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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
RP
2276
Rowlandmiller & Partners
Georgia
$417K -$24.5K -120 -5%
UBV
2277
United Bank (Virginia)
Virginia
$417K
FNBOMD
2278
First National Bank of Mount Dora
Florida
$415K +$79K +386 +25%
SC
2279
Schoolcraft Capital
Colorado
$412K
VNB
2280
Virginia National Bank
Virginia
$412K
GCM
2281
Gladius Capital Management
Illinois
$412K +$395K +1,932 New
BDF
2282
Black Diamond Financial
Maryland
$411K
SPA
2283
Sentinel Pension Advisors
Massachusetts
$411K +$394K +1,928 New
WIP
2284
Wellesley Investment Partners
Massachusetts
$409K
BG
2285
Bollard Group
Massachusetts
$405K
MGAM
2286
McGowan Group Asset Management
Texas
$404K -$9.21K -45 -2%
OWA
2287
One Wealth Advisors
California
$404K +$388K +1,895 New
PCTC
2288
Perkins Coie Trust Company
Washington
$402K -$189K -924 -33%
PW
2289
Peninsula Wealth
California
$402K
ZB
2290
Zions Bancorporation
Utah
$402K +$2.25K +11 +0.6%
HWM
2291
Hohimer Wealth Management
Washington
$402K +$393K +1,923 New
FA
2292
Fagan Associates
New York
$401K -$4.13M -20,207 -91%
FBC
2293
Fairfield, Bush & Co
Connecticut
$401K +$46K +225 +14%
VIP
2294
Vantage Investment Partners
Missouri
$400K -$127K -620 -25%
VBFP
2295
Valtinson Bruner Financial Planning
Minnesota
$398K
BIA
2296
BHK Investment Advisors
Alabama
$396K
DAM
2297
Diamant Asset Management
Connecticut
$393K
KPWG
2298
KFA Private Wealth Group
Virginia
$393K +$12.9K +63 +4%
OR
2299
Olympiad Research
Connecticut
$392K +$377K +1,843 New
CRIG
2300
Charter Research & Investment Group
Connecticut
$391K

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.