We are live on ! Find out more
BRK.B icon

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
WGA
1951
Weather Gauge Advisory
Virginia
$767K
BONST
1952
Bank of Nova Scotia Trust
Ontario, Canada
$767K +$737K +3,602 New
CC
1953
Cornerstone Capital
California
$766K -$9.82K -48 -1%
LF
1954
LifeSteps Financial
California
$766K +$26.6K +130 +4%
MCG
1955
McCollum Christoferson Group
New York
$766K +$736K +3,597 New
LF
1956
Lantz Financial
Illinois
$764K
WCA
1957
Windsor Creek Advisors
Vermont
$763K +$3.68K +18 +0.5%
AWM
1958
AllSquare Wealth Management
New York
$758K
PCFFS
1959
Pacific Center for Financial Services
California
$758K
RWB
1960
RMR Wealth Builders
New Jersey
$758K +$650K +3,177 +825%
WA
1961
Winfield Associates
Ohio
$757K -$20.5K -100 -3%
Aristotle Capital Management
1962
Aristotle Capital Management
California
$756K -$37K -181 -5%
ACA
1963
Affinity Capital Advisors
California
$756K +$435K +2,126 +149%
SIAS
1964
Shine Investment Advisory Services
Colorado
$748K +$9.21K +45 +1%
BWA
1965
BDO Wealth Advisors
Florida
$747K -$66.7K -326 -8%
VIA
1966
Vident Investment Advisory
Georgia
$745K -$309K -1,513 -30%
PA
1967
PFG Advisors
Arizona
$745K +$22.1K +108 +3%
GCC
1968
Game Creek Capital
Massachusetts
$745K +$716K +3,500 New
G
1969
GenTrust
Florida
$744K -$16.4K -80 -2%
CST
1970
Charles Schwab Trust
Nevada
$744K +$32.9K +161 +5%
LPIC
1971
LeJeune Puetz Investment Counsel
Michigan
$742K
HFA
1972
HC Financial Advisors
California
$742K +$110K +540 +18%
LFA
1973
Legacy Financial Advisors
Kentucky
$742K +$713K +3,484 New
SG
1974
Strid Group
Pennsylvania
$741K -$10.2K -50 -1%
SA
1975
Sunesis Advisors
Kansas
$741K

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.