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
KTA
2051
Keeley-Teton Advisors
Illinois
$651K
HSWM
2052
Hubbell Strickland Wealth Management
Louisiana
$649K -$53.2K -260 -8%
PWMG
2053
Prestige Wealth Management Group
New Jersey
$649K +$3.48K +17 +0.6%
CA
2054
Claro Advisors
Massachusetts
$647K +$35.6K +174 +6%
PCM
2055
Pennsylvania Capital Management
Pennsylvania
$646K -$1.15M -5,608 -65%
MCWS
2056
McKinley Carter Wealth Services
West Virginia
$646K
AF
2057
Apexium Financial
Texas
$645K -$32.9K -161 -5%
FBT
2058
First Bankers Trust
Kentucky
$639K -$7.16K -35 -1%
BCM
2059
Boltwood Capital Management
California
$634K -$14.3K -70 -2%
ACM
2060
Ategra Capital Management
Virginia
$633K
VFM
2061
Vivid Financial Management
California
$630K +$351K +1,714 +138%
SSWM
2062
Sheets Smith Wealth Management
North Carolina
$629K +$44K +215 +8%
RW
2063
RVW Wealth
California
$628K -$360K -1,760 -37%
MAM
2064
Marquette Asset Management
Minnesota
$627K
NSB
2065
Norway Savings Bank
Maine
$627K +$5.11K +25 +0.9%
KCM
2066
Karp Capital Management
California
$626K -$1.23M -6,008 -67%
PWAG
2067
Polaris Wealth Advisory Group
California
$626K -$43.4K -212 -7%
CCMG
2068
Clark Capital Management Group
Pennsylvania
$625K
FEG
2069
Financial Enhancement Group
Indiana
$624K +$15.8K +77 +3%
FFG
2070
Ford Financial Group
California
$623K +$92K +450 +18%
CPW
2071
Catalyst Private Wealth
California
$623K +$598K +2,925 New
FFA
2072
Founders Financial Alliance
North Carolina
$623K +$599K +2,928 New
RHAM
2073
Round Hill Asset Management
California
$619K
HWA
2074
HHM Wealth Advisors
Tennessee
$619K +$65.5K +320 +12%
BCM
2075
Bayesian Capital Management
New York
$619K +$594K +2,906 New

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.