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
ACM
1226
Allred Capital Management
Texas
$2.94M -$106K -520 -4%
MWM
1227
Marietta Wealth Management
Georgia
$2.94M -$1.31M -6,381 -32%
AF
1228
Advisornet Financial
Minnesota
$2.93M -$306K -1,496 -10%
MMPW
1229
Mitchell McLeod Pugh & Williams
Alabama
$2.92M +$123K +600 +5%
KWM
1230
Kingsview Wealth Management
Oregon
$2.91M +$392K +1,914 +16%
FHA
1231
Flagship Harbor Advisors
Massachusetts
$2.91M -$53.4K -261 -2%
PWP
1232
Principle Wealth Partners
Connecticut
$2.91M -$1.1M -5,389 -28%
DI
1233
Diligent Investors
California
$2.91M -$67.5K -330 -2%
ECM
1234
EagleClaw Capital Management
Massachusetts
$2.9M
WG
1235
Welch Group
Alabama
$2.9M -$40.5K -198 -1%
ERIM
1236
Eagle Ridge Investment Management
Connecticut
$2.9M +$534K +2,610 +24%
PWP
1237
Personal Wealth Partners
Minnesota
$2.9M -$8.59K -42 -0.3%
CCM
1238
Canal Capital Management
Virginia
$2.9M -$1.85M -9,023 -40%
TF
1239
Tompkins Financial
New York
$2.89M +$22.9K +112 +0.8%
SP
1240
Symmetry Partners
Connecticut
$2.89M +$2.78M +13,583 New
HC
1241
Hourglass Capital
Texas
$2.89M -$20.5K -100 -0.7%
BAM
1242
Berkshire Asset Management
Pennsylvania
$2.89M +$249K +1,218 +10%
STA
1243
Summit Trail Advisors
New York
$2.89M +$417K +2,040 +19%
PAM
1244
Pegasus Asset Management
New York
$2.88M +$8.39K +41 +0.3%
PCIA
1245
Prime Capital Investment Advisors
Kansas
$2.88M +$1.33M +6,503 +93%
CAM
1246
Cozad Asset Management
Illinois
$2.88M -$18.4K -90 -0.7%
TW
1247
Transform Wealth
Colorado
$2.87M -$82.8K -405 -3%
CC
1248
Claybrook Capital
Massachusetts
$2.86M -$51.1K -250 -2%
DIA
1249
Dana Investment Advisors
Wisconsin
$2.85M +$43.6K +213 +2%
MHIC
1250
Marble Harbor Investment Counsel
Massachusetts
$2.85M +$290K +1,417 +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.