We are live on ! Find out more
BRK.B icon

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
CA
776
Clearstead Advisors
Ohio
$8.18M +$367K +1,792 +5%
WPW
777
Waldron Private Wealth
Pennsylvania
$8.17M +$1.11M +5,438 +17%
SGCA
778
Steel Grove Capital Advisors
Tennessee
$8.16M +$322K +1,573 +4%
WWM
779
Western Wealth Management
Colorado
$8.11M +$239K +1,166 +3%
PLFAM
780
Pineno Levin & Ford Asset Management
Virginia
$8.1M -$25.4K -124 -0.3%
WSFS
781
Wilmington Savings Fund Society
Delaware
$8.1M +$778K +3,803 +11%
SC
782
Stolper & Co
Oklahoma
$8.09M -$137K -670 -2%
NAMP
783
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$8.09M +$29.3K +143 +0.4%
FHB
784
First Hawaiian Bank
Hawaii
$8.08M -$151K -736 -2%
SWM
785
SVA Wealth Management
Wisconsin
$8.05M -$1.09M -5,320 -12%
PAM
786
Private Asset Management
California
$8.03M -$67.5K -330 -0.9%
CIA
787
Capital Investment Advisors
Georgia
$8.02M +$456K +2,227 +6%
FCH
788
Freestone Capital Holdings
Washington
$8M -$1.74M -8,502 -18%
BHWM
789
Bar Harbor Wealth Management
New Hampshire
$7.98M -$842K -4,116 -10%
KOCAA
790
Knights of Columbus Asset Advisors
Connecticut
$7.97M +$491K +2,398 +7%
SAM
791
Summit Asset Management
Tennessee
$7.93M -$63.8K -312 -0.8%
TPW
792
Tiller Private Wealth
Pennsylvania
$7.92M -$487K -2,380 -6%
CPC
793
Congress Park Capital
New York
$7.91M +$711K +3,477 +10%
FNT
794
First National Trust
Pennsylvania
$7.91M +$290K +1,420 +4%
PP
795
Palladium Partners
Virginia
$7.87M +$135K +662 +2%
CBT
796
Capital Bank & Trust
California
$7.87M +$682K +3,333 +10%
MWM
797
Mission Wealth Management
California
$7.83M +$86.5K +423 +1%
MC
798
Muhlenkamp & Co
Pennsylvania
$7.81M +$58.3K +285 +0.8%
SFS
799
Summit Financial Strategies
Ohio
$7.81M -$214K -1,044 -3%
SWM
800
Stockman Wealth Management
Montana
$7.79M -$5.11K -25 -0.1%

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.