We are live on ! Find out more
BRK.B icon

Berkshire Hathaway Class B

2,664 hedge funds and large institutions have $197B invested in Berkshire Hathaway Class B in 2020 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 877 increasing their positions, 1,233 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 88

45% more call options, than puts

Call options by funds: $5.14B | Put options by funds: $3.55B

18% more capital invested

Capital invested by funds: $167B → $197B (+$30.6B)

5% more funds holding in top 10

Funds holding in top 10: 419440 (+21)

2% more funds holding

Funds holding: 2,6142,664 (+50)

1.03% less ownership

Funds ownership: 67.22%66.18% (-1%)

29% less repeat investments, than reductions

Existing positions increased: 877 | Existing positions reduced: 1,233

Holders
2,664
Holders Change
+50
Holders Change %
+1.91%
% of All Funds
53.75%
Holding in Top 10
440
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+5.01%
% of All Funds
8.88%
New
165
Increased
877
Reduced
1,233
Closed
88
Calls
$5.14B
Puts
$3.55B
Net Calls
+$1.59B
Net Calls Change
+$1.46B
Name Holding Trade Value Shares
Change
Change in
Stake
WCWM
2476
Willow Creek Wealth Management
California
$252K -$55K -269 -19%
ACM
2477
Ayrshire Capital Management
Connecticut
$251K -$2.25K -11 -0.9%
CPC
2478
Cookson Peirce & Co
Pennsylvania
$251K +$241K +1,179 New
EWF
2479
Epstein & White Financial
California
$251K +$241K +1,179 New
MWM
2480
Maltin Wealth Management
New Jersey
$250K -$24.5K -120 -9%
CAN
2481
Claraphi Advisory Network
United States
$250K -$2.66K -13 -1%
WFWM
2482
Wechter Feldman Wealth Management
New Jersey
$250K -$1.23K -6 -0.5%
PCA
2483
Private Capital Advisors
Connecticut
$250K
AIA
2484
Alera Investment Advisors
Illinois
$249K -$131K -639 -35%
UWPG
2485
Ullmann Wealth Partners Group
Florida
$249K +$239K +1,167 New
CWA
2486
Carolina Wealth Advisors
South Carolina
$246K -$44K -215 -16%
HCA
2487
Harbour Capital Advisors
Virginia
$246K
CIS
2488
Connors Investor Services
Pennsylvania
$245K
SFA
2489
Souders Financial Advisors
Ohio
$245K +$219K +1,073 New
CCM
2490
Carderock Capital Management
Maryland
$245K +$235K +1,150 New
MWA
2491
MFA Wealth Advisors
Pennsylvania
$244K -$12.3K -60 -5%
FPIS
2492
Financial Planning & Information Services
Wisconsin
$244K
FCM
2493
Fortis Capital Management
Washington
$243K -$12.5K -61 -5%
DTC
2494
Davidson Trust Company
Washington
$243K
SHA
2495
Seneca House Advisors
Virginia
$242K +$232K +1,135 New
OPTFSNA
2496
Old Point Trust & Financial Services N A
Virginia
$241K
CI
2497
CX Institutional
Indiana
$240K -$1.42M -6,962 -86%
AFM
2498
Abbot Financial Management
Massachusetts
$240K
MCM
2499
Mattern Capital Management
Colorado
$240K
PDM
2500
Penn Davis McFarland
Texas
$240K

BRK.B Hedge Fund Activity: Q3 2020 in Review

2,664 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q3 2020, worth a combined $197B — up 18% from $167B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new BRK.B positions and 88 closed out — a net gain of 77 holders — while 877 added to existing stakes and 1,233 trimmed.

The largest buyer was Gates Foundation Trust, adding an estimated $1.47B. The largest seller was Capital World Investors, cutting an estimated $809M.

  • 2,664 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q3 2020, up from 2,614 in Q2 2020.
  • Funds reported $197B of Berkshire Hathaway Class B stock for Q3 2020, up 18% quarter-over-quarter.
  • 165 funds opened new Berkshire Hathaway Class B positions in Q3 2020 and 88 closed out, a net change of +77 holders.
  • The largest Berkshire Hathaway Class B buyer in Q3 2020 was Gates Foundation Trust, an estimated $1.47B added.
  • The largest Berkshire Hathaway Class B seller in Q3 2020 was Capital World Investors, an estimated $809M sold.

Based on aggregated 13F filings for Q3 2020.