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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
MWNA
2376
Marshall Wace North America
New York
$317K +$304K +1,487 New
WCWM
2377
Wooster Corthell Wealth Management
Connecticut
$317K +$305K +1,490 New
CF
2378
Corrigan Financial
Rhode Island
$316K -$1.84K -9 -0.6%
1IA
2379
1834 Investment Advisors
Wisconsin
$316K +$131K +639 +76%
MAM
2380
Marotta Asset Management
Virginia
$314K -$15.8K -77 -5%
BFG
2381
Barber Financial Group
Kansas
$314K +$28.2K +138 +10%
DPI
2382
Diversified Portfolios Inc
Michigan
$313K -$55.4K -271 -16%
VAM
2383
Verity Asset Management
North Carolina
$313K +$301K +1,471 New
AA
2384
Advisory Alpha
Michigan
$312K +$4.91K +24 +2%
SEEDPG
2385
S.E.E.D. Planning Group
New York
$311K -$20.3K -99 -6%
CAL
2386
Capital Advisors Ltd
Ohio
$309K -$1.01M -4,952 -77%
KM
2387
Kalos Management
Georgia
$309K -$306K -1,494 -52%
FFG
2388
Fortem Financial Group
California
$309K
SAM
2389
Selway Asset Management
$309K
MHR
2390
Matthew Hamilton Rosenberg
$307K
MPPLM
2391
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$306K +$294K +1,437 New
CWM
2392
CCG Wealth Management
California
$305K -$46K -225 -14%
IC
2393
Iconiq Capital
California
$305K
HCM
2394
HM Capital Management
Missouri
$304K
PIM
2395
Progressive Investment Management
Oregon
$303K -$79K -386 -21%
LWMM
2396
Legacy Wealth Management (Mississippi)
Mississippi
$302K
SPP
2397
Single Point Partners
Massachusetts
$302K -$1.64K -8 -0.6%
ZAM
2398
Zevin Asset Management
Massachusetts
$300K +$15.3K +75 +6%
RIG
2399
Renaissance Investment Group
Massachusetts
$298K
HAS
2400
HBW Advisory Services
California
$296K +$22.7K +111 +9%

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.