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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
SNBOSD
1126
Security National Bank of So Dak
Iowa
$3.54M -$152K -741 -4%
BCM
1127
Beddow Capital Management
Wyoming
$3.53M -$106K -517 -3%
CT
1128
Cambridge Trust
Massachusetts
$3.52M -$371K -1,814 -10%
CGL
1129
Clarius Group LLC
Washington
$3.51M -$146K -712 -4%
SCM
1130
Stonebridge Capital Management
California
$3.51M +$447K +2,187 +15%
KFA
1131
Kelleher Financial Advisors
New York
$3.51M -$79.2K -387 -2%
GKFF
1132
George Kaiser Family Foundation
Oklahoma
$3.51M
EF
1133
Empirical Finance
Pennsylvania
$3.5M +$738K +3,607 +28%
CCM
1134
Compton Capital Management
Rhode Island
$3.5M -$286K -1,400 -8%
WANY
1135
Wealthspire Advisors (New York)
New York
$3.5M +$980K +4,789 +41%
MAM
1136
Martingale Asset Management
Massachusetts
$3.5M +$20.5K +100 +0.6%
HW
1137
Hedeker Wealth
Illinois
$3.49M -$243K -1,189 -7%
BP
1138
BBR Partners
New York
$3.48M +$249K +1,218 +8%
FGP
1139
Foyston, Gordon, & Payne
Ontario, Canada
$3.48M
DCM
1140
Discovery Capital Management
Connecticut
$3.47M +$3.33M +16,300 New
WG
1141
Watchman Group
Texas
$3.47M -$51.3K -251 -2%
CAM
1142
Cidel Asset Management
Ontario, Canada
$3.46M
AC
1143
Abbrea Capital
California
$3.45M -$161K -786 -5%
OSAM
1144
O'Shaughnessy Asset Management
Connecticut
$3.44M +$1.44M +7,023 +77%
CFFP
1145
Center for Financial Planning
Michigan
$3.42M -$68.9K -337 -2%
B
1146
Brightworth
Georgia
$3.41M -$93.1K -455 -3%
GAMC
1147
Garner Asset Management Corp
Texas
$3.41M +$154K +754 +5%
FPS
1148
Fieldpoint Private Securities
Connecticut
$3.41M +$52.8K +258 +2%
PFA
1149
Paradigm Financial Advisors
Missouri
$3.39M -$194K -950 -6%
SVWAG
1150
Sound View Wealth Advisors Group
Georgia
$3.39M -$20K -98 -0.6%

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.