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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
JFGLC
2351
Johnson Financial Group LLC (Colorado)
Colorado
$334K
AHB
2352
Abner Herrman & Brock
New Jersey
$333K -$138K -677 -30%
CISOA
2353
Capital Investment Services of America
Wisconsin
$332K +$20.5K +100 +7%
WI
2354
WrapManager Inc
California
$332K +$44.4K +217 +16%
OFG
2355
Omega Financial Group
California
$331K -$22.3K -109 -7%
AGA
2356
Accuvest Global Advisors
Utah
$330K -$537K -2,625 -63%
ETI
2357
Enterprise Trust & Investment
California
$330K
CTB
2358
Country Trust Bank
Illinois
$328K
BHWM
2359
Bay Harbor Wealth Management
Maryland
$327K +$2.46K +12 +0.8%
EA
2360
Emerald Advisors
Washington
$327K +$4.09K +20 +1%
SMG
2361
Smart Money Group
Texas
$326K -$34.4K -168 -10%
CMA
2362
Cedar Mountain Advisors
Oregon
$325K -$1.43K -7 -0.5%
WB
2363
West Bancorporation
Iowa
$324K -$278K -1,359 -47%
HCP
2364
Hexagon Capital Partners
Arkansas
$322K +$323K +1,580 New
WQ
2365
Wealth Quarterback
New Jersey
$321K
CIA
2366
Cascade Investment Advisors
Oregon
$320K
SFG
2367
Sunburst Financial Group
Alabama
$320K
BL
2368
Balentine LLC
Georgia
$320K +$75.5K +369 +32%
OL
2369
Optas LLC
Texas
$320K +$307K +1,502 New
BIM
2370
Bridgecreek Investment Management
Oklahoma
$319K
IWA
2371
Independence Wealth Advisors
Virginia
$319K
T
2372
TrueFG
Texas
$319K
VWA
2373
VERITY Wealth Advisors
United States
$319K
SAM
2374
Sawgrass Asset Management
Florida
$317K -$8.82M -43,103 -97%
EWP
2375
Engrave Wealth Partners
Texas
$317K

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.