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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
MAM
2626
Magellan Asset Management
Australia
$39K
RIA
2627
RPG Investment Advisory
California
$38K
IF
2628
Ironwood Financial
Arizona
$34K
AWM
2629
Adams Wealth Management
Utah
$33K +$31.5K +154 New
BC
2630
Belmont Capital
California
$32K
AWM
2631
Avondale Wealth Management
Texas
$32K +$30.7K +150 New
SC
2632
Sawyer & Company
Massachusetts
$30K
SXL
2633
Summit X LLC
Missouri
$29.4K -$19K -93 -1%
TAIM
2634
TD Ameritrade Investment Management
Nebraska
$28K +$13.7K +67 +102%
AI
2635
ArchPoint Investors
Florida
$27K
BCMIO
2636
Beacon Capital Management Inc (Ohio)
Ohio
$27K
JWBC
2637
John W. Brooker & Co
California
$27K
SSWG
2638
Seven Springs Wealth Group
Tennessee
$27K
PCWA
2639
Pacific Capital Wealth Advisors
California
$27K +$25.6K +125 New
Millennium Management
2640
Millennium Management
New York
$24.3K -$87.7M -428,493 -79%
HI
2641
Hoey Investments
Pennsylvania
$21K -$205 -1 -1%
BCM
2642
Birch Capital Management
Texas
$21K
BCA
2643
Bray Capital Advisors
Florida
$21K
AIA
2644
Arcadia Investment Advisors
Idaho
$20.2K +$19.4K +95 New
FP
2645
Fiduciary Planning
Florida
$20K +$19.4K +95 New
SIM
2646
Seaview Investment Managers
Florida
$20K +$19.8K +97 New
JWM
2647
Jeppson Wealth Management
California
$17K +$16.4K +80 New
EIM
2648
Essex Investment Management
Massachusetts
$16K
T
2649
TOBAM
France
$16K +$15.1K +74 New
SWM
2650
Strategic Wealth Management
Washington
$14K -$3.42M -16,734 -100%

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.