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
NSB
2101
Norway Savings Bank
Maine
$522K +$69.4K +380 +15%
W
2102
WealthOne
New York
$520K +$65.2K +357 +14%
CP
2103
Camelot Portfolios
Ohio
$518K -$49.7K -272 -9%
RHAM
2104
Round Hill Asset Management
California
$518K -$27.4K -150 -5%
CT
2105
Columbia Trust
Oregon
$517K +$5.48K +30 +1%
MA
2106
MCF Advisors
Kentucky
$516K -$638K -3,493 -55%
SSA
2107
South Street Advisors
New York
$516K
MMG
2108
Monetary Management Group
Missouri
$515K -$13.7K -75 -3%
PCM
2109
Prelude Capital Management
New York
$515K +$160K +876 +44%
WB
2110
West Bancorporation
Iowa
$514K +$3.47K +19 +0.7%
CFD
2111
Creative Financial Designs
Indiana
$514K +$39.1K +214 +8%
SIC
2112
Samalin Investment Counsel
New York
$513K +$60.3K +330 +13%
PPP
2113
Private Portfolio Partners
New Jersey
$512K -$136K -742 -21%
AIM
2114
ARGA Investment Management
Connecticut
$512K +$524K +2,870 New
SF
2115
Symphony Financial
Texas
$511K -$982K -5,377 -65%
CA
2116
Claro Advisors
Massachusetts
$511K -$23.9K -131 -4%
KIC
2117
Keating Investment Counselors
Florida
$510K
CGA
2118
Crescent Grove Advisors
Illinois
$509K -$168K -920 -24%
FEG
2119
Financial Enhancement Group
Indiana
$509K +$11.1K +61 +2%
LWPC
2120
Legacy Wealth Partners (California)
California
$508K +$70.9K +388 +16%
CIS
2121
Capital International Sarl
California
$508K +$101K +554 +24%
BWP
2122
Bernardo Wealth Planning
Pennsylvania
$508K +$152K +831 +41%
SCM
2123
Schnieders Capital Management
California
$506K -$69K -378 -12%
CMP
2124
Courage Miller Partners
Virginia
$506K
OAM
2125
Oak Asset Management
California
$506K +$11.3K +62 +2%

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.