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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
ARIS
2651
Advanced Research Investment Solutions
California
$11K
MWC
2652
MBM Wealth Consultants
Missouri
$11K
MG
2653
MilWealth Group
Wisconsin
$10.6K
AIM
2654
AIA Investment Management
Singapore
$10K
JIR
2655
James Investment Research
Ohio
$9K
RA
2656
Rational Advisors
New York
$7K -$13.1K -64 -66%
MIFH
2657
Migdal Insurance & Financial Holdings
Israel
$6K
TCM
2658
TD Capital Management
Tennessee
$4K
CAM
2659
ClariVest Asset Management
California
$3K
PCS
2660
Personal CFO Solutions
New Jersey
$2K -$13.9K -68 -0.9%
MGI
2661
MayTech Global Investments
New York
$2K -$1.02K -5 -33%
UFF
2662
USA Financial Formulas
Michigan
$1K -$2.46K -12 -67%
DI
2663
DRH Investments
California
$1K
SHCM
2664
Silver Heights Capital Management
Ontario, Canada
$1K
CPA
2665
Clear Perspective Advisors
Illinois
$804 -$148K -725 -2%
FCA
2666
FinTrust Capital Advisors
South Carolina
$529 +$17K +83 +3%
UWM
2667
USAdvisors Wealth Management
Minnesota
$527 +$98.2K +480 +24%
C
2668
Consulta
United Kingdom
-$138M -775,000 Closed
Arrowstreet Capital
2669
Arrowstreet Capital
Massachusetts
-$111M -619,519 Closed
Voloridge Investment Management
2670
Voloridge Investment Management
Florida
-$99.9M -559,489 Closed
Citadel Advisors
2671
Citadel Advisors
Florida
-$70.8M -346,162 Closed
N
2672
Natixis
France
-$53.4M -299,253 Closed
ISL
2673
Ingalls & Snyder LLC
New York
-$44.7M -250,131 Closed
MG
2674
Magnolia Group
Nebraska
-$41.1M -230,500 Closed
PIF
2675
Public Investment Fund
Saudi Arabia
-$39.1M -218,778 Closed

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.