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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
BRWM
1076
B. Riley Wealth Management
Tennessee
$3.88M +$2.29M +11,206 +159%
MPM
1077
Meritage Portfolio Management
Kansas
$3.87M +$2.86K +14 +0.1%
MWA
1078
Moser Wealth Advisors
Washington
$3.86M +$27.6K +135 +0.7%
BC
1079
Blackhill Capital
New Jersey
$3.86M -$61.4K -300 -2%
SC
1080
Savant Capital
Illinois
$3.85M -$56.3K -275 -1%
FHA
1081
First Horizon Advisors
Tennessee
$3.85M -$447K -2,183 -11%
IAN
1082
Integrated Advisors Network
Texas
$3.84M +$198K +966 +6%
IA
1083
IFG Advisory
Georgia
$3.84M -$83.3K -407 -2%
FPB
1084
First PREMIER Bank
South Dakota
$3.83M
Capital Fund Management (CFM)
1085
Capital Fund Management (CFM)
France
$3.83M +$3.68M +17,982 New
PL
1086
Parkwood LLC
Ohio
$3.82M +$5.69M +27,824 +39%
WPP
1087
Whalerock Point Partners
Rhode Island
$3.81M -$2.85M -13,909 -79%
BCA
1088
Berman Capital Advisors
Georgia
$3.78M +$1.56M +7,617 +75%
BIM
1089
Baldwin Investment Management
Pennsylvania
$3.77M +$730K +3,570 +25%
BOH
1090
Bank of Hawaii
Hawaii
$3.77M -$499K -2,437 -12%
SACTSONJ
1091
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.77M
SCM
1092
Shelton Capital Management
Colorado
$3.76M -$44.6K -218 -1%
FQ
1093
First Quadrant
California
$3.76M -$1.38M -6,753 -28%
NP
1094
NorthRock Partners
Minnesota
$3.76M +$8.59K +42 +0.2%
NHC
1095
Nicholas Hoffman & Company
Georgia
$3.76M +$603K +2,948 +20%
JSC
1096
Jackson Square Capital
California
$3.75M +$1.03M +5,024 +40%
TFS
1097
TrustCore Financial Services
Tennessee
$3.75M -$320K -1,562 -8%
IWC
1098
Integrated Wealth Concepts
Massachusetts
$3.74M +$349K +1,704 +11%
PK
1099
Pflug Koory
Nebraska
$3.72M +$40.3K +197 +1%
FMC
1100
First Merchants Corp
Indiana
$3.72M +$395K +1,933 +12%

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.