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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
PWMAG
1526
Pinnacle Wealth Management Advisory Group
New Jersey
$1.69M -$113K -553 -7%
IRAG
1527
Investment Research & Advisory Group
Georgia
$1.68M -$55.8K -273 -3%
Walleye Trading
1528
Walleye Trading
New York
$1.68M -$17M -83,134 -91%
ACP
1529
Ashfield Capital Partners
California
$1.68M -$182K -892 -10%
B
1530
Bailard
California
$1.68M +$66.9K +327 +4%
ACS
1531
Archford Capital Strategies
Illinois
$1.67M -$40.1K -196 -2%
SFG
1532
SNS Financial Group
Minnesota
$1.67M -$38.9K -190 -2%
ARMC
1533
American Research & Management Company
Massachusetts
$1.67M -$16.4K -80 -1%
BWP
1534
Baldwin Wealth Partners
Massachusetts
$1.67M +$74.7K +365 +5%
MCCP
1535
Mission Creek Capital Partners
California
$1.66M +$79.8K +390 +5%
HIC
1536
Holderness Investments Company
North Carolina
$1.66M +$376K +1,840 +31%
PCMC
1537
Private Capital Management (Colorado)
Colorado
$1.66M -$49.1K -240 -3%
SAM
1538
Security Asset Management
New York
$1.66M -$164K -800 -9%
FMB
1539
Field & Main Bank
Kentucky
$1.66M -$27.2K -133 -2%
PWM
1540
PRW Wealth Management
Massachusetts
$1.66M -$100K -490 -6%
AR
1541
Advisory Research
Illinois
$1.65M -$206K -1,005 -12%
GC
1542
Garde Capital
Washington
$1.64M +$51.1K +250 +3%
HTHT
1543
Hemenway Trust Hemenway Trust
New Hampshire
$1.64M -$61.4K -300 -4%
NERM
1544
New England Research & Management
Illinois
$1.64M +$184K +900 +13%
JG
1545
Jefferies Group
New York
$1.64M -$819K -4,002 -34%
CCG
1546
Cypress Capital Group
Florida
$1.63M -$78.1K -382 -5%
PWG
1547
Private Wealth Group
Florida
$1.63M -$490K -2,395 -24%
ACM
1548
Ashford Capital Management
Delaware
$1.63M +$143K +700 +10%
TMAM
1549
Tokio Marine Asset Management
Japan
$1.63M +$188K +917 +14%
PFBT
1550
Parkside Financial Bank & Trust
Missouri
$1.63M -$362K -1,770 -19%

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.