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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
AIC
1476
Ameritas Investment Company
Nebraska
$1.89M
FMBTD
1477
First Midwest Bank Trust Division
Illinois
$1.89M -$117K -570 -6%
PFSC
1478
Peoples Financial Services Corp
Pennsylvania
$1.88M
RWM
1479
Ritholtz Wealth Management
New York
$1.88M +$373K +1,823 +26%
PFS
1480
Physicians Financial Services
North Carolina
$1.87M -$82.2K -402 -4%
EP
1481
EPIQ Partners
Minnesota
$1.87M -$174K -850 -9%
GWSG
1482
GPS Wealth Strategies Group
Colorado
$1.86M +$1.79M +8,753 New
RFA
1483
Reilly Financial Advisors
California
$1.86M -$335K -1,637 -16%
QFA
1484
Quattro Financial Advisors
Texas
$1.85M -$59.7K -292 -3%
TFM
1485
TFC Financial Management
Massachusetts
$1.85M +$1.78M +8,686 New
AIS
1486
American Investment Services
Massachusetts
$1.85M +$202K +987 +13%
FA
1487
FCG Advisors
New Jersey
$1.84M -$1.97M -9,614 -53%
WCM
1488
Whitener Capital Management
North Carolina
$1.83M -$17.4K -85 -1%
SCG
1489
Sonata Capital Group
Washington
$1.83M +$685K +3,350 +64%
Credit Agricole
1490
Credit Agricole
France
$1.83M -$125K -612 -7%
SIAP
1491
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.83M -$1.15M -5,610 -39%
LCP
1492
Legacy Capital Partners
Wisconsin
$1.83M +$247K +1,209 +16%
NWM
1493
Northwest Wealth Management
Iowa
$1.83M +$199K +975 +13%
MSFP
1494
Mark Sheptoff Financial Planning
Connecticut
$1.82M -$291K -1,425 -14%
TNB
1495
TCF National Bank
South Dakota
$1.82M -$1.1M -5,386 -39%
SCM
1496
SOL Capital Management
Maryland
$1.81M -$143K -700 -8%
AIL
1497
AGF Investments LLC
Ontario, Canada
$1.81M -$1.53M -7,503 -47%
AA
1498
Aufman Associates
Pennsylvania
$1.81M -$39.9K -195 -2%
BBNA
1499
Bremer Bank National Association
Minnesota
$1.8M +$290K +1,419 +20%
FPCG
1500
Fort Pitt Capital Group
Pennsylvania
$1.8M -$1.15M -5,600 -40%

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.