 +1%
MCPPUI
2025
MIC Capital Partners (Public) (US) IM
United Arab Emirates
$595K +$324K +1,772 +113%

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.