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
DIM
2726
DC Investments Management
Virginia
– -$594K -3,327 Closed
ACP
2727
Arcus Capital Partners
Georgia
– -$588K -3,294 Closed
SM
2728
Sciencast Management
New Jersey
– -$584K -3,110 Closed
HFA
2729
High Falls Advisors
New York
– -$544K -3,045 Closed
PCM
2730
Prelude Capital Management
New York
– -$590K -2,884 Closed
KPF
2731
K2 Principal Fund
Ontario, Canada
– -$482K -2,700 Closed
MG
2732
Meritage Group
California
– -$448K -2,511 Closed
AIA
2733
Angeles Investment Advisors
California
– -$437K -2,448 Closed
SWRP
2734
Summit Wealth & Retirement Planning
California
– -$405K -2,271 Closed
MSWMA
2735
Market Street Wealth Management Advisors
Indiana
– -$350K -1,960 Closed
SCM
2736
Stonehearth Capital Management
Massachusetts
– -$334K -1,738 Closed
BHB
2737
Bank Hapoalim BM
Israel
– -$300K -1,681 Closed
BMM
2738
Berkshire Money Management
Massachusetts
– -$286K -1,604 Closed
C
2739
Cerebellum
California
– -$305K -1,538 Closed
AWM
2740
Affinity Wealth Management
Delaware
– -$301K -1,535 Closed
JGGDR
2741
JGP Global Gestao de Recursos
Brazil
– -$268K -1,500 Closed
CCFM
2742
Clear Creek Financial Management
Washington
– -$266K -1,495 Closed
PFC
2743
Phocas Financial Corp
California
– -$226K -1,270 Closed
AWM
2744
Altus Wealth Management
Kentucky
– -$205K -1,150 Closed
PVWM
2745
Point View Wealth Management
New Jersey
– -$201K -1,124 Closed
FFS
2746
Founders Financial Securities
Maryland
– -$205K -1,071 Closed
KBFS
2747
Kohmann Bosshard Financial Services
Ohio
– -$162K -905 Closed
BSAM
2748
Blue Square Asset Management
New York
– -$137K -765 Closed
JPLA
2749
Joseph P. Lucia & Associates
New York
– -$81K -456 Closed
AC
2750
Asio Capital
Kentucky
– -$54K -300 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.