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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
EI
2601
Ellevest Inc
New York
$93K +$4.71K +23 +6%
CWM
2602
Cranbrook Wealth Management
Michigan
$92K
SFG
2603
Sowa Financial Group
Rhode Island
$91K -$4.3K -21 -5%
HS
2604
Horan Securities
United States
$86K
NPP
2605
New Potomac Partners
Maryland
$85K
QCMC
2606
Quantum Capital Management (California)
California
$85K
SAM
2607
Sycomore Asset Management
France
$85K
NG
2608
NWK Group
California
$84K +$31.9K +156 +66%
HWM
2609
Holloway Wealth Management
Florida
$75K
CCMW
2610
Cypress Capital Management (Wyoming)
Wyoming
$72K
FMTCOCP
2611
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$68K -$5.11K -25 -7%
AA
2612
AlphaMark Advisors
Kentucky
$64K -$61.4K -300 -50%
LGWM
2613
Litman Gregory Wealth Management
California
$64K
IRC
2614
Investors Research Corp
Georgia
$62K
VRM
2615
Vectors Research Management
New York
$61K -$5.11K -25 -8%
IWP
2616
IAG Wealth Partners
Wisconsin
$61K
SCM
2617
Silvant Capital Management
Georgia
$60K -$1.38M -6,770 -96%
FFC
2618
First Financial Corp
Indiana
$58K -$4.3K -21 -7%
DI
2619
Disciplined Investments
Oklahoma
$53K -$33.1K -162 -39%
CP
2620
Corbenic Partners
Pennsylvania
$52K
SL
2621
Savior LLC
Massachusetts
$48K -$4.09K -20 -8%
Loomis, Sayles & Company
2622
Loomis, Sayles & Company
Massachusetts
$46K +$44.2K +216 New
BBL
2623
Beck Bode LLC
Massachusetts
$46K +$44.4K +217 New
CIM
2624
Contravisory Investment Management
Massachusetts
$43K -$243K -1,188 -86%
LWA
2625
Lowe Wealth Advisors
Maryland
$43K

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.