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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
IIM
2451
Ipswich Investment Management
Massachusetts
$266K
MAM
2452
Mastrapasqua Asset Management
Tennessee
$266K
TIM
2453
Total Investment Management
Arizona
$266K +$269K +1,317 New
DAC
2454
Dividend Assets Capital
South Carolina
$265K -$67.5K -330 -21%
HI
2455
Human Investing
Oregon
$264K
RC
2456
RBF Capital
California
$264K
RWRC
2457
R.W. Roge & Company
New York
$264K
NEGWA
2458
New England Guild Wealth Advisors
Connecticut
$263K
EIG
2459
Ellenbecker Investment Group
Wisconsin
$262K
WPC
2460
White Pine Capital
Minnesota
$261K
CWM
2461
Campbell Wealth Management
Virginia
$260K
CFG
2462
CKW Financial Group
Hawaii
$260K +$251K +1,225 New
JWM
2463
JGP Wealth Management
Oregon
$259K -$267K -1,305 -52%
NFSG
2464
Newbridge Financial Services Group
Florida
$259K +$248K +1,214 New
RPA
2465
Rock Point Advisors
Vermont
$258K +$248K +1,211 New
SCM
2466
SKBA Capital Management
California
$257K +$247K +1,209 New
BHC
2467
Bowen Hanes & Co
Florida
$256K
CFG
2468
CMC Financial Group
Georgia
$256K
FDS
2469
First Dallas Securities
Texas
$256K +$245K +1,200 New
TFGT
2470
TS Financial Group (TSFG)
Illinois
$255K -$2.46K -12 -1%
CCA
2471
Conservest Capital Advisors
Pennsylvania
$254K -$50.3K -246 -17%
ME
2472
McIlrath & Eck
Washington
$254K -$6.14K -30 -2%
LIC
2473
Laurus Investment Counsel
Canada
$254K
SAM
2474
Smithbridge Asset Management
Pennsylvania
$253K +$6.96K +34 +3%
SLF
2475
Sun Life Financial
Ontario, Canada
$253K +$243K +1,186 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.