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
Fifth Third Bancorp
226
Fifth Third Bancorp
Ohio
$74.3M +$1.37M +6,714 +2%
William Blair & Company
227
William Blair & Company
Illinois
$73.7M -$919K -4,492 -1%
AL
228
AJO LP
Pennsylvania
$72.3M +$66.3M +324,188 +2,120%
Fayez Sarofim & Co
229
Fayez Sarofim & Co
Texas
$70.9M -$1.84M -8,984 -3%
GIBU
230
Gulf International Bank (UK)
United Kingdom
$70.7M -$683K -3,339 -1%
RG
231
Rathbones Group
United Kingdom
$70.5M +$23.3M +113,848 +52%
WM
232
WS Management
Florida
$69.3M -$31.1M -151,859 -32%
UAM
233
UAS Asset Management
New York
$69.1M +$9.77M +47,751 +17%
JWBC
234
John W. Bristol & Co
New York
$69M +$23.2M +113,414 +54%
HP
235
Hosking Partners
United Kingdom
$69M -$2.3M -11,224 -3%
FCM
236
Fairholme Capital Management
Florida
$67.4M -$1.58M -7,715 -2%
CDH
237
Charles D. Hyman
$67.3M +$287K +1,403 +0.4%
CC
238
Cannell & Co
New York
$66.6M -$375K -1,835 -0.6%
TBC
239
Tweedy, Browne Co
Connecticut
$66.5M -$719K -3,515 -1%
PI
240
Putnam Investments
Massachusetts
$66.1M -$516K -2,522 -0.8%
FAF
241
Fjarde Ap-fonden
Sweden
$65.6M +$20.3M +99,000 +47%
Northwestern Mutual Wealth Management
242
Northwestern Mutual Wealth Management
Wisconsin
$65.2M -$4.65M -22,741 -7%
DMIC
243
Dixon Mitchell Investment Counsel
British Columbia, Canada
$64.6M +$9.24M +45,172 +17%
SFG
244
Sather Financial Group
Texas
$64.2M -$1.19M -5,809 -2%
KeyBank National Association
245
KeyBank National Association
Ohio
$63.2M +$745K +3,641 +1%
Federated Hermes
246
Federated Hermes
Pennsylvania
$63.1M -$11.7M -56,979 -16%
TIM
247
Tikehau Investment Management
France
$62.9M
EWM
248
Evercore Wealth Management
New York
$62.7M +$610K +2,982 +1%
TF
249
TIAA FSB
Florida
$62.5M -$936K -4,576 -2%
Schroder Investment Management Group
250
Schroder Investment Management Group
United Kingdom
$62.1M -$7.66M -37,453 -11%

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.