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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
LRPA
1426
L. Roy Papp & Associates
Arizona
$2.08M
SFA
1427
Semmax Financial Advisors
North Carolina
$2.06M -$127K -623 -6%
TTWM
1428
TCV Trust & Wealth Management
Virginia
$2.06M +$9.82K +48 +0.5%
RWM
1429
RKL Wealth Management
Pennsylvania
$2.05M -$223K -1,091 -10%
IAIM
1430
International Assets Investment Management
Florida
$2.05M -$225K -1,099 -10%
CA
1431
Corrado Advisors
New Jersey
$2.05M -$2.66K -13 -0.2%
WA
1432
WealthTrust Axiom
Pennsylvania
$2.03M
AMC
1433
Asset Management Corp
Illinois
$2.03M +$52K +254 +3%
MFG
1434
Magnus Financial Group
New York
$2.02M -$104K -508 -5%
FNBSF
1435
First National Bank Sioux Falls
South Dakota
$2.02M +$276K +1,350 +17%
ZIC
1436
ZWJ Investment Counsel
Georgia
$2.02M +$14.3K +70 +0.7%
SAM
1437
SignalPoint Asset Management
Missouri
$2.01M +$498K +2,435 +35%
ETC
1438
Exchange Traded Concepts
Oklahoma
$2.01M +$1.93M +9,449 New
LFS
1439
Legacy Financial Strategies
Kansas
$2.01M -$72.6K -355 -4%
LHC
1440
Little House Capital
Massachusetts
$2.01M -$5.11K -25 -0.3%
ATFA
1441
All Terrain Financial Advisors
Minnesota
$2M
SCA
1442
Sippican Capital Advisors
Massachusetts
$2M +$201K +985 +12%
WAM
1443
Weatherly Asset Management
California
$2M +$23.5K +115 +1%
QCG
1444
Quadrant Capital Group
Ohio
$2M -$38.9K -190 -2%
CF
1445
Centaurus Financial
California
$1.99M -$478K -2,336 -20%
LWANC
1446
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.99M -$5.11K -25 -0.3%
IIM
1447
Intact Investment Management
Quebec, Canada
$1.98M
BWM
1448
BerganKDV Wealth Management
Minnesota
$1.98M +$29.9K +146 +2%
BCM
1449
BTR Capital Management
California
$1.98M -$176K -860 -8%
LL
1450
LPWM LLC
Minnesota
$1.98M +$51.1K +250 +3%

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.