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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
TPA
901
Trivium Point Advisory
Connecticut
$5.97M +$2.03M +9,911 +65%
KCPG
902
Kavar Capital Partners Group
Kansas
$5.97M -$44.4K -217 -0.8%
CHP
903
Cable Hill Partners
Oregon
$5.97M +$155K +756 +3%
Fiera Capital (Canada)
904
Fiera Capital (Canada)
Quebec, Canada
$5.96M +$3.48K +17 +0.1%
CCP
905
Corient Capital Partners
California
$5.96M +$39.9K +195 +0.7%
YL
906
YCG LLC
Texas
$5.95M
SFS
907
Searcy Financial Services
Kansas
$5.94M +$36K +176 +0.6%
OBGC
908
O'Brien Greene & Co
Pennsylvania
$5.93M -$114K -555 -2%
SRCM
909
Swift Run Capital Management
Virginia
$5.92M +$559K +2,735 +11%
BCM
910
Brooktree Capital Management
Michigan
$5.91M +$408K +1,997 +8%
CG
911
Caprock Group
Idaho
$5.89M +$246K +1,203 +5%
SFO
912
Stokes Family Office
Louisiana
$5.88M -$144K -703 -2%
LWAC
913
Laurel Wealth Advisors (California)
California
$5.81M -$1.39M -6,794 -20%
RG
914
Rikoon Group
New Mexico
$5.8M +$11.3K +55 +0.2%
ISB
915
Iowa State Bank
Iowa
$5.78M
SAM
916
Strategy Asset Managers
California
$5.78M -$381K -1,865 -6%
EAM
917
Evanson Asset Management
California
$5.75M -$1.03M -5,021 -16%
BAS
918
Brown Advisory Securities
Maryland
$5.73M +$2.63M +12,835 +91%
TGAM
919
TBH Global Asset Management
Tennessee
$5.73M +$98.4K +481 +2%
WAS
920
Winch Advisory Services
Wisconsin
$5.7M -$66.1K -323 -1%
MBTD
921
Mechanics Bank - Trust Department
California
$5.7M -$74.3K -363 -1%
HTC
922
Haverford Trust Company
Pennsylvania
$5.7M +$244K +1,191 +5%
EM
923
Excalibur Management
Massachusetts
$5.7M -$339K -1,659 -6%
BBA
924
BLB&B Advisors
Pennsylvania
$5.69M -$148K -724 -3%
NEI
925
Northwest & Ethical Investments
Ontario, Canada
$5.65M -$409K -2,000 -7%

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.