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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
SIM
976
Stratos Investment Management
Ohio
$4.94M +$150K +732 +3%
WA
977
Wealth Architects
California
$4.94M +$61.4K +300 +1%
HCM
978
Harvey Capital Management
Florida
$4.93M +$841K +4,113 +22%
HFS
979
Hantz Financial Services
Michigan
$4.88M +$112K +546 +2%
CWM
980
Chronos Wealth Management
Florida
$4.87M -$112K -546 -2%
ATI
981
Act Two Investors
California
$4.86M -$10.6K -52 -0.2%
VPI
982
Value Partners Investments
Manitoba, Canada
$4.86M
FIB
983
First Interstate Bank
Montana
$4.84M -$2.09M -10,224 -31%
GT
984
Glenview Trust
Kentucky
$4.84M -$18.2K -89 -0.4%
CC
985
Codex Capital
New York
$4.83M +$4.64M +22,700 New
HIMC
986
Heritage Investors Management Corp
Maryland
$4.81M -$49.7K -243 -1%
HBWM
987
Hollow Brook Wealth Management
New York
$4.8M +$1.32M +6,463 +40%
NIA
988
Northstar Investment Advisors
Colorado
$4.74M +$2.13M +10,404 +88%
AWA
989
ARS Wealth Advisors
Florida
$4.72M -$358K -1,749 -7%
OFG
990
Oxford Financial Group
Indiana
$4.7M -$147K -718 -3%
VVP
991
Venture Visionary Partners
Ohio
$4.69M -$1.7M -8,306 -27%
RAM
992
Redmond Asset Management
Virginia
$4.69M -$527K -2,576 -10%
MIP
993
Marietta Investment Partners
Wisconsin
$4.69M
CL
994
Choreo LLC
Illinois
$4.67M -$135K -659 -3%
EFS
995
Essex Financial Services
Connecticut
$4.67M +$519K +2,538 +13%
CA
996
Cambridge Advisors
Nebraska
$4.65M -$125K -611 -3%
SB
997
Simmons Bank
Arkansas
$4.61M -$618K -3,023 -12%
BP
998
Ballentine Partners
Massachusetts
$4.58M -$959K -4,688 -18%
LA
999
LVW Advisors
New York
$4.58M +$157K +768 +4%
CIC
1000
Crawford Investment Counsel
Georgia
$4.58M -$56.3K -275 -1%

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.