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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
SRC
951
Stone Run Capital
New York
$5.3M -$961K -4,700 -16%
PA
952
Profund Advisors
Maryland
$5.26M -$188K -921 -4%
RMAM
953
Raab & Moskowitz Asset Management
New Jersey
$5.25M -$137K -671 -3%
PGAM
954
Princeton Global Asset Management
New Jersey
$5.24M -$1.04M -5,094 -17%
HAC
955
Harbor Advisory Corp
New Hampshire
$5.23M -$45.4K -222 -0.9%
GWM
956
Graybill Wealth Management
Illinois
$5.23M +$22.7K +111 +0.5%
SYBT
957
Stock Yards Bank & Trust
Kentucky
$5.2M -$289K -1,412 -5%
OPS
958
Orion Portfolio Solutions
Nebraska
$5.15M +$260K +1,271 +6%
AF
959
Arrow Financial
New York
$5.13M -$190K -931 -4%
CEI
960
Clark Estates Inc
New York
$5.11M
AAP
961
Arax Advisory Partners
Colorado
$5.1M +$1.02K +5 +0%
AFA
962
Arlington Financial Advisors
California
$5.08M -$169K -825 -3%
FI
963
Financial Insights
Washington
$5.06M -$8.53M -41,685 -64%
PJSIMP
964
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.03M -$638K -3,119 -11%
TU
965
TDAM USA
Ontario, Canada
$5.02M -$394K -1,924 -8%
FAIM
966
Financial Advocates Investment Management
Washington
$5.02M -$76.9K -376 -2%
HSA
967
HBK Sorce Advisory
Pennsylvania
$5.02M +$92.7K +453 +2%
AAMU
968
AEGON Asset Management (UK)
United Kingdom
$5.02M +$330K +1,615 +7%
ZF
969
Zhang Financial
Michigan
$4.97M -$47.3K -231 -1%
IIA
970
IPG Investment Advisors
California
$4.96M +$597K +2,920 +14%
TCOO
971
Trust Company of Oklahoma
Oklahoma
$4.96M +$4.77M +23,303 New
RWP
972
RWA Wealth Partners
Massachusetts
$4.96M -$45.4K -222 -0.9%
TCA
973
Transcend Capital Advisors
New Jersey
$4.96M +$367K +1,792 +8%
SNBOSCI
974
Security National Bank of Sioux City Iowa
Iowa
$4.95M +$229K +1,121 +5%
IEFM
975
IQ EQ Fund Management
Ireland
$4.95M -$303K -1,480 -6%

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.