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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
I2I
1601
Insight 2811 Inc
Illinois
$1.5M -$18.8K -92 -1%
PWPS
1602
Pinnacle Wealth Planning Services
Ohio
$1.5M +$263K +1,284 +22%
RHJA
1603
Rice Hall James & Associates
California
$1.5M -$164K -801 -10%
FC
1604
Ferris Capital
Massachusetts
$1.5M +$13.1K +64 +0.9%
MFW
1605
Mosaic Family Wealth
Missouri
$1.5M -$65.5K -320 -4%
SMC
1606
Smith, Moore & Co
Missouri
$1.5M +$10.2K +50 +0.7%
LW
1607
Linscomb Wealth
Texas
$1.5M +$3.07K +15 +0.2%
MGIM
1608
M&G Investment Management
United Kingdom
$1.49M -$45.8K -224 -3%
GFS
1609
GYL Financial Synergies
Connecticut
$1.49M +$10.2K +50 +0.7%
AT
1610
Arden Trust
Delaware
$1.48M -$27.2K -133 -2%
KAH
1611
Kathryn A. Hall
$1.48M
GWM
1612
Greenwich Wealth Management
Connecticut
$1.47M -$23.1K -113 -2%
AMG
1613
Asset Management Group
Connecticut
$1.47M
AO
1614
Allen Operations
New York
$1.47M
GP
1615
Girard Partners
Pennsylvania
$1.47M -$411K -2,007 -23%
IMOV
1616
Investment Management of Virginia
Virginia
$1.46M -$200K -976 -12%
ACA
1617
Atlas Capital Advisors
Wyoming
$1.46M -$119K -580 -8%
PJB
1618
Paul John Balson
California
$1.46M -$108K -526 -7%
AWA
1619
Arkadios Wealth Advisors
Georgia
$1.46M +$76.3K +373 +6%
SC
1620
Searle & Co
Connecticut
$1.46M
WCAMG
1621
Woodard & Company Asset Management Group
North Carolina
$1.46M +$24.3K +119 +2%
GCM
1622
Galibier Capital Management
Ontario, Canada
$1.45M
LPT
1623
Legacy Private Trust
Wisconsin
$1.45M +$8.39K +41 +0.6%
NA
1624
Nottingham Advisors
New York
$1.45M +$157K +768 +13%
CSPIA
1625
Cary Street Partners Investment Advisory
Virginia
$1.45M +$1.39M +6,802 New

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.