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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
GI
2701
GS Investments
Minnesota
– -$2.15M -12,057 Closed
CWS
2702
Cypress Wealth Services
California
– -$2.45M -11,961 Closed
SM
2703
SG3 Management
Puerto Rico
– -$2.27M -11,100 Closed
EAM
2704
Eagle Asset Management
Florida
– -$1.79M -10,108 Closed
CAAS
2705
Capital Asset Advisory Services
Michigan
– -$2.01M -9,443 Closed
SMFS
2706
Squar Milner Financial Services
California
– -$1.59M -8,915 Closed
PP
2707
Professional Planning
California
– -$1.54M -8,646 Closed
NIT
2708
NumerixS Investment Technologies
British Columbia, Canada
– -$1.53M -8,600 Closed
VWA
2709
Visionary Wealth Advisors
Illinois
– -$1.4M -7,843 Closed
QT
2710
Quantbot Technologies
New York
– -$1.28M -7,162 Closed
LCAM
2711
London & Capital Asset Management
United Kingdom
– -$1.24M -6,953 Closed
DI
2712
Dalton Investments
Nevada
– -$1.1M -6,150 Closed
RMA
2713
Roffman Miller Associates
Pennsylvania
– -$1.05M -5,905 Closed
TSS
2714
Two Sigma Securities
New York
– -$1.13M -5,520 Closed
ECM
2715
ExodusPoint Capital Management
New York
– -$879K -4,925 Closed
DC
2716
Diametric Capital
Massachusetts
– -$842K -4,718 Closed
VCM
2717
Verde Capital Management
Michigan
– -$829K -4,643 Closed
TC
2718
TradeLink Capital
Illinois
– -$800K -4,480 Closed
LOAMU
2719
Lombard Odier Asset Management (USA)
New York
– -$798K -4,468 Closed
EPA
2720
Element Pointe Advisors
Florida
– -$729K -4,086 Closed
MFP
2721
Meridian Financial Partners
Virginia
– -$734K -3,869 Closed
JFG
2722
JMG Financial Group
Illinois
– -$657K -3,680 Closed
MFS
2723
Mirabella Financial Services
United Kingdom
– -$637K -3,566 Closed
TA
2724
TCG Advisors
Texas
– -$626K -3,507 Closed
MF
2725
Magnetar Financial
Illinois
– -$610K -3,416 Closed
107 108
109
110 111

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.