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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
OCM
2251
One Capital Management
California
$387K -$340K -1,861 -46%
RIM
2252
Rockbridge Investment Management
New York
$387K +$396K +2,169 New
DWM
2253
Dorchester Wealth Management
Quebec, Canada
$385K -$386K -2,111 -49%
BAMG
2254
Brand Asset Management Group
Missouri
$385K -$256K -1,400 -39%
AFS
2255
Access Financial Services
Minnesota
$385K
FVCM
2256
F&V Capital Management
Florida
$385K +$394K +2,155 New
SWIG
2257
Strategic Wealth Investment Group
Kentucky
$384K -$108K -589 -21%
BSG
2258
Black Swift Group
Colorado
$384K
WAM
2259
Winslow Asset Management
Ohio
$383K -$9.13K -50 -2%
CIG
2260
Cairn Investment Group
Washington
$382K -$9.13K -50 -2%
AAM
2261
Augustine Asset Management
Florida
$378K +$6.94K +38 +2%
PIA
2262
Powell Investment Advisors
Florida
$377K +$42K +230 +12%
CIA
2263
Compass Ion Advisors
Pennsylvania
$377K +$184K +1,010 +92%
CCA
2264
Column Capital Advisors
Indiana
$374K +$29.6K +162 +8%
IC
2265
Intersect Capital
California
$373K -$241K -1,322 -39%
CWM
2266
Concentric Wealth Management
California
$372K
FA
2267
FC Advisory
Pennsylvania
$372K
APW
2268
Austin Private Wealth
Texas
$371K +$17.2K +94 +5%
PFGIA
2269
Patriot Financial Group Insurance Agency
Massachusetts
$371K +$21.9K +120 +6%
Members Trust
2270
Members Trust
Florida
$371K +$380K +2,081 New
APSI
2271
Asset Planning Services Inc
Louisiana
$370K -$68.5K -375 -15%
LIM
2272
Lagoda Investment Management
New York
$369K
TC
2273
Trilogy Capital
California
$368K +$353K +1,933 New
CC
2274
Colrain Capital
Massachusetts
$366K +$73K +400 +24%
HFS
2275
HBC Financial Services
Washington
$365K

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.