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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
DC
1876
DeDora Capital
California
$882K +$28.2K +138 +3%
MC
1877
Maverick Capital
Texas
$877K +$843K +4,120 New
AWM
1878
Apollon Wealth Management
South Carolina
$870K +$345K +1,688 +70%
DSA
1879
Droms Strauss Advisors
Missouri
$868K +$834K +4,078 New
ACM
1880
Armbruster Capital Management
New York
$866K +$2.66K +13 +0.3%
GAM
1881
Gemmer Asset Management
California
$865K
AWA
1882
Acorn Wealth Advisors
Michigan
$864K -$123K -601 -13%
PFA
1883
Pettinga Financial Advisors
Indiana
$863K -$21.5K -105 -3%
Walleye Capital
1884
Walleye Capital
New York
$863K +$829K +4,053 New
RWA
1885
RGT Wealth Advisors
Texas
$861K +$20.7K +101 +3%
MAWCM
1886
Mine & Arao Wealth Creation & Management
California
$858K +$1.64K +8 +0.2%
LCM
1887
Logan Capital Management
Pennsylvania
$857K +$36.2K +177 +5%
PP
1888
Patten & Patten
Tennessee
$856K +$62K +303 +8%
PO
1889
Private Ocean
California
$855K -$15.3K -75 -2%
TP
1890
Tranquility Partners
Tennessee
$855K
FNFDCM
1891
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$854K -$205K -1,000 -20%
PPP
1892
Private Portfolio Partners
New Jersey
$853K +$233K +1,138 +40%
DA
1893
DCF Advisers
Connecticut
$852K -$1.53M -7,500 -65%
KFP
1894
KMG Fiduciary Partners
Ohio
$851K -$81.8K -400 -9%
RWA
1895
Redhawk Wealth Advisors
Minnesota
$850K +$179K +873 +28%
PWAP
1896
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$849K -$14.3K -70 -2%
PC
1897
Permit Capital
Pennsylvania
$849K +$94.1K +460 +13%
RHBC
1898
R.H. Bluestein & Co
Michigan
$848K +$102K +500 +14%
TPWA
1899
TRUE Private Wealth Advisors
Oregon
$847K -$26.4K -129 -3%
GC
1900
Gibson Capital
Pennsylvania
$845K +$409 +2 +0.1%

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.