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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
GBT
2226
Grove Bank & Trust
Florida
$408K -$45.3K -248 -10%
VBFP
2227
Valtinson Bruner Financial Planning
Minnesota
$408K
LFASL
2228
Lugano Financial Advisors SA (LFA)
Switzerland
$407K
CAM
2229
Congress Asset Management
Massachusetts
$406K +$18.3K +100 +5%
SWRP
2230
Summit Wealth & Retirement Planning
California
$405K -$116K -634 -22%
TAM
2231
Trillium Asset Management
Massachusetts
$405K -$22.8K -125 -5%
MCM
2232
MV Capital Management
Maryland
$404K
SFG
2233
StrategIQ Financial Group
Indiana
$402K +$18.3K +100 +5%
FBT
2234
First Bank & Trust
South Dakota
$401K -$31.8K -174 -7%
OA
2235
Oxbow Advisors
Texas
$401K -$31K -170 -7%
SHGA
2236
Sand Hill Global Advisors
California
$401K +$23.7K +130 +6%
ACWM
2237
Adams Chetwood Wealth Management
North Carolina
$401K +$72.1K +395 +21%
AHB
2238
Abner Herrman & Brock
New Jersey
$400K -$8.4K -46 -2%
RWMH
2239
Riverpoint Wealth Management Holdings
Illinois
$398K -$169K -928 -29%
CWG
2240
Cornerstone Wealth Group
North Carolina
$398K -$18.8K -103 -4%
BP
2241
Broadleaf Partners
Ohio
$397K +$36.5K +200 +10%
KCM
2242
Kornitzer Capital Management
Kansas
$395K -$903K -4,946 -69%
ABP
2243
Arthur B. Page
$395K
SFWC
2244
Strategic Family Wealth Counselors
New Jersey
$395K +$110K +600 +37%
GM
2245
GeoWealth Management
Illinois
$395K +$405K +2,218 New
MC
2246
Matisse Capital
Oregon
$394K
FEM
2247
Fulcrum Equity Management
Texas
$393K
AssetMark Inc
2248
AssetMark Inc
California
$391K -$13.7M -75,144 -97%
GIA
2249
Gladstone Institutional Advisory
Florida
$389K -$327K -1,793 -45%
FNBTCON
2250
First National Bank & Trust Co of Newtown
Pennsylvania
$388K +$32K +175 +9%

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.