We are live on ! Find out more
BRK.B icon

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
TAM
2401
Trillium Asset Management
Massachusetts
$295K -$181K -883 -39%
ACM
2402
AlphaStar Capital Management
North Carolina
$294K -$4.3K -21 -1%
FA
2403
Financial Advisors
Massachusetts
$294K
GM
2404
GeoWealth Management
Illinois
$293K -$167K -817 -37%
WCA
2405
Westover Capital Advisors
Delaware
$293K -$53.6K -262 -16%
CWP
2406
Capital Wealth Planning
Florida
$292K
RSS
2407
Rosenblum Silverman Sutton
California
$292K
WR
2408
Watson Rebecca
$292K
OFS
2409
OneAscent Financial Services
Alabama
$290K +$278K +1,360 New
BC
2410
Brio Consultants
California
$290K +$279K +1,362 New
IAMOG
2411
Investors Asset Management of Georgia
Georgia
$289K -$20.5K -100 -7%
CIC
2412
Cornercap Investment Counsel
Georgia
$289K -$15.3K -75 -5%
QC
2413
QCM Cayman
Texas
$289K +$278K +1,359 New
CA
2414
Continuum Advisory
Idaho
$288K -$53K -259 -16%
BE
2415
Bonness Enterprises
District of Columbia
$287K -$1.72M -8,400 -86%
BMA
2416
Brooks Moore & Associates
Tennessee
$287K -$598K -2,925 -68%
CCM
2417
CWH Capital Management
Washington
$287K -$11K -54 -4%
MCIA
2418
Mountain Capital Investment Advisors
Colorado
$287K
RF
2419
RHS Financial
California
$287K +$276K +1,350 New
CMBA
2420
C.M. Bidwell & Associates
Hawaii
$286K -$14.7K -72 -5%
TWP
2421
TFO Wealth Partners
Ohio
$286K
BBWA
2422
Bell & Brown Wealth Advisors
California
$286K +$278K +1,358 New
HFRG
2423
Houlihan Financial Resource Group
Virginia
$285K +$256K +1,252 New
CFS
2424
Cannon Financial Strategists
Georgia
$284K
CL
2425
CSS LLC
Illinois
$284K

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.