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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
NEIRG
2501
New England Investment & Retirement Group
Massachusetts
$239K
TCPWM
2502
Traverso Chambers Private Wealth Management
California
$239K
ONST
2503
Old North State Trust
North Carolina
$238K -$399K -1,951 -64%
CF
2504
Copperwynd Financial
Arizona
$238K +$228K +1,116 New
CB
2505
CNB Bank
Pennsylvania
$237K
ACM
2506
Alpha Capital Management
Texas
$235K +$226K +1,103 New
Two Sigma Advisers
2507
Two Sigma Advisers
New York
$234K -$133M -648,200 -100%
GAG
2508
GM Advisory Group
New York
$234K +$225K +1,098 New
CNC
2509
Citizens & Northern Corp
Pennsylvania
$234K +$225K +1,100 New
HCM
2510
Howard Capital Management
Georgia
$234K +$225K +1,100 New
NEPPG
2511
New England Professional Planning Group
Rhode Island
$232K
DA
2512
Dillon & Associates
Michigan
$231K +$222K +1,086 New
FC
2513
Fulcrum Capital
Washington
$228K +$219K +1,071 New
ML
2514
McAdam LLC
Pennsylvania
$228K +$219K +1,071 New
HWA
2515
Heritage Way Advisors
Illinois
$227K +$218K +1,068 New
BA
2516
Ballew Advisors
Mississippi
$226K +$217K +1,062 New
OMC
2517
Old Mission Capital
Illinois
$226K +$217K +1,062 New
RBC
2518
Roble Belko & Company
Pennsylvania
$225K -$94.7K -463 -30%
HWM
2519
Howard Wealth Management
Connecticut
$225K -$78.8K -385 -27%
CPSC
2520
Carl P. Sherr & Co
Massachusetts
$225K -$15.3K -75 -7%
APC
2521
Aspire Private Capital
North Carolina
$225K +$216K +1,055 New
LBA
2522
Lowell Blake & Associates
Massachusetts
$224K +$215K +1,050 New
BBA
2523
Braun-Bostich & Associates
Pennsylvania
$222K
CP
2524
Cumberland Partners
Ontario, Canada
$219K -$126K -617 -37%
CHA
2525
Cooper/Haims Advisors
New York
$218K +$209K +1,023 New

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.