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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
SAM
501
Storebrand Asset Management
Norway
$19.2M +$1.16M +5,679 +7%
SFA
502
Sequoia Financial Advisors
Ohio
$19.1M +$682K +3,333 +4%
SPIA
503
Steward Partners Investment Advisory
New York
$19.1M +$1.25M +6,090 +7%
MPWT
504
MassMutual Private Wealth & Trust
Connecticut
$19.1M -$757K -3,702 -4%
NMIMC
505
Northwestern Mutual Investment Management Company
Wisconsin
$19.1M
Jones Financial Companies
506
Jones Financial Companies
Missouri
$19M -$372K -1,818 -2%
QI
507
QV Investors
Alberta, Canada
$19M -$5.06M -24,755 -22%
AWM
508
AE Wealth Management
Kansas
$19M -$753K -3,679 -4%
BFA
509
Beaumont Financial Advisors
Massachusetts
$19M +$39.3K +192 +0.2%
AIM
510
AMI Investment Management
Indiana
$18.9M -$146K -713 -0.8%
CFA
511
Carroll Financial Associates
North Carolina
$18.9M -$222K -1,083 -1%
SAM
512
Silvercrest Asset Management
New York
$18.9M -$248K -1,213 -1%
KPWS
513
Kestra Private Wealth Services
Texas
$18.8M +$18M +88,096 New
JIC
514
Johnson Investment Counsel
Ohio
$18.7M -$503K -2,458 -3%
EDRH
515
Edmond de Rothschild Holding
Switzerland
$18.5M +$45.8K +224 +0.3%
ACG
516
Allen Capital Group
Nebraska
$18.3M +$557K +2,725 +3%
PWP
517
Private Wealth Partners
California
$18.3M +$271K +1,325 +2%
HKAM
518
Horizon Kinetics Asset Management
New York
$18.2M -$1.07M -5,222 -6%
RC
519
Reik & Co
New York
$18.2M -$1.03M -5,041 -6%
CA
520
Cetera Advisors
Colorado
$18.1M +$1.06M +5,163 +6%
BSA
521
Braun Stacey Associates
New York
$18.1M -$341K -1,668 -2%
RG
522
Retirement Group
California
$18M -$708K -3,462 -4%
HLCM
523
Hi-Line Capital Management
South Dakota
$17.9M -$1.43M -6,975 -8%
WTC
524
WhitTier Trust Company
Nevada
$17.9M +$210K +1,025 +1%
CA
525
CapWealth Advisors
Tennessee
$17.8M +$127K +621 +0.8%

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.