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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
TAM
1726
Townsend Asset Management
North Carolina
$1.19M +$19.4K +95 +2%
1WA
1727
180 Wealth Advisors
Washington
$1.18M +$46.4K +227 +4%
MSA
1728
Marino Stram & Associates
Massachusetts
$1.18M -$17.2K -84 -1%
KFS
1729
Kurt F. Somerville
$1.18M
MCM
1730
Monarch Capital Management
Indiana
$1.18M
MECA
1731
Miller Equity Capital Advisors
Texas
$1.17M +$307K +1,500 +38%
NGA
1732
Naples Global Advisors
Florida
$1.17M -$23.1K -113 -2%
DL
1733
DOHJ LLC
Washington
$1.17M -$17K -83 -1%
SAM
1734
Sequent Asset Management
Texas
$1.16M +$1.02K +5 +0.1%
5L
1735
55I LLC
Massachusetts
$1.16M +$14.7K +72 +1%
SWK
1736
Stephen W. Kidder
$1.16M
SIC
1737
SFE Investment Counsel
California
$1.16M +$39.7K +194 +4%
IF
1738
Intrua Financial
Texas
$1.16M -$39.5K -193 -4%
LC
1739
Lindbrook Capital
California
$1.16M -$6.75K -33 -0.6%
CSWG
1740
Cardinal Strategic Wealth Guidance
Kentucky
$1.15M -$81.2K -397 -7%
AFG
1741
Arkansas Financial Group
Arkansas
$1.15M
SB
1742
Strategic Blueprint
Georgia
$1.15M
BFS
1743
Baskin Financial Services
Ontario, Canada
$1.15M -$19.8M -96,692 -95%
ESB
1744
Essex Savings Bank
Connecticut
$1.15M +$11K +54 +1%
CNC
1745
Canandaigua National Corp
New York
$1.15M
HRC
1746
Hoertkorn Richard Charles
$1.14M -$34K -166 -3%
MGWM
1747
Marks Group Wealth Management
Minnesota
$1.14M +$66.1K +323 +6%
LP
1748
LGL Partners
Pennsylvania
$1.14M -$5.93K -29 -0.5%
FCM
1749
Firestone Capital Management
Florida
$1.13M -$18.4K -90 -2%
WCG
1750
Weaver Consulting Group
California
$1.13M +$23.9K +117 +2%

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.