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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
SCM
2076
Schnieders Capital Management
California
$618K +$14.5K +71 +3%
DSC
2077
Duncker Streett & Co
Missouri
$617K -$14.3K -70 -2%
W
2078
WealthOne
New York
$617K -$3.07K -15 -0.5%
CHJWM
2079
Carlton Hofferkamp & Jenks Wealth Management
Texas
$615K
MA
2080
MCF Advisors
Kentucky
$615K
SSA
2081
South Street Advisors
New York
$615K
IAA
2082
Ironsides Asset Advisors
North Carolina
$611K -$94.1K -460 -14%
MPCG
2083
Matrix Private Capital Group
New York
$610K +$29K +142 +5%
CGA
2084
Crescent Grove Advisors
Illinois
$608K
CFD
2085
Creative Financial Designs
Indiana
$607K -$5.52K -27 -0.9%
SB
2086
Sunflower Bank
Texas
$607K +$5.93K +29 +1%
CIS
2087
Capital International Sarl
California
$606K
AWM
2088
Aevitas Wealth Management
Massachusetts
$606K +$17.8K +87 +3%
AFAS
2089
Acorn Financial Advisory Services
Virginia
$605K -$17.2K -84 -3%
TWM
2090
Triton Wealth Management
Arizona
$604K -$4.5K -22 -0.8%
BOM
2091
Bank of Marin
California
$603K +$25.6K +125 +5%
OAM
2092
Oak Asset Management
California
$600K
HHGA
2093
Halbert Hargrove Global Advisors
California
$597K +$71.2K +348 +14%
DBG
2094
De Burlo Group
Massachusetts
$596K -$102K -500 -15%
CWM
2095
Connecticut Wealth Management
Connecticut
$595K +$19.8K +97 +4%
JAM
2096
Jupiter Asset Management
United Kingdom
$595K +$572K +2,794 New
RIM
2097
Rockbridge Investment Management
New York
$594K +$127K +620 +29%
SC
2098
SRB Corp
Massachusetts
$594K +$571K +2,790 New
SAM
2099
Seelaus Asset Management
New Jersey
$592K -$3.07K -15 -0.5%
FGA
2100
Fortis Group Advisors
New Jersey
$585K +$563K +2,753 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.