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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
BSG
2226
Black Swift Group
Colorado
$458K
FTC
2227
Farmers Trust Company
Ohio
$458K +$41.1K +201 +10%
KCM
2228
Kornitzer Capital Management
Kansas
$457K -$13.3K -65 -3%
BAMG
2229
Brand Asset Management Group
Missouri
$456K -$3.07K -15 -0.7%
CIG
2230
Cairn Investment Group
Washington
$456K
SPI
2231
Santori & Peters Inc
Pennsylvania
$456K +$439K +2,146 New
TP
2232
Truvvo Partners
New York
$455K -$478K -2,338 -52%
AWA
2233
Alaska Wealth Advisors
Alaska
$455K +$40.9K +200 +10%
AW
2234
Alpha Windward
Massachusetts
$454K +$157K +767 +56%
WFA
2235
Wellspring Financial Advisors
Ohio
$452K +$22.3K +109 +5%
VIM
2236
Vista Investment Management
Pennsylvania
$452K +$24.3K +119 +6%
PIA
2237
Powell Investment Advisors
Florida
$450K
CRWM
2238
Castle Rock Wealth Management
California
$449K -$207K -1,014 -32%
FIA
2239
Foundations Investment Advisors
Arizona
$448K -$68.9K -337 -14%
AAM
2240
Augustine Asset Management
Florida
$448K -$2.86K -14 -0.7%
WPA
2241
West Paces Advisors
Georgia
$446K -$43.4K -212 -9%
CWM
2242
Cahaba Wealth Management
Georgia
$446K +$57.7K +282 +16%
SFWC
2243
Strategic Family Wealth Counselors
New Jersey
$444K -$26K -127 -6%
FA
2244
FC Advisory
Pennsylvania
$444K
MNBTD
2245
Moody National Bank Trust Division
Texas
$444K +$426K +2,084 New
OCM
2246
One Capital Management
California
$443K -$17.8K -87 -4%
WAM
2247
Winslow Asset Management
Ohio
$443K -$13.7K -67 -3%
CWM
2248
Concentric Wealth Management
California
$443K
AFS
2249
Access Financial Services
Minnesota
$442K -$16.4K -80 -4%
APSI
2250
Asset Planning Services Inc
Louisiana
$442K

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.