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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
JWM
2576
Janiczek Wealth Management
Colorado
$134K -$52.2K -255 -29%
UCMOK
2577
United Capital Management of KS
Kansas
$131K -$127K -619 -50%
IBOK
2578
Independence Bank of Kentucky
Kentucky
$131K
PP
2579
PrairieView Partners
Minnesota
$130K -$77.7K -380 -38%
WIM
2580
Westside Investment Management
California
$128K +$102K +500 +31%
LD
2581
Lipe & Dalton
New York
$128K -$10.2K -50 -8%
FA
2582
Fortis Advisors
Pennsylvania
$128K -$2.05K -10 -2%
LFG
2583
LifePlan Financial Group
Ohio
$126K +$6.14K +30 +5%
SGAM
2584
Smith Group Asset Management
Texas
$123K -$2.05K -10 -2%
OSNBOA
2585
Old Second National Bank of Aurora
Illinois
$123K
RWG
2586
Regal Wealth Group
California
$121K
CBT
2587
Central Bank & Trust
Kentucky
$117K -$9.82K -48 -8%
TFA
2588
Toth Financial Advisory
Virginia
$117K -$4.91K -24 -4%
M
2589
Mirova
France
$117K +$113K +550 New
State Farm Mutual Automobile Insurance
2590
State Farm Mutual Automobile Insurance
Illinois
$115K -$109K -533 -50%
AS
2591
Altshuler Shaham
Israel
$113K -$27.2K -133 -20%
EAM
2592
Erste Asset Management
Austria
$107K +$66.9K +327 +182%
FWM
2593
Filbrandt Wealth Management
Wisconsin
$106K -$185K -903 -64%
HWM
2594
HighMark Wealth Management
Minnesota
$106K -$1.84K -9 -2%
GC
2595
Grace Capital
Massachusetts
$106K
PR
2596
Payden & Rygel
California
$106K
TI
2597
Truehand Inc
New Hampshire
$106K
RCG
2598
Ruggie Capital Group
Florida
$101K +$70K +342 +263%
APW
2599
Acima Private Wealth
Virginia
$97K
CIR
2600
Clear Investment Research
Georgia
$97K

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.