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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
JSL
1701
JT Stratford LLC
Georgia
$1.25M -$444K -2,170 -27%
HFG
1702
Heron Financial Group
New York
$1.25M +$205 +1 +0%
BG
1703
Berry Group
Massachusetts
$1.25M
CWM
1704
Calamos Wealth Management
Illinois
$1.25M +$326K +1,593 +37%
SCM
1705
Sterneck Capital Management
Missouri
$1.24M +$19.8K +97 +2%
CS
1706
Comerica Securities
Michigan
$1.24M -$466K -2,280 -28%
BST
1707
Bath Savings Trust
Maine
$1.23M -$5.32K -26 -0.4%
WA
1708
Waverly Advisors
Alabama
$1.23M +$266K +1,298 +27%
JAFL
1709
Jay A. Fishman Ltd
Michigan
$1.23M
SCA
1710
Snowden Capital Advisors
New York
$1.22M -$784K -3,832 -40%
SL
1711
Stevard LLC
Illinois
$1.22M -$81.8K -400 -7%
CB
1712
Community Bank
New York
$1.22M -$91.6K -448 -7%
VR
1713
Viridian RIA
Washington
$1.22M +$154K +751 +15%
TW
1714
TrinityPoint Wealth
Connecticut
$1.21M +$99.4K +486 +9%
IAS
1715
IMA Advisory Services
Colorado
$1.21M +$15.5K +76 +1%
PFA
1716
Professional Financial Advisors
Nebraska
$1.21M -$54K -264 -4%
GCA
1717
Gradient Capital Advisors
California
$1.21M -$26.4K -129 -2%
PAS
1718
Partnervest Advisory Services
California
$1.21M +$84.9K +415 +8%
UAS
1719
United Asset Strategies
New York
$1.2M +$55.2K +270 +5%
LBD
1720
Landsberg Bennett & Dubbaneh
Florida
$1.2M +$231K +1,130 +25%
LWM
1721
Lyell Wealth Management
California
$1.19M -$27.6K -135 -2%
AAM
1722
Ascension Asset Management
New York
$1.19M +$1.15M +5,600 New
BCM
1723
Bourgeon Capital Management
Connecticut
$1.19M
GC
1724
GFG Capital
Florida
$1.19M -$19.2K -94 -2%
BAM
1725
Baldrige Asset Management
Pennsylvania
$1.19M

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.