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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
FCFC
1776
First Citizens Financial Corp
Iowa
$1.08M
WA
1777
WESPAC Advisors
California
$1.08M -$608K -2,971 -37%
FC
1778
Farley Capital
New York
$1.08M -$6.14K -30 -0.6%
HBT
1779
Hills Bank & Trust
Iowa
$1.07M +$29.5K +144 +3%
PPG
1780
Peak Planning Group
Colorado
$1.07M +$1.03M +5,036 New
VCM
1781
Versant Capital Management
Arizona
$1.07M
SP
1782
SWS Partners
Ohio
$1.07M +$1.03M +5,014 New
ICM
1783
IMS Capital Management
Oregon
$1.06M +$35.8K +175 +4%
HCMNY
1784
Howard Capital Management (New York)
New York
$1.06M -$128K -625 -11%
NL
1785
NVWM LLC
Pennsylvania
$1.06M -$9.41K -46 -0.9%
FCA
1786
FLC Capital Advisors
California
$1.06M -$80.2K -392 -7%
AIA
1787
Arbor Investment Advisors
North Carolina
$1.06M
DAM
1788
Doheny Asset Management
California
$1.06M
LJAC
1789
L.J. Altfest & Co
New York
$1.06M -$24.3K -119 -2%
LJHT
1790
Laurie J. Hall Trustee
$1.06M +$1.01M +4,958 New
OPCM
1791
Osborne Partners Capital Management
California
$1.05M
MA
1792
Modus Advisors
Minnesota
$1.05M +$351K +1,715 +53%
BWP
1793
Bernardo Wealth Planning
Pennsylvania
$1.05M +$423K +2,070 +73%
P
1794
&Partners
Tennessee
$1.04M -$247K -1,206 -20%
AAS
1795
Annex Advisory Services
Wisconsin
$1.04M +$613K +2,999 +160%
BWM
1796
BCS Wealth Management
Tennessee
$1.04M -$18K -88 -2%
I
1797
INVST
Indiana
$1.03M +$62K +303 +7%
FPFS
1798
First Personal Financial Services
North Carolina
$1.03M -$199K -973 -17%
HL
1799
HeadInvest LLC
Maine
$1.03M +$3.07K +15 +0.3%
FSA
1800
Fort Sheridan Advisors
Illinois
$1.03M +$20K +98 +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.