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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
DWM
2026
Darwin Wealth Management
Florida
$673K -$188K -920 -23%
SAM
2027
S.A. Mason
Michigan
$673K +$647K +3,164 New
ITIM
2028
Indiana Trust & Investment Management
Indiana
$672K -$11.3K -55 -2%
SLT
2029
St Louis Trust
Missouri
$671K
EB
2030
Eastern Bank
Massachusetts
$670K +$8.39K +41 +1%
GA
2031
Geller Advisors
New York
$670K +$30.9K +151 +5%
CS
2032
Capital Square
Tennessee
$669K +$75.7K +370 +13%
BMM
2033
Buffington Mohr McNeal
Idaho
$666K -$81.8K -400 -11%
IA
2034
IFG Advisors
Missouri
$666K +$4.09K +20 +0.6%
CRCM
2035
Corbett Road Capital Management
Virginia
$664K +$23.1K +113 +4%
VAG
2036
VisionPoint Advisory Group
Texas
$662K -$15.5K -76 -2%
MIH
2037
Meitav Investment House
Israel
$662K +$29.9K +146 +5%
AWM
2038
Aries Wealth Management
Maine
$661K
CP
2039
Camelot Portfolios
Ohio
$661K +$40.9K +200 +7%
HCM
2040
Hengehold Capital Management
Ohio
$660K +$2.05K +10 +0.3%
9WM
2041
9258 Wealth Management
Ohio
$660K +$2.66K +13 +0.4%
FC
2042
Financial Consulate
Maryland
$659K -$818 -4 -0.1%
BIA
2043
Bigelow Investment Advisors
Maine
$657K -$10.2K -50 -2%
PRWA
2044
Platte River Wealth Advisors
Colorado
$656K -$134K -656 -18%
KLCM
2045
KG&L Capital Management
Louisiana
$656K +$10.2K +50 +2%
WB
2046
Webster Bank
Connecticut
$655K -$20.5K -100 -3%
GLA
2047
Good Life Advisors
Pennsylvania
$654K -$20.7K -101 -3%
LIM
2048
Lagoda Investment Management
New York
$653K +$205K +1,000 +48%
TCM
2049
Tradewinds Capital Management
Washington
$652K -$5.73K -28 -0.9%
DMC
2050
Drexel Morgan & Co
Pennsylvania
$652K

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.