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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
WBG
651
Wharton Business Group
Pennsylvania
$11.8M +$4.48M +21,890 +65%
BAM
652
Belpointe Asset Management
Nevada
$11.8M +$4.2M +20,527 +59%
TCM
653
Twin Capital Management
Pennsylvania
$11.8M +$2.53M +12,385 +29%
WAM
654
World Asset Management
Michigan
$11.7M -$139K -680 -1%
WA
655
WP Advisors
California
$11.7M +$116K +568 +1%
GG
656
Greenwood Gearhart
Arkansas
$11.4M -$41.5K -203 -0.4%
IC
657
IEQ Capital
California
$11.4M +$172K +839 +2%
Massachusetts Financial Services
658
Massachusetts Financial Services
Massachusetts
$11.4M -$1.59M -7,775 -13%
AJ
659
Ashburton (Jersey)
Jersey
$11.4M
DIM
660
Delta Investment Management
California
$11.4M +$871K +4,260 +9%
BAPIM
661
British Airways Pensions Investment Management
United Kingdom
$11.3M
TI
662
Trigran Investments
Illinois
$11.3M
MFAM
663
Motley Fool Asset Management
Virginia
$11.2M +$1.48M +7,249 +16%
TVAMP
664
Tennessee Valley Asset Management Partners
Tennessee
$11.2M +$643K +3,144 +6%
AI
665
Atria Investments
North Carolina
$11.1M +$1.85M +9,063 +21%
BG
666
Bahl & Gaynor
Ohio
$11.1M -$44.2K -216 -0.4%
RSVP
667
Ramsay Stattman Vela & Price
Colorado
$11.1M +$145K +707 +1%
JCM
668
Janney Capital Management
Pennsylvania
$11.1M -$378K -1,849 -3%
MIAN
669
Mariner Independent Advisor Network
Kansas
$11.1M -$1.3M -6,374 -11%
SWP
670
Stratos Wealth Partners
Ohio
$11.1M +$689K +3,368 +7%
KRSITF
671
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$11M +$831K +4,061 +8%
BFG
672
Beacon Financial Group
Texas
$11M -$96.8K -473 -0.9%
HC
673
Henshaw Capital
Massachusetts
$11M
AAM
674
Autus Asset Management
Arizona
$11M +$62.2K +304 +0.6%
UIM
675
USS Investment Management
United Kingdom
$11M +$1.57M +7,696 +18%

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.