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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
AWS
1751
AJ Wealth Strategies
New York
$1.13M +$173K +848 +19%
GGI
1752
Godsey & Gibb Inc
Virginia
$1.12M -$24.1K -118 -2%
MFG
1753
MidWestOne Financial Group
Iowa
$1.12M -$84.9K -415 -7%
CPO
1754
Cerity Partners OCIO
New York
$1.12M -$336K -1,643 -24%
NQWM
1755
Northwest Quadrant Wealth Management
Oregon
$1.12M
BCMO
1756
Buckingham Capital Management (Ohio)
Ohio
$1.12M -$241K -1,177 -18%
CIP
1757
Convergence Investment Partners
Florida
$1.11M +$11.9K +58 +1%
AB
1758
Atlas Brown
Kentucky
$1.11M -$409 -2 -0%
ECM
1759
Estabrook Capital Management
New York
$1.11M -$86.9K -425 -8%
AA
1760
Alesco Advisors
New York
$1.11M
MCM
1761
Maple Capital Management
Vermont
$1.1M -$35.2K -172 -3%
WSC
1762
Wellington Shields & Co
New York
$1.1M +$252K +1,232 +31%
IC
1763
Intersect Capital
California
$1.1M +$630K +3,082 +148%
PFA
1764
Pure Financial Advisors
California
$1.1M
EWM
1765
EPG Wealth Management
Georgia
$1.1M -$19.8K -97 -2%
APG
1766
Abacus Planning Group
South Carolina
$1.1M -$331K -1,620 -24%
VFP
1767
Verus Financial Partners
Virginia
$1.1M +$570K +2,787 +118%
CCM
1768
Carlson Capital Management
Minnesota
$1.09M -$137K -668 -12%
QPWM
1769
Quadrant Private Wealth Management
Pennsylvania
$1.09M +$108K +526 +11%
CIA
1770
Compass Ion Advisors
Pennsylvania
$1.09M +$614K +3,004 +142%
RIS
1771
Retirement Income Solutions
Michigan
$1.09M +$26.6K +130 +3%
GCAC
1772
Guardian Capital Advisors (Canada)
Ontario, Canada
$1.08M -$27.6K -135 -3%
GL
1773
Graypoint LLC
New York
$1.08M +$1.04M +5,080 New
NWA
1774
New World Advisors
Massachusetts
$1.08M -$220K -1,075 -17%
GC
1775
Gilbert & Cook
Iowa
$1.08M -$9.21K -45 -0.9%

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.