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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
HP
1901
Holowesko Partners
Bahamas
$844K
FFBTD
1902
First Financial Bank - Trust Division
Ohio
$835K -$4.91K -24 -0.6%
NWP
1903
Northstar Wealth Partners
Connecticut
$833K -$211K -1,032 -21%
XWM
1904
Xcel Wealth Management
Florida
$833K -$7.16K -35 -0.9%
AWM
1905
Atticus Wealth Management
Florida
$832K -$114K -556 -12%
GSC
1906
G&S Capital
Colorado
$832K
GHA
1907
GW Henssler & Associates
Georgia
$830K -$27.8K -136 -3%
TFA
1908
Teamwork Financial Advisors
Texas
$826K -$3.13M -15,321 -80%
SWM
1909
SeaCrest Wealth Management
New York
$826K
SCM
1910
Southport Capital Management
Tennessee
$825K -$31.1K -152 -4%
BT
1911
Brandywine Trust
Delaware
$825K
BIA
1912
Biondo Investment Advisors
Pennsylvania
$820K +$20.5K +100 +3%
THWM
1913
Taylor Hoffman Wealth Management
Virginia
$817K -$646K -3,160 -45%
CAGAS
1914
Capital Advisory Group Advisory Services
Minnesota
$817K +$58.7K +287 +8%
GKWIM
1915
Gerber Kawasaki Wealth & Investment Management
California
$813K -$25.6K -125 -3%
NIM
1916
NuWave Investment Management
New Jersey
$807K -$485K -2,372 -38%
PM
1917
Penbrook Management
New York
$804K -$97.2K -475 -11%
LWP
1918
Legacy Wealth Planning
Nevada
$804K -$76.5K -374 -9%
RZH
1919
Relyea Zuckerberg Hanson
Connecticut
$804K -$24.5K -120 -3%
BWP
1920
BSW Wealth Partners
Colorado
$804K -$18.2K -89 -2%
IFAM
1921
Institutional & Family Asset Management
Colorado
$802K -$172K -843 -18%
WAAG
1922
Wealth Alliance Advisory Group
Kansas
$802K +$47.5K +232 +7%
SWA
1923
Sutton Wealth Advisors
Florida
$802K -$409 -2 -0.1%
RWA
1924
River Wealth Advisors
Pennsylvania
$800K -$18.4K -90 -2%
SGK
1925
Steigerwald Gordon & Koch
Virginia
$798K -$34.6K -169 -4%

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.