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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
WC
1676
Winmill & Co
New York
$1.3M -$2.8M -13,690 -69%
CBB
1677
Citizens Business Bank
California
$1.3M -$215K -1,050 -15%
DCM
1678
Dimension Capital Management
Florida
$1.3M
MCA
1679
Magnolia Capital Advisors
Mississippi
$1.3M -$45.8K -224 -4%
AIM
1680
Avity Investment Management
Connecticut
$1.3M -$573K -2,801 -32%
DCM
1681
Donaldson Capital Management
Indiana
$1.3M +$1.25M +6,087 New
FMLI
1682
Fukoku Mutual Life Insurance
Japan
$1.29M +$123K +600 +11%
Holocene Advisors
1683
Holocene Advisors
New York
$1.29M -$47.8M -233,899 -97%
SA
1684
SL Advisors
New Jersey
$1.29M +$71K +347 +6%
SPC
1685
Stewart & Patten Company
California
$1.29M -$225K -1,100 -15%
WPC
1686
Waters Parkerson & Co
Louisiana
$1.28M -$116K -565 -9%
PTC
1687
Provident Trust Company
Wisconsin
$1.28M
VCM
1688
Vision Capital Management
Oregon
$1.28M
MFW
1689
Meristem Family Wealth
Minnesota
$1.28M
AAM
1690
Advisors Asset Management
Colorado
$1.28M +$62.6K +306 +5%
HAI
1691
Hennessy Advisors Inc
California
$1.28M -$205K -1,000 -14%
S
1692
Seeyond
France
$1.28M -$820K -4,007 -40%
EA
1693
Ellsworth Advisors
Ohio
$1.28M +$8.18K +40 +0.7%
W
1694
WealthStone
Ohio
$1.27M +$709K +3,468 +138%
BWA
1695
Burt Wealth Advisors
Maryland
$1.27M
BWM
1696
BigSur Wealth Management
Florida
$1.27M -$154K -751 -11%
WIA
1697
World Investment Advisors
California
$1.26M +$205 +1 +0%
VDI
1698
Vaughan David Investments
Illinois
$1.26M +$40.9K +200 +3%
SRAM
1699
Spouting Rock Asset Management
Pennsylvania
$1.26M +$1.21M +5,914 New
MWM
1700
Merriman Wealth Management
Washington
$1.26M +$115K +564 +11%

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.