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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
SWM
676
Sculati Wealth Management
Michigan
$10.9M +$87.1K +426 +0.8%
WF
677
WoodTrust Financial
Wisconsin
$10.9M -$250K -1,221 -2%
CA
678
Callahan Advisors
Texas
$10.8M -$1M -4,891 -9%
ECP
679
Empyrean Capital Partners
California
$10.8M -$1.02M -5,000 -9%
Bessemer Group
680
Bessemer Group
New Jersey
$10.7M -$3.28M -16,013 -24%
MI
681
Markston International
New York
$10.7M -$2.65M -12,957 -20%
TWM
682
TLW Wealth Management
Florida
$10.7M +$1.69M +8,258 +20%
AIM
683
Allen Investment Management
New York
$10.7M +$61.2K +299 +0.6%
LKIM
684
Lawson Kroeker Investment Management
Nebraska
$10.7M -$43K -210 -0.4%
IG
685
ING Group
Netherlands
$10.6M +$5.16M +25,227 +102%
UR
686
USCA RIA
Texas
$10.6M +$172K +841 +2%
TI
687
Tidal Investments
Wisconsin
$10.6M +$443K +2,168 +8%
WorldQuant Millennium Advisors
688
WorldQuant Millennium Advisors
New York
$10.6M -$7.18M -35,111 -41%
CIA
689
Choate Investment Advisors
Massachusetts
$10.6M +$25.8K +126 +0.3%
AWM
690
Avior Wealth Management
Nebraska
$10.6M +$193K +942 +2%
SSB
691
Sandy Spring Bank
Maryland
$10.6M -$467K -2,285 -4%
AWS
692
Arkfeld Wealth Strategies
Nebraska
$10.6M +$2.36M +11,535 +30%
MC
693
Middleton & Co
Massachusetts
$10.5M -$7.77K -38 -0.1%
CC
694
Chicago Capital
Illinois
$10.4M +$102K +500 +1%
HIA
695
Harbor Investment Advisory
Maryland
$10.4M +$671K +3,280 +7%
VFA
696
Voya Financial Advisors
Connecticut
$10.4M -$806K -3,938 -7%
SIM
697
Sterling Investment Management
Arizona
$10.3M -$166K -812 -2%
EWM
698
Edge Wealth Management
New York
$10.3M -$139K -681 -1%
AC
699
Allstate Corporation
Illinois
$10.3M -$255K -1,247 -3%
ST
700
Sageworth Trust
Pennsylvania
$10.2M +$982K +4,802 +11%

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.