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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
Wealthfront Advisers
601
Wealthfront Advisers
California
$13.5M +$2.01M +9,835 +18%
DOA
602
D'Orazio & Associates
Virginia
$13.4M -$8.35M -40,812 -39%
GIA
603
Granite Investment Advisors
New Hampshire
$13.4M -$165K -807 -1%
AM
604
Account Management
Massachusetts
$13.4M -$40.9K -200 -0.3%
H
605
HoyleCohen
California
$13.4M -$360K -1,761 -3%
LDFR
606
Lehman & Derafelo Financial Resources
Pennsylvania
$13.3M +$84.1K +411 +0.7%
SF
607
Synovus Financial
Georgia
$13.3M -$64K -313 -0.5%
DC
608
DPM Capital
Florida
$13.2M -$12.7M -62,083 -50%
CAM
609
Carret Asset Management
New York
$13.2M -$923K -4,513 -7%
CI
610
Cigna Investments
Connecticut
$13.2M -$1.11M -5,423 -8%
HWA
611
Heritage Wealth Advisors
Virginia
$13.2M -$243K -1,189 -2%
LOPW
612
Live Oak Private Wealth
North Carolina
$13.2M -$428K -2,094 -3%
IAA
613
Independent Advisor Alliance
North Carolina
$13.2M -$1.24M -6,076 -9%
FSA
614
Franklin Street Advisors
North Carolina
$13.1M -$179K -877 -1%
CCMD
615
Cypress Capital Management (Delaware)
Delaware
$13.1M -$909K -4,443 -7%
CAMG
616
CWA Asset Management Group
Florida
$13M +$11.1M +54,429 +811%
Qube Research & Technologies (QRT)
617
Qube Research & Technologies (QRT)
United Kingdom
$13M -$6.77M -33,093 -35%
PWLP
618
Prio Wealth Limited Partnership
Massachusetts
$12.9M +$5.09M +24,873 +70%
PGIM
619
Pacific Global Investment Management
California
$12.8M -$449K -2,193 -4%
HHMI
620
Howard Hughes Medical Institute
Maryland
$12.8M
HCM
621
Harspring Capital Management
New York
$12.8M +$12.3M +60,000 New
VW
622
Vantage Wealth
California
$12.8M +$651K +3,183 +6%
AP
623
Advisor Partners
California
$12.8M +$1.3M +6,338 +12%
BFIM
624
Beese Fulmer Investment Management
Ohio
$12.7M -$126K -614 -1%
HC
625
Hendley & Co
Ohio
$12.7M -$189K -924 -2%

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.