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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
BA
2551
BCM Advisors
Louisiana
$201K +$205K +1,000 New
AIA
2552
Armor Investment Advisors
North Carolina
$199K -$40.9K -200 -18%
SFPG
2553
Stonebridge Financial Planning Group
Florida
$199K
EARNEST Partners
2554
EARNEST Partners
Georgia
$192K -$6.14K -30 -3%
PCA
2555
Providence Capital Advisors
North Carolina
$192K +$20.5K +100 +12%
SC
2556
Steph & Co
Wisconsin
$189K
SJIM
2557
St. Johns Investment Management
Florida
$187K -$1.23K -6 -0.7%
BEI
2558
Benjamin Edwards Inc
Missouri
$182K
GCM
2559
Gables Capital Management
Florida
$174K +$24.5K +120 +17%
WLPWM
2560
Walled Lake Planning & Wealth Management
Illinois
$173K
FRA
2561
Front Row Advisors
California
$173K +$14.1K +69 +10%
TVWM
2562
Tower View Wealth Management
Wisconsin
$165K
BC
2563
Barnett & Company
Tennessee
$164K
SWM
2564
Selective Wealth Management
Virginia
$164K +$10.2K +50 +7%
FA
2565
Financial Advantage
Maryland
$159K -$55.2K -270 -26%
SOAMC
2566
Spirit of America Management Corp
New York
$153K
AIM
2567
Arcadia Investment Management
Michigan
$151K
GWMIA
2568
Global Wealth Management Investment Advisory
Florida
$146K -$38.9K -190 -22%
AC
2569
AlphaCore Capital
California
$146K
APWA
2570
Atlas Private Wealth Advisors
New Jersey
$142K -$2.05K -10 -1%
SIA
2571
Sit Investment Associates
Minnesota
$140K +$61.4K +300 +84%
PFS
2572
Prospera Financial Services
Texas
$138K -$1.96M -9,598 -94%
FWC
2573
First Washington Corp
Washington
$138K
MIM
2574
Macroview Investment Management
Maryland
$138K
KFS
2575
Kelly Financial Services
Massachusetts
$136K

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.