We are live on ! Find out more
BRK.B icon

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
BIC
1026
Beach Investment Counsel
Pennsylvania
$4.36M
SLA
1027
Silver Lake Advisory
Utah
$4.36M -$20.5K -100 -0.5%
LA
1028
LexAurum Advisors
Kansas
$4.34M -$180K -879 -4%
CWM
1029
Circle Wealth Management
New Jersey
$4.31M +$559K +2,734 +16%
IB
1030
Intrust Bank
Kansas
$4.31M -$299K -1,463 -7%
AIM
1031
Anchor Investment Management
South Carolina
$4.31M +$588K +2,876 +17%
JFA
1032
Johanson Financial Advisors
California
$4.25M -$51.1K -250 -1%
APW
1033
Aurora Private Wealth
New Jersey
$4.24M +$87.8K +429 +2%
WGCA
1034
Wolf Group Capital Advisors
Virginia
$4.23M -$23.5K -115 -0.6%
TWM
1035
Titus Wealth Management
California
$4.21M +$27.8K +136 +0.7%
PA
1036
Perennial Advisors
New York
$4.21M +$34K +166 +0.8%
BFEC
1037
Benjamin F. Edwards & Company
Missouri
$4.2M +$59.9K +293 +2%
ACM
1038
Azimuth Capital Management
Michigan
$4.2M -$55.2K -270 -1%
KJHP
1039
K.J. Harrison & Partners
Ontario, Canada
$4.2M -$672K -3,287 -14%
Financial Engines Advisors
1040
Financial Engines Advisors
California
$4.19M +$360K +1,762 +10%
ECG
1041
Edge Capital Group
Georgia
$4.19M +$498K +2,434 +14%
KFA
1042
Kays Financial Advisory
Georgia
$4.19M +$110K +536 +3%
MAFM
1043
Mid Atlantic Financial Management
Pennsylvania
$4.18M -$434K -2,123 -10%
NB
1044
NBT Bank
New York
$4.17M -$115K -562 -3%
WB
1045
WesBanco Bank
West Virginia
$4.17M -$174K -851 -4%
SAS
1046
Stelac Advisory Services
New York
$4.16M +$1.42M +6,961 +55%
AF
1047
Alerus Financial
North Dakota
$4.14M -$4.51M -22,038 -53%
PBC
1048
Pavion Blue Capital
California
$4.13M +$289K +1,415 +8%
BRM
1049
Boston Research & Management
Massachusetts
$4.13M -$127K -622 -3%
GC
1050
Grimes & Company
Massachusetts
$4.11M +$1.43K +7 +0%

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.