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

Berkshire Hathaway Class B
BRK.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: 419 → 440 (+21)

2% more funds holding

Funds holding: 2,614 → 2,664 (+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

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
+$1.47B
2
GQG Partners
GQG Partners
Florida
+$619M
3
Artisan Partners
Artisan Partners
Wisconsin
+$356M
4
Bank of America
Bank of America
North Carolina
+$231M
5
QP
Quilter Plc
United Kingdom
+$223M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$809M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$503M
3
Principal Financial Group
Principal Financial Group
Iowa
-$417M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$280M
5
Norges Bank
Norges Bank
Norway
-$252M
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
2676
Renaissance Technologies
New York
– -$31.7M -177,665 Closed
MSE
2677
MUFG Securities EMEA
United Kingdom
– -$30.3M -170,000 Closed
A
2678
AustralianSuper
Australia
– -$23.1M -129,675 Closed
HF
2679
HRT Financial
New York
– -$19.5M -109,317 Closed
VNIM
2680
Vaughan Nelson Investment Management
Texas
– -$17.1M -95,885 Closed
TCA
2681
Taconic Capital Advisors
New York
– -$12.5M -70,000 Closed
Capstone Investment Advisors
2682
Capstone Investment Advisors
New York
– -$13.8M -67,612 Closed
Two Sigma Investments
2683
Two Sigma Investments
New York
– -$9.65M -47,171 Closed
KI
2684
Kapitalo Investimentos
Brazil
– -$7.75M -43,390 Closed
AF
2685
Ally Financial
Michigan
– -$7.5M -42,000 Closed
NU
2686
Northwestern University
Illinois
– -$7.36M -41,202 Closed
SS
2687
Sunbelt Securities
Texas
– -$6.47M -36,230 Closed
AIM
2688
Aigen Investment Management
New York
– -$5.84M -32,702 Closed
SSA
2689
Schonfeld Strategic Advisors
New York
– -$5.7M -31,936 Closed
SRAM
2690
Stone Ridge Asset Management
New York
– -$5.62M -31,469 Closed
FLII
2691
First Long Island Investors
New York
– -$5.26M -29,447 Closed
WOSD
2692
WFA of San Diego
California
– -$5.1M -26,267 Closed
TC
2693
TwinBeech Capital
New York
– -$4.46M -24,975 Closed
CC
2694
Cipher Capital
New York
– -$3.31M -18,564 Closed
MERSOM
2695
Municipal Employees' Retirement System of Michigan
Michigan
– -$3.19M -17,870 Closed
SMH
2696
Sanders Morris Harris
Texas
– -$2.68M -15,034 Closed
RIM
2697
Rampart Investment Management
Connecticut
– -$2.65M -14,834 Closed
AGM
2698
Alpine Global Management
New York
– -$2.59M -14,529 Closed
PF
2699
Phoenix Financial
Israel
– -$2.2M -13,089 Closed
COI
2700
Connable Office Inc
Michigan
– -$2.19M -12,262 Closed
106 107
108
109 110

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.