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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
ATC
1576
Adirondack Trust Company
New York
$1.58M -$11.3K -55 -0.7%
JF
1577
JSF Financial
California
$1.58M +$409 +2 +0%
NDSI
1578
Newman Dignan & Sheerar Inc
Rhode Island
$1.57M -$7.16K -35 -0.5%
HP
1579
Hikari Power
Japan
$1.57M
BA
1580
Birinyi Associates
Connecticut
$1.57M -$44.2K -216 -3%
SIA
1581
Soltis Investment Advisors
Utah
$1.57M +$69.3K +339 +5%
FAG
1582
Financial Advisory Group
Texas
$1.56M -$30.9K -151 -2%
MJP
1583
Michael J. Puzo
$1.55M
AFP
1584
Ausdal Financial Partners
Iowa
$1.55M -$207K -1,010 -12%
BZWA
1585
Blue Zone Wealth Advisors
California
$1.55M +$1.49M +7,293 New
BOTW
1586
Bank of the West
California
$1.55M -$975K -4,765 -40%
SCM
1587
Spreng Capital Management
Ohio
$1.55M -$66.5K -325 -4%
DTIM
1588
Danda Trouve Investment Management
Kansas
$1.55M -$35.8K -175 -2%
VCM
1589
Vivaldi Capital Management
Illinois
$1.54M +$2.66K +13 +0.2%
CFG
1590
Capstone Financial Group
Oklahoma
$1.53M -$61.6K -301 -4%
SFSIG
1591
San Francisco Sentry Investment Group
California
$1.53M +$42.1K +206 +3%
EGA
1592
E&G Advisors
Texas
$1.53M +$20.5K +100 +1%
ICM
1593
Islay Capital Management
Texas
$1.53M -$118K -577 -7%
QI
1594
Qtron Investments
Massachusetts
$1.53M +$627K +3,067 +75%
S
1595
SimplyRich
California
$1.52M
SW
1596
SlateStone Wealth
Florida
$1.51M +$13.9K +68 +1%
ACM
1597
AlphaCrest Capital Management
New York
$1.51M +$832K +4,068 +134%
WMSA
1598
Weiss Multi-Strategy Advisers
New York
$1.51M +$1.45M +7,103 New
PSC
1599
Prentiss Smith & Co
Vermont
$1.51M
BMCM
1600
Bryn Mawr Capital Management
Pennsylvania
$1.51M -$240K -1,173 -14%

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.