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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
BF
1551
Blankinship & Foster
California
$1.63M +$149K +729 +11%
SDH
1552
Sloy Dahl & Holst
Washington
$1.62M -$255K -1,248 -14%
FAM
1553
Formidable Asset Management
Ohio
$1.62M +$17.4K +85 +1%
GEA
1554
Glen Eagle Advisors
New Jersey
$1.62M +$502K +2,455 +48%
IWP
1555
Icon Wealth Partners
Texas
$1.62M -$934K -4,566 -38%
QCM
1556
Quest Capital Management
Texas
$1.62M +$111K +544 +8%
ST
1557
Sabal Trust
Florida
$1.62M +$117K +571 +8%
BFPW
1558
BOK Financial Private Wealth
Colorado
$1.62M -$37.6K -184 -2%
MCM
1559
Magnolia Capital Management
New York
$1.62M
RPC
1560
Rossmore Private Capital
Connecticut
$1.61M -$168K -820 -10%
1W
1561
1776 Wealth
Georgia
$1.61M
EH
1562
Employers Holdings
Nevada
$1.61M -$1.06M -5,185 -41%
NAM
1563
NTV Asset Management
West Virginia
$1.61M -$30.7K -150 -2%
LAIC
1564
Lederer & Associates Investment Counsel
California
$1.61M -$9K -44 -0.6%
IFWM
1565
Institute for Wealth Management
Colorado
$1.6M -$83.5K -408 -5%
CA
1566
Cortland Associates
Missouri
$1.6M
OIA
1567
Optimum Investment Advisors
Illinois
$1.6M
VA
1568
Valmark Advisers
Ohio
$1.6M +$153K +748 +11%
SAG
1569
Spotlight Asset Group
Illinois
$1.6M -$32.5K -159 -2%
KA
1570
Klingman & Associates
New York
$1.59M +$55K +269 +4%
ADL
1571
Asset Dedication LLC
California
$1.59M +$135K +659 +10%
MCM
1572
Maryland Capital Management
Maryland
$1.58M -$143K -697 -9%
XF
1573
XML Financial
Maryland
$1.58M +$22.3K +109 +1%
EWM
1574
Endurance Wealth Management
Rhode Island
$1.58M -$19.4K -95 -1%
MMHP
1575
Murphy Middleton Hinkle & Parker
Georgia
$1.58M -$43K -210 -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.