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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
FNBOH
2126
First National Bank of Hutchinson
Kansas
$557K +$14.5K +71 +3%
DP
2127
Denver PWM
Colorado
$555K +$12.1K +59 +2%
WSCM
2128
Wellington Shields Capital Management
New York
$550K -$2.66M -12,994 -83%
RIM
2129
Redwood Investment Management
Arizona
$550K +$528K +2,581 New
LC
2130
Landaas & Company
Wisconsin
$549K
TCWM
2131
Total Clarity Wealth Management
Illinois
$549K
HP
2132
HT Partners
Connecticut
$547K +$20.7K +101 +4%
FIM
2133
Fernwood Investment Management
Massachusetts
$547K +$24.5K +120 +5%
PPCM
2134
Pillar Pacific Capital Management
California
$546K
TFF
2135
The Family Firm
Maryland
$545K -$30.5K -149 -6%
CCM
2136
Colorado Capital Management
Colorado
$544K -$47.3K -231 -8%
PAG
2137
Pinnacle Advisory Group
Maryland
$544K -$3.89K -19 -0.7%
MW
2138
Marcum Wealth
Ohio
$543K -$78.5K -384 -13%
LFA
2139
Legend Financial Advisors
Pennsylvania
$543K -$77.7K -380 -13%
SHWM
2140
Silicon Hills Wealth Management
Texas
$543K
HB
2141
Horizon Bancorp
Indiana
$543K +$51.8K +253 +11%
PPSG
2142
Princeton Portfolio Strategies Group
New Jersey
$541K
VWM
2143
Venturi Wealth Management
Texas
$540K -$39.9K -195 -7%
KWILP
2144
Kiwi Wealth Investments Limited Partnership
New Zealand
$539K +$518K +2,533 New
APSP
2145
Asset Planning Services (Pennsylvania)
Pennsylvania
$536K
SF
2146
Symphony Financial
Texas
$535K -$72K -352 -12%
GG
2147
Gleason Group
Kentucky
$531K
IWS
2148
Insight Wealth Strategies
California
$530K +$24.5K +120 +5%
BCM
2149
BTC Capital Management
Iowa
$528K -$30.7K -150 -6%
S
2150
Surevest
California
$528K

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.