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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
FCFC
2326
First Commonwealth Financial Corp
Pennsylvania
$360K -$63K -308 -15%
WAM
2327
Wolverine Asset Management
Illinois
$360K +$346K +1,691 New
AIFAIM
2328
American Institute for Advanced Investment Management
Arizona
$359K -$20.5K -100 -6%
MFT
2329
Moisand Fitzgerald Tamayo
Florida
$359K
AA
2330
Auxano Advisors
Washington
$358K +$344K +1,681 New
EFL
2331
ERn Financial LLC
Wisconsin
$357K +$74.7K +365 +28%
SIC
2332
Shoker Investment Counsel
Ohio
$356K -$15.3K -75 -4%
TCM
2333
Tuttle Capital Management
Connecticut
$355K -$1.12M -5,454 -77%
RPGK
2334
Retirement Planning Group (Kansas)
Kansas
$354K -$14.3K -70 -4%
CSM
2335
CAMG Solamere Management
North Carolina
$353K
TWP
2336
Tempus Wealth Planning
California
$351K -$30.7K -150 -8%
VST
2337
Van Strum & Towne
California
$350K
EWM
2338
Executive Wealth Management
Michigan
$349K +$11.9K +58 +4%
BWL
2339
Bogart Wealth LLC
Virginia
$347K -$15.3K -75 -4%
WLIM
2340
White Lighthouse Investment Management
Massachusetts
$347K
WFMPM
2341
Woodley Farra Manion Portfolio Management
Indiana
$347K +$134K +655 +67%
CA
2342
Centerpoint Advisors
Massachusetts
$347K +$216K +1,055 +183%
PA
2343
PSI Advisors
Florida
$345K +$12.3K +60 +4%
TBNY
2344
Trustco Bank (New York)
New York
$344K
CIAS
2345
CBIZ Investment Advisory Services
Ohio
$340K
SFP
2346
Shepherd Financial Partners
Massachusetts
$340K
TF
2347
Trek Financial
Arizona
$340K +$20.7K +101 +7%
MIC
2348
Meridian Investment Counsel
California
$336K +$322K +1,576 New
AGA
2349
Arkos Global Advisors
Texas
$335K -$409 -2 -0.1%
TF
2350
TRH Financial
Iowa
$335K +$322K +1,575 New

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.