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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
CCA
2251
Column Capital Advisors
Indiana
$441K -$5.11K -25 -1%
Members Trust
2252
Members Trust
Florida
$440K -$3.07K -15 -0.7%
APW
2253
Austin Private Wealth
Texas
$440K -$2.66K -13 -0.6%
CC
2254
Colrain Capital
Massachusetts
$437K
NCM
2255
Northwest Capital Management
Oregon
$437K +$10.2K +50 +3%
CFA
2256
CWS Financial Advisors
Michigan
$435K
OAJ
2257
Ogorek Anthony Joseph
New York
$433K -$91.4K -447 -18%
MIM
2258
Marco Investment Management
Georgia
$432K
HCM
2259
Hodges Capital Management
Texas
$431K +$62.2K +304 +18%
HCM
2260
HMS Capital Management
Tennessee
$431K +$164K +802 +66%
SI
2261
SimpliFi Inc
California
$430K
AFM
2262
Andesa Financial Management
Pennsylvania
$430K +$413K +2,018 New
ED
2263
Exane Derivatives
France
$430K +$188K +921 +84%
LCM
2264
Leisure Capital Management
California
$428K
LTI
2265
Laffer Tengler Investments
Tennessee
$428K +$329K +1,607 +400%
BFG
2266
Baron Financial Group
New Jersey
$427K +$410K +2,005 New
MTC
2267
McDaniel Terry & Co
Texas
$426K
BCA
2268
Biltmore Capital Advisors
New Jersey
$425K -$214K -1,046 -34%
PPW
2269
Pasadena Private Wealth
California
$425K -$4.09K -20 -1%
DP
2270
Dearborn Partners
Illinois
$424K -$133K -650 -25%
CWM
2271
CMH Wealth Management
New Hampshire
$423K +$406K +1,986 New
AAMA
2272
Advanced Asset Management Advisors
Ohio
$421K -$267K -1,305 -40%
AM
2273
Atwater Malick
Pennsylvania
$420K
SQA
2274
Simon Quick Advisors
New Jersey
$419K +$8.59K +42 +2%
FA
2275
Faithward Advisors
Pennsylvania
$418K -$115K -563 -22%

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.