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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
HAG
1401
HighPoint Advisor Group
Illinois
$2.18M
LSPW
1402
Lake Street Private Wealth
Illinois
$2.18M +$27.4K +134 +1%
PS
1403
Portfolio Strategies
New York
$2.18M
EWM
1404
Evermay Wealth Management
Virginia
$2.17M -$9.21K -45 -0.4%
IAM
1405
Iridian Asset Management
Connecticut
$2.17M
DBRC
1406
D.B. Root & Company
Pennsylvania
$2.16M -$23.5K -115 -1%
RSWM
1407
Robertson Stephens Wealth Management
California
$2.16M +$435K +2,126 +27%
WP
1408
WealthShield Partners
North Carolina
$2.16M +$618K +3,021 +42%
AWM
1409
Aberdeen Wealth Management
Illinois
$2.16M -$342K -1,672 -14%
CBFP
1410
Cedar Brook Financial Partners
Ohio
$2.14M -$59.1K -289 -3%
LFA
1411
Landmark Financial Advisors
Kentucky
$2.14M -$30.7K -150 -1%
VAS
1412
Vestmark Advisory Solutions
Massachusetts
$2.14M +$119K +583 +6%
LWS
1413
Lucia Wealth Services
California
$2.14M +$303K +1,480 +17%
MCM
1414
Matarin Capital Management
New York
$2.13M -$21.9K -107 -1%
BBP
1415
Banco BTG Pactual
Brazil
$2.13M +$1.02M +4,977 +99%
ATPW
1416
Ashton Thomas Private Wealth
Arizona
$2.13M -$93.3K -456 -4%
GSWM
1417
Golden State Wealth Management
California
$2.12M -$235K -1,148 -10%
AFIA
1418
America First Investment Advisors
Nebraska
$2.12M -$143K -700 -7%
TSWM
1419
Triangle Securities Wealth Management
North Carolina
$2.12M -$7.16K -35 -0.4%
V
1420
VeraBank
Texas
$2.11M -$20.5K -100 -1%
BSA
1421
Bull Street Advisors
Georgia
$2.11M
TAM
1422
Trust Asset Management
Texas
$2.11M +$898K +4,391 +80%
AAM
1423
Aureus Asset Management
Massachusetts
$2.1M -$154K -752 -7%
PGWM
1424
Parisi Gray Wealth Management
New Jersey
$2.1M -$16.8K -82 -0.8%
AIIMS
1425
Analyst IMS Investment Management Services
Israel
$2.09M -$190K -930 -9%

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.