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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
OPA
1326
Old Port Advisors
Maine
$2.47M +$95.1K +465 +4%
MF
1327
Manchester Financial
California
$2.47M -$36.8K -180 -2%
AA
1328
Apriem Advisors
California
$2.45M
TCWA
1329
Ten Capital Wealth Advisors
Washington
$2.45M +$2.35M +11,506 New
HCA
1330
Horan Capital Advisors
Ohio
$2.45M +$8.59K +42 +0.4%
VPIM
1331
Vanguard Personalized Indexing Management
California
$2.45M +$452K +2,212 +24%
TIA
1332
Tiemann Investment Advisors
California
$2.43M +$244K +1,193 +12%
FFC
1333
Fure Financial Corporation
Minnesota
$2.43M +$62.8K +307 +3%
Cetera Investment Advisers
1334
Cetera Investment Advisers
Illinois
$2.43M +$87.8K +429 +4%
FLPIM
1335
F.L. Putnam Investment Management
Massachusetts
$2.43M -$113K -551 -5%
RCA
1336
Rowland Carmichael Advisors
Arizona
$2.43M +$22.3K +109 +1%
TSS
1337
Thomas Story & Son
Indiana
$2.43M +$2.05K +10 +0.1%
CCM
1338
Condor Capital Management
New Jersey
$2.42M -$44K -215 -2%
BCWM
1339
Blue Chip Wealth Management
Florida
$2.42M -$25.6K -125 -1%
VMPIC
1340
Varma Mutual Pension Insurance Co
Finland
$2.42M +$436K +2,132 +23%
FDS
1341
Freedom Day Solutions
Texas
$2.42M -$214K -1,047 -8%
LIM
1342
Lathrop Investment Management
Arkansas
$2.42M
CAG
1343
Curtis Advisory Group
California
$2.41M -$100K -491 -4%
KPW
1344
Kore Private Wealth
New York
$2.41M +$453K +2,214 +24%
DI
1345
DFPG Investments
Utah
$2.41M +$32.1K +157 +1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1346
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.41M +$628K +3,069 +37%
RCA
1347
Resonant Capital Advisors
Wisconsin
$2.4M +$38.7K +189 +2%
MCM
1348
Marathon Capital Management
Maryland
$2.4M -$42.3K -207 -2%
PP
1349
Pegasus Partners
Wisconsin
$2.4M +$270K +1,321 +13%
WC
1350
Weil Company
California
$2.39M +$391K +1,911 +21%

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.