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
BMC
2126
Beaton Management Company
Massachusetts
$504K
SB
2127
Sunflower Bank
Texas
$503K +$516K +2,823 New
PCTC
2128
Perkins Coie Trust Company
Washington
$502K -$28.9K -158 -5%
LBC
2129
Lawrence B. Cohen
$500K -$137K -750 -21%
SAM
2130
Seelaus Asset Management
New Jersey
$499K -$71.2K -390 -12%
LB
2131
Legacy Bridge
Iowa
$496K -$55.3K -303 -10%
CCM
2132
Colorado Capital Management
Colorado
$496K
CS
2133
Capital Square
Tennessee
$495K +$81.3K +445 +19%
TLP
2134
Trinity Legacy Partners
Texas
$493K -$11.3K -62 -2%
AWM
2135
Aevitas Wealth Management
Massachusetts
$492K +$3.1K +17 +0.6%
CPA
2136
Capital Planning Advisors
California
$491K -$22.5K -123 -4%
BCM
2137
Bienville Capital Management
New York
$489K
SSWM
2138
Sheets Smith Wealth Management
North Carolina
$489K +$108K +590 +27%
VWM
2139
Venturi Wealth Management
Texas
$488K -$394K -2,155 -44%
MPCG
2140
Matrix Private Capital Group
New York
$486K +$20.3K +111 +4%
TFF
2141
The Family Firm
Maryland
$484K -$104K -572 -17%
CYG
2142
Clean Yield Group
Vermont
$484K
JCM
2143
Jag Capital Management
Missouri
$484K
MPIA
2144
Mountain Pacific Investment Advisers
Idaho
$483K
BOM
2145
Bank of Marin
California
$483K +$116K +634 +31%
CWM
2146
Connecticut Wealth Management
Connecticut
$482K +$157K +858 +47%
KPF
2147
K2 Principal Fund
Ontario, Canada
$482K +$493K +2,700 New
BHBT
2148
Burke & Herbert Bank & Trust
Virginia
$481K -$38.4K -210 -7%
TCM
2149
Tandem Capital Management
New Jersey
$479K -$76.2K -417 -13%
DSN
2150
D. Scott Neal
Kentucky
$479K

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.