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
CFS
2426
Cannon Financial Strategists
Georgia
$238K +$244K +1,334 New
BFG
2427
Barber Financial Group
Kansas
$238K +$6.39K +35 +3%
ZAM
2428
Zevin Asset Management
Massachusetts
$238K +$18.3K +100 +8%
CL
2429
CSS LLC
Illinois
$238K +$243K +1,333 New
NEPPG
2430
New England Professional Planning Group
Rhode Island
$236K -$54.8K -300 -21%
CBN
2431
Cadence Bank NA
Texas
$234K -$27.6K -151 -10%
EFL
2432
ERn Financial LLC
Wisconsin
$234K +$22.3K +122 +10%
ACM
2433
AUA Capital Management
Pennsylvania
$232K -$95.9K -525 -29%
MC
2434
Miramar Capital
Illinois
$232K -$68.1K -373 -24%
BEC
2435
Blue Edge Capital
Virginia
$232K +$237K +1,299 New
KWM
2436
Keebeck Wealth Management
Illinois
$231K -$162K -888 -41%
CCM
2437
Cohen Capital Management
California
$231K
MWM
2438
Maltin Wealth Management
New Jersey
$231K +$21.9K +120 +10%
DFG
2439
Demars Financial Group
Washington
$230K
MMM
2440
Mendel Money Management
Illinois
$229K +$234K +1,281 New
HAS
2441
HBW Advisory Services
California
$228K +$233K +1,277 New
AF
2442
AtlasMark Financial
Texas
$228K
PFC
2443
Phocas Financial Corp
California
$226K +$232K +1,270 New
CPC
2444
Consolidated Planning Corp
Georgia
$225K -$46K -252 -17%
PCA
2445
Peddock Capital Advisors
Massachusetts
$225K
FAM
2446
Flaharty Asset Management
Florida
$225K +$230K +1,258 New
PS
2447
Portfolio Solutions
Michigan
$223K -$2.01K -11 -0.9%
IIM
2448
Ipswich Investment Management
Massachusetts
$223K
MAM
2449
Mastrapasqua Asset Management
Tennessee
$223K
HI
2450
Human Investing
Oregon
$222K

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.