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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
SG
1801
StoneX Group
New York
$1.02M -$20.9K -102 -2%
KP
1802
Keel Point
Alabama
$1.02M +$54.6K +267 +6%
JF
1803
Jump Financial
Illinois
$1.02M +$983K +4,805 New
VCM
1804
Vigilant Capital Management
Maine
$1.02M +$501K +2,450 +104%
SIM
1805
Sonora Investment Management
Arizona
$1.02M -$4.3K -21 -0.4%
AIP
1806
Almanack Investment Partners
Pennsylvania
$1.02M +$395K +1,929 +76%
MWM
1807
Mattern Wealth Management
Kansas
$1.02M
NOCM
1808
Night Owl Capital Management
Connecticut
$1.02M
TI
1809
tru Independence
Oregon
$1.02M -$1.49M -7,263 -60%
BMC
1810
Benin Management Corp
Connecticut
$1.01M
SIM
1811
Sadoff Investment Management
Wisconsin
$1.01M
KOMWMG
1812
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.01M +$1.02K +5 +0.1%
LRIA
1813
Leonard Rickey Investment Advisors
Washington
$1.01M +$78.3K +383 +9%
MMG
1814
Monetary Management Group
Missouri
$1.01M +$384K +1,875 +65%
RCA
1815
Rex Capital Advisors
Rhode Island
$1.01M
IFO
1816
Independent Family Office
New York
$1.01M -$4.71K -23 -0.5%
AIM
1817
ARGA Investment Management
Connecticut
$1.01M +$383K +1,870 +65%
TCOT
1818
Trust Company of Toledo
Ohio
$1.01M -$4.09K -20 -0.4%
RGIA
1819
Rainier Group Investment Advisory
Washington
$1.01M +$137K +670 +16%
LWM
1820
Liberty Wealth Management
California
$1.01M +$28.2K +138 +3%
HR
1821
Hardy Reed
Mississippi
$1M +$59.5K +291 +7%
HAIM
1822
Hunter Associates Investment Management
Pennsylvania
$1M -$205K -1,000 -18%
OCM
1823
Orleans Capital Management
Louisiana
$1M
WA
1824
Wambolt & Associates
Colorado
$1M -$6.96K -34 -0.7%
GIP
1825
Greatmark Investment Partners
Georgia
$1M

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.