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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
KLWA
2301
Kelly Lawrence W & Associates
California
$389K -$4.09K -20 -1%
ACM
2302
AUA Capital Management
Pennsylvania
$389K +$107K +525 +40%
RAM
2303
Riggs Asset Management
Pennsylvania
$389K +$205K +1,000 +70%
HFS
2304
HBC Financial Services
Washington
$387K -$34.8K -170 -9%
RVPG
2305
Relative Value Partners Group
$387K +$28.2K +138 +8%
AA
2306
Argent Advisors
Louisiana
$386K +$371K +1,814 New
BI
2307
Ballast Inc
Kentucky
$384K -$322K -1,575 -47%
RB
2308
Rodgers Brothers
Pennsylvania
$383K
DLHL
2309
Donald L. Hagan LLC
Florida
$382K
LSA
2310
L & S Advisors
California
$382K +$24.1K +118 +7%
CWM
2311
Chesapeake Wealth Management
Virginia
$382K +$32.3K +158 +10%
SRC
2312
Sage Rhino Capital
California
$380K +$4.3K +21 +1%
IAP
2313
Indie Asset Partners
Indiana
$379K -$30.7K -150 -8%
TF
2314
TimeScale Financial
Massachusetts
$377K +$11.3K +55 +3%
CAG
2315
Csenge Advisory Group
Florida
$374K -$176K -859 -33%
RFO
2316
RiverGlades Family Offices
Florida
$374K
OFW
2317
Omnia Family Wealth
Florida
$374K +$2.05K +10 +0.6%
HIS
2318
Harvest Investment Services
Illinois
$374K +$3.89K +19 +1%
SIS
2319
Sound Income Strategies
Florida
$373K +$1.64K +8 +0.5%
CCP
2320
Clarkston Capital Partners
Michigan
$370K -$15.3K -75 -4%
HS
2321
Haafor (Singapore)
Singapore
$370K +$355K +1,736 New
PAG
2322
Private Advisory Group
Washington
$369K +$30.7K +150 +9%
MWPCG
2323
Measured Wealth Private Client Group
New Hampshire
$367K +$68.5K +335 +24%
PA
2324
Probity Advisors
Texas
$364K
BAM
2325
Bellevue Asset Management
Washington
$364K +$2.86K +14 +0.8%

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.