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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
DI
1151
DAGCO Inc
Ohio
$3.38M -$48.1K -235 -1%
CRC
1152
Curi RMB Capital
Illinois
$3.38M -$73.2K -358 -2%
PB
1153
Pinnacle Bancorp
Nebraska
$3.36M -$18.6K -91 -0.6%
FWSM
1154
First Wilshire Securities Management
California
$3.36M +$860K +4,203 +36%
IHL
1155
Investment House LLC
California
$3.36M -$2.97M -14,514 -48%
BFC
1156
Blue Fin Capital
Rhode Island
$3.35M -$142K -695 -4%
CT
1157
Chicago Trust
Illinois
$3.35M +$139K +679 +5%
IWM
1158
IHT Wealth Management
Illinois
$3.35M +$437K +2,135 +16%
WP
1159
WMS Partners
Maryland
$3.34M +$114K +556 +4%
TC
1160
Trust Company
Kansas
$3.33M -$45.6K -223 -1%
AW
1161
ACG Wealth
Georgia
$3.33M -$36.6K -179 -1%
RDWM
1162
Red Door Wealth Management
Tennessee
$3.29M +$18.2K +89 +0.6%
CWC
1163
Carolinas Wealth Consulting
North Carolina
$3.29M +$263K +1,285 +9%
RPSA
1164
Richard P. Slaughter Associates
Texas
$3.28M -$132K -646 -4%
MC
1165
Martin & Co
Tennessee
$3.27M -$22.5K -110 -0.7%
MIM
1166
Moseley Investment Management
Florida
$3.27M -$72.2K -353 -2%
PAM
1167
Paradigm Asset Management
New York
$3.26M -$511K -2,500 -14%
GIP
1168
Granite Investment Partners
California
$3.26M -$194K -950 -6%
PP
1169
Paloma Partners
Connecticut
$3.25M -$38.6M -188,756 -93%
WEC
1170
Winslow Evans & Crocker
Massachusetts
$3.24M -$172K -842 -5%
EW
1171
Evoke Wealth
California
$3.24M +$126K +615 +4%
HIM
1172
Harbour Investment Management
Washington
$3.24M +$131K +642 +4%
NC
1173
NovaPoint Capital
Georgia
$3.23M -$132K -646 -4%
WDA
1174
Wendell David Associates
New Hampshire
$3.22M +$107K +525 +4%
FBA
1175
Front Barnett Associates
Illinois
$3.22M

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.