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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
SMI
1976
Shelter Mutual Insurance
Missouri
$739K
AFA
1977
Atlanta Financial Associates
Georgia
$735K +$23.7K +116 +3%
JMFC
1978
J.M. Forbes & Co
Massachusetts
$733K
WAOI
1979
Wealth Advisors of Iowa
Iowa
$731K -$91K -445 -11%
GCP
1980
Gill Capital Partners
Colorado
$731K -$12.3K -60 -2%
ACM
1981
Argent Capital Management
Missouri
$727K
AF
1982
Affiance Financial
Minnesota
$726K
FNBOSM
1983
First National Bank of South Miami
Florida
$725K -$21.1K -103 -3%
ACA
1984
Ackerman Capital Advisors
Texas
$725K
OHS
1985
Odey Holdings (Switzerland)
Switzerland
$724K
AC
1986
Aristides Capital
Kentucky
$723K
GGHC
1987
Gilder Gagnon Howe & Co
New York
$723K +$41.7K +204 +6%
VC
1988
Veracity Capital
Georgia
$720K -$18K -88 -3%
NPT
1989
Nixon Peabody Trust
Massachusetts
$719K -$150K -735 -18%
PHIMC
1990
Private Harbour Investment Management & Counsel
Ohio
$718K
MWP
1991
Meridian Wealth Partners
Pennsylvania
$718K +$8.59K +42 +1%
ANB
1992
Amarillo National Bank
Texas
$717K
PG
1993
Proffitt & Goodson
Tennessee
$715K -$8.59K -42 -1%
CCM
1994
Cribstone Capital Management
Maine
$710K -$199K -975 -23%
MCPPUI
1995
MIC Capital Partners (Public) (US) IM
United Arab Emirates
$710K
PA
1996
Parkside Advisors
California
$709K
RP
1997
Riverbridge Partners
Minnesota
$707K
GDP
1998
Great Diamond Partners
Maine
$706K +$20.3K +99 +3%
DA
1999
Detalus Advisors
Missouri
$705K -$40.5K -198 -6%
PPW
2000
Parcion Private Wealth
Washington
$705K +$6.55K +32 +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.