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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
GBBWRPM
1251
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$2.85M -$22.3K -109 -0.8%
AMIM
1252
Aull & Monroe Investment Management
Alabama
$2.85M -$30.1K -147 -1%
CCT
1253
Capital City Trust
Florida
$2.85M +$58.5K +286 +2%
AOWM
1254
Alpha Omega Wealth Management
Virginia
$2.83M
MCM
1255
Mitchell Capital Management
Kansas
$2.82M +$39.3K +192 +1%
MIC
1256
Means Investment Company
Maine
$2.81M -$147K -720 -5%
BCM
1257
Breiter Capital Management
Florida
$2.81M +$76.7K +375 +3%
IFG
1258
Investors Financial Group
Minnesota
$2.8M -$108K -527 -4%
DIA
1259
Dean Investment Associates
Ohio
$2.8M -$65.3K -319 -2%
PFM
1260
Parsec Financial Management
North Carolina
$2.79M -$125K -610 -4%
EWA
1261
Evolution Wealth Advisors
Florida
$2.79M +$349K +1,708 +15%
PFO
1262
Pathstone Family Office
New Jersey
$2.78M -$58.7K -287 -2%
AI
1263
Accredited Investors
Minnesota
$2.77M -$29.9K -146 -1%
SA
1264
SRH Advisors
Kansas
$2.77M +$90K +440 +3%
BIAS
1265
Beacon Investment Advisory Services
New Jersey
$2.77M +$254K +1,241 +11%
BCM
1266
Brookstone Capital Management
Illinois
$2.77M +$540K +2,639 +25%
YWP
1267
YorkBridge Wealth Partners
New York
$2.76M -$88.8K -434 -3%
AP
1268
Appleton Partners
Massachusetts
$2.76M -$6.14K -30 -0.2%
PI
1269
PEAK6 Investments
Illinois
$2.76M -$4.74M -23,189 -64%
OC
1270
Oarsman Capital
Wisconsin
$2.76M -$49.9K -244 -2%
PTP
1271
Platform Technology Partners
New York
$2.75M -$26.4K -129 -1%
AUB
1272
Atlantic Union Bankshares
Virginia
$2.75M -$219K -1,071 -8%
SBSB
1273
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.74M +$313K +1,532 +13%
PTC
1274
Private Trust Company
Ohio
$2.74M -$195K -954 -7%
CWA
1275
Clarity Wealth Advisors
California
$2.73M -$19.8K -97 -0.7%

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.