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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
S
726
SignatureFD
Georgia
$9.61M -$1.17M -5,723 -11%
GF
727
Gabelli Funds
New York
$9.58M +$1.64M +8,000 +22%
CIAS
728
Capital Investment Advisory Services
North Carolina
$9.51M -$601K -2,939 -6%
IA
729
IFP Advisors
Florida
$9.49M +$319K +1,561 +4%
CHAM
730
Clear Harbor Asset Management
Connecticut
$9.48M -$2.81M -13,759 -24%
MFWM
731
Motley Fool Wealth Management
Virginia
$9.45M +$389K +1,902 +4%
KTM
732
Keeler Thomas Management
Utah
$9.44M -$430K -2,100 -5%
DA
733
Denali Advisors
California
$9.43M +$2.33M +11,400 +35%
UONDDL
734
University of Notre Dame du Lac
Indiana
$9.43M -$13M -63,401 -59%
MCP
735
Mirador Capital Partners
California
$9.43M +$682K +3,334 +8%
TCOK
736
Trust Company of Kansas
Kansas
$9.38M -$214K -1,045 -2%
PAIM
737
Punch & Associates Investment Management
Minnesota
$9.37M -$80.8K -395 -0.9%
BCI
738
Brinker Capital Investments
Pennsylvania
$9.34M +$7.14M +34,901 +389%
Simplex Trading
739
Simplex Trading
Illinois
$9.31M -$6.94M -33,934 -44%
BNP Paribas Asset Management
740
BNP Paribas Asset Management
France
$9.3M +$3.33M +16,258 +59%
B
741
Barings
North Carolina
$9.29M +$559K +2,735 +7%
FNBT
742
FineMark National Bank & Trust
Florida
$9.22M -$34.4K -168 -0.4%
JWBC
743
J.W. Burns & Co
New York
$9.17M -$57.3K -280 -0.6%
SLAM
744
Swiss Life Asset Management
$9.17M -$3.07M -15,021 -26%
GA
745
GFS Advisors
Texas
$9.16M -$2.2M -10,765 -20%
MWM
746
Minot Wealth Management
Massachusetts
$9.16M +$275K +1,346 +3%
FPCM
747
Financial Partners Capital Management
New York
$9.15M -$201K -982 -2%
GWM
748
Geneos Wealth Management
Colorado
$9.08M -$413K -2,018 -4%
VIMU
749
Veritas Investment Management (UK)
United Kingdom
$9.04M -$13.7M -66,991 -61%
SPC
750
Sigma Planning Corp
Michigan
$8.95M -$159K -779 -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.