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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
MAA
2101
Matrix Asset Advisors
New York
$584K +$50.7K +248 +10%
BCM
2102
Bienville Capital Management
New York
$583K
SW
2103
SkyOak Wealth
Michigan
$582K -$57.9K -283 -9%
TCM
2104
Towercrest Capital Management
Pennsylvania
$581K -$143K -700 -20%
AWMG
2105
Alliance Wealth Management Group
New Jersey
$580K -$143K -700 -20%
LB
2106
Legacy Bridge
Iowa
$580K -$11.7K -57 -2%
AHC
2107
Adell Harriman & Carpenter
Texas
$579K +$556K +2,718 New
CYG
2108
Clean Yield Group
Vermont
$577K
MPIA
2109
Mountain Pacific Investment Advisers
Idaho
$576K
TLP
2110
Trinity Legacy Partners
Texas
$573K
BHBT
2111
Burke & Herbert Bank & Trust
Virginia
$572K -$1.43K -7 -0.3%
DSN
2112
D. Scott Neal
Kentucky
$571K
TCM
2113
Tandem Capital Management
New Jersey
$571K
KFI
2114
Key Financial Inc
Pennsylvania
$569K
IA
2115
Independence Advisors
Pennsylvania
$567K +$544K +2,661 New
FUBT
2116
First United Bank & Trust
Maryland
$566K +$3.07K +15 +0.6%
PWM
2117
PBMares Wealth Management
Virginia
$565K
SEIA
2118
Signature Estate & Investment Advisors
California
$565K +$136K +665 +33%
WMC
2119
Westwood Management Corporation
Illinois
$564K
SNT
2120
Security National Trust
West Virginia
$563K +$5.73K +28 +1%
IC
2121
Inscription Capital
Texas
$563K +$25.6K +125 +5%
FP
2122
Financial Perspectives
Minnesota
$562K
BMC
2123
Beaton Management Company
Massachusetts
$561K -$38.3K -187 -7%
CG
2124
CFO4Life Group
Texas
$560K +$1.23K +6 +0.2%
PFG
2125
PAX Financial Group
Texas
$558K +$56.7K +277 +12%

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.