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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
AIA
1301
AIMZ Investment Advisors
California
$2.6M -$5.11K -25 -0.2%
PP
1302
PDS Planning
Ohio
$2.59M +$166K +812 +7%
GWCM
1303
Godshalk Welsh Capital Management
Pennsylvania
$2.59M +$20.5K +100 +0.8%
RR
1304
Robotti Robert
$2.58M +$1.84M +8,989 +288%
IIC
1305
Ironwood Investment Counsel
Arizona
$2.58M +$26.4K +129 +1%
WPA
1306
Winning Points Advisors
Florida
$2.57M +$28.8K +141 +1%
FC
1307
FORA Capital
Florida
$2.57M +$1.18M +5,784 +92%
TIA
1308
Traphagen Investment Advisors
New Jersey
$2.55M +$2.45M +11,984 +85,600%
PL
1309
Plancorp LLC
Missouri
$2.55M +$46K +225 +2%
PG
1310
Patten Group
Tennessee
$2.55M
RA
1311
RFG Advisory
Alabama
$2.54M +$1.68M +8,236 +222%
WTB
1312
Washington Trust Bank
Washington
$2.54M -$15.3K -75 -0.6%
KF
1313
Krilogy Financial
Missouri
$2.54M -$489K -2,389 -17%
FCB
1314
First Command Bank
Texas
$2.54M +$115K +564 +5%
FCFS
1315
First Command Financial Services
Texas
$2.54M +$115K +564 +5%
NAS
1316
Nicolet Advisory Services
Wisconsin
$2.52M -$116K -569 -5%
BCM
1317
Blume Capital Management
California
$2.51M +$102K +500 +4%
TAM
1318
Taurus Asset Management
New York
$2.51M -$153K -750 -6%
NAM
1319
NorthCoast Asset Management
Connecticut
$2.5M -$261K -1,275 -10%
RFWA
1320
RPg Family Wealth Advisory
Massachusetts
$2.5M +$166K +811 +7%
BI
1321
Bramshill Investments
Florida
$2.49M
GVAG
1322
Great Valley Advisor Group
Delaware
$2.49M +$642K +3,137 +37%
HPCM
1323
High Pointe Capital Management
Illinois
$2.48M -$32.7K -160 -1%
IIC
1324
Integrated Investment Consultants
Michigan
$2.48M -$111K -543 -4%
Jacobs Levy Equity Management
1325
Jacobs Levy Equity Management
New Jersey
$2.48M +$657K +3,211 +38%

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.