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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
GAI
801
General American Investors
New York
$7.78M
RCM
802
RB Capital Management
Nevada
$7.68M -$264K -1,289 -3%
FFWA
803
FRG Family Wealth Advisors
Washington
$7.68M -$50.1K -245 -0.7%
FFN
804
Focus Financial Network
Minnesota
$7.68M -$1.13M -5,532 -13%
ECM
805
Evergreen Capital Management
Washington
$7.66M -$1.34M -6,532 -15%
WC
806
Whitney & Co
New York
$7.64M +$183K +893 +3%
DDC
807
DF Dent & Co
Maryland
$7.63M -$14.5K -71 -0.2%
M
808
MOTCO
Texas
$7.62M -$223K -1,092 -3%
FFG
809
Frisch Financial Group
New York
$7.61M +$40.5K +198 +0.6%
BS
810
Boenning & Scattergood
Pennsylvania
$7.61M -$1.1M -5,390 -13%
AL
811
Arnhold LLC
New York
$7.61M
BRWA
812
B. Riley Wealth Advisors
Florida
$7.55M -$138K -677 -2%
FAT
813
First American Trust
California
$7.5M +$94.9K +464 +1%
GIA
814
GHP Investment Advisors
Colorado
$7.49M +$904K +4,419 +14%
Lido Advisors
815
Lido Advisors
California
$7.47M -$251K -1,226 -3%
AWA
816
Arete Wealth Advisors
Illinois
$7.46M -$630K -3,080 -8%
KJWM
817
Kiley Juergens Wealth Management
Washington
$7.45M -$401K -1,960 -5%
WCM
818
WealthBridge Capital Management
Ohio
$7.44M -$216K -1,055 -3%
WG
819
Winton Group
United Kingdom
$7.41M -$4.33M -21,179 -38%
IPW
820
Inlet Private Wealth
Florida
$7.39M +$542K +2,650 +8%
PA
821
Parallel Advisors
California
$7.39M -$976K -4,769 -12%
ANTB
822
AMG National Trust Bank
Colorado
$7.39M -$563K -2,750 -7%
EGA
823
Eagle Global Advisors
Texas
$7.38M -$192K -940 -3%
WS
824
Wedbush Securities
California
$7.36M -$1.13M -5,530 -14%
CFA
825
Cahill Financial Advisors
Minnesota
$7.33M +$166K +813 +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.