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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
BPCE
826
Bank Pictet & Cie (Europe)
Germany
$7.25M -$1.2M -5,884 -15%
HCM
827
Hutner Capital Management
Vermont
$7.23M +$3.68K +18 +0.1%
OIA
828
OneDigital Investment Advisors
Kansas
$7.22M -$679K -3,321 -9%
WAM
829
Wealthspire Advisors (Maryland)
Maryland
$7.21M -$939K -4,590 -12%
RCC
830
Red Cedar Capital
Nebraska
$7.2M -$241K -1,177 -3%
CAM
831
Columbia Asset Management
Michigan
$7.16M +$29.7K +145 +0.4%
WCA
832
Waratah Capital Advisors
Ontario, Canada
$7.14M -$38.9M -190,128 -85%
SFI
833
Susquehanna Fundamental Investments
Pennsylvania
$7.11M
EML
834
Eos Management LP
New York
$7.08M
FMW
835
Farr Miller & Washington
District of Columbia
$7.05M
DT
836
Diversified Trust
Tennessee
$7.03M +$868K +4,245 +15%
MC
837
Moors & Cabot
Massachusetts
$7.02M +$99K +484 +1%
RIM
838
Redpoint Investment Management
Australia
$7.01M -$8.96M -43,814 -57%
RMC
839
Regis Management Company
California
$6.98M
PWW
840
Pettyjohn Wood & White
Virginia
$6.95M +$17.4K +85 +0.3%
FANJ
841
Financial Architects (New Jersey)
New Jersey
$6.93M -$8.18K -40 -0.1%
FAB
842
First American Bank
Illinois
$6.79M -$77.1K -377 -1%
MA
843
Montag & Associates
Georgia
$6.78M -$428K -2,090 -6%
IFLIT
844
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$6.77M
TCM
845
Telos Capital Management
California
$6.75M +$686K +3,354 +12%
PCM
846
Palisade Capital Management
New Jersey
$6.74M -$479K -2,342 -7%
WDL
847
Well Done LLC
Michigan
$6.72M -$263K -1,285 -4%
CNBTD
848
Citizens National Bank Trust Department
Mississippi
$6.72M -$20.5K -100 -0.3%
MCM
849
McKinley Capital Management
Alaska
$6.71M -$4.45M -21,745 -41%
WHRC
850
W.H. Reaves & Co
New Jersey
$6.71M -$15.3K -75 -0.2%

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.