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
W
2176
WealthStone
Ohio
$449K +$158K +864 +52%
MG
2177
Meritage Group
California
$448K +$459K +2,511 New
I
2178
IberiaBank
Louisiana
$447K -$202K -1,105 -31%
VIP
2179
Vantage Investment Partners
Missouri
$446K
MAA
2180
Matrix Asset Advisors
New York
$446K +$4.75K +26 +1%
GG
2181
Gleason Group
Kentucky
$445K -$18.3K -100 -4%
OLA
2182
Oliver Luxxe Assets
New Jersey
$445K +$5.48K +30 +1%
S
2183
Surevest
California
$443K -$69.6K -381 -13%
OAJ
2184
Ogorek Anthony Joseph
New York
$443K -$13.7K -75 -3%
FFG
2185
Ford Financial Group
California
$442K +$195K +1,070 +76%
HFBOT
2186
Home Federal Bank of Tennessee
Tennessee
$441K
HC
2187
Hamilton Capital
Ohio
$441K +$40.2K +220 +10%
CWP
2188
CFM Wealth Partners
Texas
$440K
FIA
2189
Foundations Investment Advisors
Arizona
$440K +$20.8K +114 +5%
HP
2190
HT Partners
Connecticut
$440K +$26.5K +145 +6%
HHGA
2191
Halbert Hargrove Global Advisors
California
$439K -$15.7K -86 -3%
FIM
2192
Fernwood Investment Management
Massachusetts
$437K -$133K -726 -23%
AIA
2193
Angeles Investment Advisors
California
$437K -$83.8K -459 -16%
DDPIC
2194
Deroy & Devereaux Private Investment Counsel
Michigan
$436K -$27.4K -150 -6%
BRA
2195
Biechele Royce Advisors
Indiana
$436K +$50.2K +275 +13%
CCM
2196
Crossvault Capital Management
Texas
$435K -$4.57K -25 -1%
NCM
2197
Noesis Capital Mangement
Florida
$434K -$132K -725 -23%
SWM
2198
Sugarloaf Wealth Management
Georgia
$433K
LWA
2199
Lenox Wealth Advisors
New York
$432K -$16.8K -92 -4%
RP
2200
Rowlandmiller & Partners
Georgia
$429K +$21.9K +120 +5%

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.