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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
BA
1001
Bristlecone Advisors
Washington
$4.56M -$6.96K -34 -0.2%
OAMG
1002
Odey Asset Management Group
United Kingdom
$4.56M
CQS
1003
Credential Qtrade Securities
$4.56M +$234K +1,143 +6%
WP
1004
Wedgewood Partners
Missouri
$4.56M -$338K -1,650 -7%
POIA
1005
Pin Oak Investment Advisors
Texas
$4.51M -$2.03M -9,939 -32%
USAA
1006
United Services Automobile Association
Texas
$4.5M +$4.32M +21,108 New
PG
1007
Pendal Group
Australia
$4.49M -$526K -2,570 -11%
PCAP
1008
Pratt Collard Advisory Partners
New York
$4.49M +$10.8K +53 +0.3%
CHA
1009
Carmichael Hill & Associates
Maryland
$4.49M -$8.18K -40 -0.2%
RHFI
1010
Reilly Herbert Faulkner III
$4.47M +$158K +773 +4%
PCM
1011
Pointe Capital Management
Michigan
$4.45M -$136K -663 -3%
PIMG
1012
Patriot Investment Management Group
Tennessee
$4.45M -$41.1K -201 -1%
MOS
1013
MGO One Seven
Ohio
$4.45M -$163K -798 -4%
MLL
1014
Moody Lynn & Lieberson
Massachusetts
$4.45M -$2.46K -12 -0.1%
VHAM
1015
Van Hulzen Asset Management
California
$4.44M -$855K -4,180 -17%
ONB
1016
Old National Bancorp
Indiana
$4.44M -$536K -2,620 -11%
AC
1017
Alley Company
Illinois
$4.43M +$146K +715 +4%
FM
1018
Family Management
New York
$4.42M -$593K -2,899 -12%
HPWM
1019
Highland Private Wealth Management
Washington
$4.41M -$1.27M -6,217 -23%
MYAM
1020
Meiji Yasuda Asset Management
Japan
$4.4M -$2.41M -11,805 -36%
EIP
1021
Ellis Investment Partners
Pennsylvania
$4.39M -$36.6K -179 -0.9%
VLC
1022
Van Leeuwen & Company
New Jersey
$4.39M -$268K -1,310 -6%
TC
1023
TownSquare Capital
Utah
$4.38M +$811K +3,965 +24%
RCAG
1024
Rehmann Capital Advisory Group
Michigan
$4.37M -$71.6K -350 -2%
AAM
1025
AR Asset Management
California
$4.37M

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.