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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
WAS
1826
Wealth Advisory Solutions
Indiana
$999K +$487K +2,382 +103%
FPGK
1827
Financial Partners Group (Kansas)
Kansas
$994K +$226K +1,103 +31%
COF
1828
Capital One Financial
Virginia
$992K -$19.4K -95 -2%
COLIM
1829
City of London Investment Management
United Kingdom
$990K
PNAA
1830
Pictet North America Advisors
Switzerland
$990K
AIP
1831
Ahrens Investment Partners
Louisiana
$989K -$74.3K -363 -7%
PWSG
1832
Pacific Wealth Strategies Group
California
$989K -$54.2K -265 -5%
ALAM
1833
Asahi Life Asset Management
Japan
$981K +$118K +575 +14%
JJ
1834
JDC-JSC
New York
$980K +$116K +568 +14%
TC
1835
Toews Corporation
New Jersey
$980K +$941K +4,600 New
ZCA
1836
Zeke Capital Advisors
Pennsylvania
$979K +$38K +186 +4%
DS
1837
DRW Securities
Illinois
$978K +$940K +4,594 New
OCM
1838
Osterweis Capital Management
California
$976K +$54.4K +266 +6%
JCM
1839
Jag Capital Management
Missouri
$973K +$380K +1,858 +69%
AFC
1840
AFT Forsyth & Company
Florida
$968K -$11.3K -55 -1%
DTL
1841
Dynamic Technology Lab
Singapore
$968K +$124K +605 +15%
AIM
1842
Acropolis Investment Management
Missouri
$966K -$19.4K -95 -2%
Edgewood Management
1843
Edgewood Management
Connecticut
$966K
VFPI
1844
Vantage Financial Partners (Illinois)
Illinois
$958K
W
1845
Wealthquest
Ohio
$956K -$307K -1,500 -25%
AFS
1846
Axiom Financial Strategies
Indiana
$956K
LWA
1847
Lineweaver Wealth Advisors
Ohio
$956K +$13.5K +66 +1%
EMG
1848
ETF Managers Group
New Jersey
$952K -$30.3K -148 -3%
EFSCE
1849
Enterprise Financial Services Corp (EFSC)
Missouri
$951K -$21.9K -107 -2%
LCM
1850
LVM Capital Management
Michigan
$951K -$10.2K -50 -1%

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.