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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
BOS
1051
Bingham Osborn & Scarborough
California
$4.11M -$219K -1,072 -5%
LSAG
1052
Lake Street Advisors Group
New Hampshire
$4.1M +$92.7K +453 +2%
FB
1053
Fulton Bank
Pennsylvania
$4.1M -$155K -756 -4%
TBA
1054
Tower Bridge Advisors
Pennsylvania
$4.08M -$10.2K -50 -0.3%
FCCM
1055
First City Capital Management
Georgia
$4.08M +$1.77M +8,646 +81%
P
1056
Pitcairn
Pennsylvania
$4.08M -$38.3K -187 -1%
JIC
1057
Joel Isaacson & Co
New York
$4.03M +$205K +1,000 +6%
APP
1058
Avantax Planning Partners
Iowa
$4.02M -$240K -1,173 -6%
PWM
1059
Perigon Wealth Management
California
$4.01M -$78.5K -384 -2%
AF
1060
Aldebaran Financial
$4.01M -$168K -820 -4%
22CM
1061
20/20 Capital Management
California
$4.01M +$297K +1,450 +8%
OCAM
1062
Onex Canada Asset Management
Ontario, Canada
$4M -$224K -1,096 -6%
RA
1063
Riverstone Advisors
Texas
$3.97M -$2.86K -14 -0.1%
ACM
1064
AKRE Capital Management
Virginia
$3.96M -$5.71M -27,892 -60%
TIM
1065
Tortoise Investment Management
New York
$3.96M -$8.18K -40 -0.2%
CFG
1066
Cooper Financial Group
California
$3.96M +$92.5K +452 +2%
BPM
1067
Bowling Portfolio Management
Ohio
$3.96M +$554K +2,708 +17%
DLA
1068
Douglas Lane & Associates
New York
$3.94M +$21.1K +103 +0.6%
FHC
1069
First Heartland Consultants
Missouri
$3.94M -$55K -269 -1%
CSC
1070
Cove Street Capital
California
$3.93M -$235K -1,150 -6%
EGM
1071
Engineers Gate Manager
New York
$3.93M -$5.34M -26,102 -59%
LFAS
1072
Level Four Advisory Services
Texas
$3.93M -$232K -1,134 -6%
RWA
1073
Ropes Wealth Advisors
Massachusetts
$3.93M +$163K +796 +5%
WA
1074
WBH Advisory
Maryland
$3.9M -$1.64K -8 -0%
CCM
1075
Corsair Capital Management
New York
$3.89M -$46.6K -228 -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.