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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
HFBOT
2151
Home Federal Bank of Tennessee
Tennessee
$526K
CWP
2152
CFM Wealth Partners
Texas
$525K
CCM
2153
Crossvault Capital Management
Texas
$523K +$4.09K +20 +0.8%
BWFA
2154
Baltimore-Washington Financial Advisors
Maryland
$522K +$401K +1,962 +399%
SVCP
2155
Silicon Valley Capital Partners
California
$521K -$221K -1,081 -31%
BWAM
2156
Boyd Watterson Asset Management
Ohio
$520K -$128K -624 -20%
DDPIC
2157
Deroy & Devereaux Private Investment Counsel
Michigan
$520K
NCM
2158
Noesis Capital Mangement
Florida
$518K
CPA
2159
Capital Planning Advisors
California
$517K -$66.3K -324 -12%
LWA
2160
Lenox Wealth Advisors
New York
$516K
SWM
2161
Sugarloaf Wealth Management
Georgia
$516K
CAL
2162
Capital Analysts LLC
Pennsylvania
$509K
GBT
2163
Grove Bank & Trust
Florida
$508K +$20.7K +101 +4%
SIC
2164
Samalin Investment Counsel
New York
$507K -$101K -495 -17%
BRA
2165
Biechele Royce Advisors
Indiana
$507K -$12.3K -60 -2%
SHGA
2166
Sand Hill Global Advisors
California
$507K +$26.8K +131 +6%
FHC
2167
First Horizon Corporation
Tennessee
$507K +$488K +2,384 New
AW
2168
Avion Wealth
Texas
$506K
CMP
2169
Courage Miller Partners
Virginia
$506K
PAM
2170
Palisade Asset Management
Minnesota
$504K
BCP
2171
Blue Chip Partners
Michigan
$503K +$133K +651 +38%
FVWA
2172
Foster Victor Wealth Advisors
South Carolina
$499K -$333K -1,629 -41%
KWM
2173
Keebeck Wealth Management
Illinois
$499K +$215K +1,050 +81%
KCM
2174
Kathmere Capital Management
Pennsylvania
$497K -$129K -632 -21%
APWM
2175
Atlas Private Wealth Management
New York
$496K -$12.1K -59 -2%

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.