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
CA
1101
Cullinan Associates
Kentucky
$3.71M -$1.36M -6,655 -28%
Fuller & Thaler Asset Management
1102
Fuller & Thaler Asset Management
California
$3.71M
GW
1103
GW & Wade
Massachusetts
$3.7M +$298K +1,456 +9%
GWS
1104
Glassman Wealth Services
Virginia
$3.69M +$41.1K +201 +1%
BFC
1105
Bedel Financial Consulting
Indiana
$3.69M -$22.5K -110 -0.6%
BIMC
1106
Benson Investment Management Company
Virginia
$3.67M -$13.3K -65 -0.4%
ACP
1107
Aviance Capital Partners
Florida
$3.67M -$84.9K -415 -2%
CLOS
1108
Compagnie Lombard Odier SCmA
Switzerland
$3.65M -$554K -2,710 -14%
HCP
1109
Holt Capital Partners
Texas
$3.64M -$25.6K -125 -0.7%
OWP
1110
Old Well Partners
North Carolina
$3.63M +$102K +500 +3%
RIA
1111
Realta Investment Advisors
Delaware
$3.63M +$1.02M +4,975 +41%
PMFA
1112
Plante Moran Financial Advisors
Michigan
$3.61M +$8.18K +40 +0.2%
APA
1113
American Portfolios Advisors
New York
$3.61M -$807K -3,945 -19%
CTA
1114
Colonial Trust Advisors
South Carolina
$3.6M +$457K +2,235 +15%
GCM
1115
Glynn Capital Management
California
$3.6M
LIM
1116
Leavell Investment Management
Alabama
$3.59M -$159K -775 -4%
TWA
1117
TCI Wealth Advisors
Arizona
$3.58M -$205 -1 -0%
MRI
1118
Mad River Investors
Massachusetts
$3.57M -$369K -1,805 -10%
SCM
1119
Symons Capital Management
Pennsylvania
$3.56M -$157K -768 -4%
WIC
1120
Woodmont Investment Counsel
Tennessee
$3.56M -$77.7K -380 -2%
SBIA
1121
Sheaff Brock Investment Advisors
Indiana
$3.55M -$92K -450 -3%
III
1122
Independent Investors Inc
New York
$3.55M
SWA
1123
Stratos Wealth Advisors
Ohio
$3.55M +$119K +583 +4%
PAI
1124
Pittenger & Anderson Inc
Nebraska
$3.55M -$225K -1,100 -6%
HCA
1125
Hyperion Capital Advisors
New York
$3.54M -$956K -4,674 -22%

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.