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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
JGIA
1926
Jackson Grant Investment Advisers
Connecticut
$797K
IC
1927
Investment Counsel
Michigan
$796K +$20.5K +100 +3%
GPFA
1928
Game Plan Financial Advisors
Ohio
$793K +$23.5K +115 +3%
EWM
1929
Elmwood Wealth Management
California
$792K
NSAM
1930
North Star Asset Management
Wisconsin
$792K +$12.3K +60 +2%
IP
1931
Investment Partners
Ohio
$785K
CNBT
1932
Cornerstone National Bank & Trust
Illinois
$784K -$129M -632,170 -99%
CFA
1933
Capstone Financial Advisors
Illinois
$783K -$102K -500 -12%
NIC
1934
Northwest Investment Counselors
Oregon
$783K -$82.8K -405 -10%
LOAMS
1935
Lombard Odier Asset Management (Switzerland)
Switzerland
$782K +$751K +3,673 New
SFS
1936
Strategic Financial Services
New York
$781K -$10K -49 -1%
SCA
1937
Stonebridge Capital Advisors
Minnesota
$781K +$46K +225 +7%
CCM
1938
Chilton Capital Management
Texas
$780K
SIM
1939
SSI Investment Management
California
$779K -$16.4K -80 -2%
PT
1940
Plimoth Trust
Massachusetts
$776K -$4.91K -24 -0.7%
LWPC
1941
Legacy Wealth Partners (California)
California
$776K +$164K +800 +28%
OCPWS
1942
One Charles Private Wealth Services
Massachusetts
$774K -$582K -2,847 -44%
EA
1943
Elm Advisors
California
$774K -$143K -700 -16%
BA
1944
Bard Associates
Illinois
$774K -$10.2K -50 -1%
JIP
1945
Jaffetilchin Investment Partners
Florida
$773K +$86.9K +425 +13%
B
1946
Bridgeworth
Alabama
$772K -$48.3K -236 -6%
WAOTB
1947
Wealth Advisors of Tampa Bay
Florida
$772K
MS
1948
Maven Securities
Jersey
$771K +$743K +3,631 New
CNB
1949
Camden National Bank
Maine
$770K -$14.1K -69 -2%
CTA
1950
Chesley Taft & Associates
Illinois
$769K +$488K +2,385 +195%

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.