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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
RI
526
Ridgewood Investments
New Jersey
$17.7M -$849K -4,150 -5%
ADEF
527
Adams Diversified Equity Fund
Maryland
$17.5M
MWM
528
Modera Wealth Management
New Jersey
$17.5M +$5.52K +27 +0%
VI
529
Vestcor Inc
New Brunswick, Canada
$17.5M -$105K -515 -0.6%
BBVA
530
Banco Bilbao Vizcaya Argentaria
Spain
$17.4M +$2.17M +10,627 +15%
AFA
531
American Financial Advisors
Georgia
$17.4M -$650K -3,180 -4%
GCGDR
532
Geo Capital Gestora de Recursos
Brazil
$17.3M -$1.67M -8,181 -9%
FWM
533
Frontier Wealth Management
Missouri
$17.2M +$127K +621 +0.8%
ACM
534
Academy Capital Management
Texas
$17.2M -$280K -1,368 -2%
OMC
535
Overbrook Management Corp
New York
$17.1M +$863K +4,221 +6%
TNA
536
True North Advisors
Texas
$17.1M +$1.1M +5,365 +7%
PL
537
Perpetual Ltd
Australia
$16.9M -$9.99M -48,818 -38%
GC
538
Guggenheim Capital
Illinois
$16.7M +$890K +4,351 +6%
FSCM
539
Front Street Capital Management
Montana
$16.6M +$580K +2,834 +4%
SAM
540
Shell Asset Management
Netherlands
$16.6M -$119K -580 -0.7%
TIP
541
Torray Investment Partners
Maryland
$16.5M -$349K -1,708 -2%
SI
542
Stephens Inc
Arkansas
$16.5M +$243K +1,189 +2%
BDS
543
Banco de Sabadell
Florida
$16.4M -$4.47M -21,864 -22%
LF
544
Lee Financial
Texas
$16.3M +$8.6M +42,047 +122%
ST
545
Spinnaker Trust
Maine
$16.2M -$47K -230 -0.3%
MCM
546
MAI Capital Management
Ohio
$16.1M -$9.38M -45,859 -38%
DY
547
Dowling & Yahnke
California
$16.1M +$609K +2,977 +4%
AIM
548
Artemis Investment Management
United Kingdom
$16M +$3.75M +18,346 +32%
CCA
549
Cobblestone Capital Advisors
New York
$16M -$563K -2,752 -4%
AL
550
Aspiriant LLC
California
$16M +$437K +2,138 +3%

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.