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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
MPW
876
Monterey Private Wealth
California
$6.28M +$256K +1,250 +4%
DAS
877
Dynamic Advisor Solutions
Arizona
$6.25M -$33.5K -164 -0.6%
SAM
878
Sandell Asset Management
New York
$6.25M
BCM
879
Buckhead Capital Management
Georgia
$6.2M +$288K +1,406 +5%
LA
880
LFL Advisers
Illinois
$6.2M -$102K -500 -2%
WKWM
881
Walter & Keenan Wealth Management
Indiana
$6.19M -$6.75K -33 -0.1%
SFSG
882
Stearns Financial Services Group
North Carolina
$6.17M +$478K +2,336 +9%
RJT
883
Raymond James Trust
Florida
$6.17M +$114K +559 +2%
NCM
884
Northside Capital Management
Oregon
$6.16M
CT
885
Caldwell Trust
Florida
$6.14M -$608K -2,972 -9%
HT
886
Heritage Trust
Oklahoma
$6.13M -$77.3K -378 -1%
MPAM
887
Murphy Pohlad Asset Management
Minnesota
$6.12M +$102K +500 +2%
AAIM
888
Asset Advisors Investment Management
Georgia
$6.12M +$81.8K +400 +1%
DBT
889
Dubuque Bank & Trust
Iowa
$6.11M -$549K -2,682 -9%
SKK
890
Shepherd Kaplan Krochuk
Massachusetts
$6.11M -$657K -3,214 -10%
BFIC
891
Bedell Frazier Investment Counselling
California
$6.09M +$62.8K +307 +1%
CI
892
Conning Inc
Connecticut
$6.08M +$79.6K +389 +1%
KA
893
KLCM Advisors
Wisconsin
$6.08M +$5.11M +24,980 +703%
CFGS
894
Concourse Financial Group Securities
Alabama
$6.07M -$122K -595 -2%
WCF
895
West Coast Financial
California
$6.07M -$126K -617 -2%
HCM
896
Hollencrest Capital Management
California
$6.07M +$19.8K +97 +0.3%
GI
897
Gradient Investments
Minnesota
$6.06M +$1.06M +5,192 +22%
HR
898
Howe & Rusling
New York
$6.04M -$816K -3,988 -12%
KS
899
Karpas Strategies
Connecticut
$6.03M +$94.1K +460 +2%
NFG
900
Next Financial Group
Texas
$6.01M +$221K +1,080 +4%

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.