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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
NCM
2176
Nelson Capital Management
California
$496K +$477K +2,333 New
LBC
2177
Lawrence B. Cohen
$495K -$97.2K -475 -17%
OLA
2178
Oliver Luxxe Assets
New Jersey
$495K -$34.8K -170 -7%
HGWM
2179
Horst & Graben Wealth Management
Oregon
$494K -$10.4K -51 -2%
MCM
2180
MV Capital Management
Maryland
$494K +$11.5K +56 +2%
RFM
2181
Royal Fund Management
Florida
$494K +$475K +2,320 New
PS
2182
Planned Solutions
California
$492K +$473K +2,310 New
LFASL
2183
Lugano Financial Advisors SA (LFA)
Switzerland
$490K
NED
2184
Nancy E. Dempze
$490K
FBT
2185
First Bank & Trust
South Dakota
$490K +$10.8K +53 +2%
SWAG
2186
Spectrum Wealth Advisory Group
California
$488K +$222K +1,083 +89%
CAM
2187
Congress Asset Management
Massachusetts
$487K +$2.05K +10 +0.4%
WFM
2188
Wolff Financial Management
Michigan
$485K -$270K -1,318 -37%
SWP
2189
Strategic Wealth Partners
Ohio
$485K -$15.5K -76 -3%
ABTD
2190
Arvest Bank Trust Division
Oklahoma
$484K -$140K -683 -23%
3F
2191
360 Financial
Minnesota
$480K -$5.11K -25 -1%
OA
2192
Oxbow Advisors
Texas
$479K
FNBTCON
2193
First National Bank & Trust Co of Newtown
Pennsylvania
$479K +$15.3K +75 +3%
AAIM
2194
American Assets Investment Management
California
$479K +$460K +2,250 New
PC
2195
Port Capital
Illinois
$478K -$19.7M -96,550 -98%
ACWM
2196
Adams Chetwood Wealth Management
North Carolina
$478K
RCM
2197
Radnor Capital Management
Pennsylvania
$478K +$44K +215 +11%
AWM
2198
Aprio Wealth Management
Georgia
$477K -$28.6K -140 -6%
PFGIA
2199
Patriot Financial Group Insurance Agency
Massachusetts
$477K +$32.5K +159 +8%
AIA
2200
Allied Investment Advisors
Montana
$477K +$51.8K +253 +13%

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.