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
Mariner
276
Mariner
Kansas
$54.1M -$1.83M -8,926 -3%
SBH
277
Segall Bryant & Hamill
Illinois
$52.6M +$2.27M +11,111 +5%
RMDI
278
R.M. Davis Inc
Maine
$52.5M +$483K +2,360 +1%
AGA
279
Altrinsic Global Advisors
Connecticut
$52.3M +$648K +3,169 +1%
OC
280
Oppenheimer & Co
New York
$52.1M +$4M +19,575 +9%
PCI
281
Pacifica Capital Investments
Texas
$52M -$915K -4,475 -2%
Thrivent Financial for Lutherans
282
Thrivent Financial for Lutherans
Minnesota
$51.6M -$22.1M -108,180 -31%
BCIM
283
British Columbia Investment Management
British Columbia, Canada
$51.4M +$3.95M +19,332 +9%
PI
284
PineBridge Investments
New York
$51.4M -$8.34M -40,794 -14%
CG
285
Colony Group
Massachusetts
$51.2M -$53.8M -262,827 -52%
AAS
286
Avantax Advisory Services
Texas
$50.7M +$32.5M +158,921 +200%
CVM
287
Cheviot Value Management
California
$50.1M +$2.18M +10,657 +5%
MAA
288
Mraz Amerine & Associates
California
$50.1M -$2.09M -10,241 -4%
SCP
289
Seizert Capital Partners
Michigan
$50M -$2.88M -14,100 -6%
CSIC
290
Clifford Swan Investment Counsel
California
$49.9M -$968K -4,734 -2%
KAS
291
Kestra Advisory Services
Texas
$49.3M +$47.4M +231,505 New
BFS
292
Bradley Foster & Sargent
Connecticut
$48.9M +$47M +229,610 New
FFA
293
First Foundation Advisors
California
$48.4M -$886K -4,330 -2%
BGIM
294
Brandywine Global Investment Management
Pennsylvania
$48.4M -$330K -1,611 -0.7%
FAF
295
Första AP-fonden
Sweden
$47.8M +$11.3M +55,400 +33%
SCM
296
Smead Capital Management
Arizona
$47.7M -$5.19M -25,386 -10%
CAPTRUST Financial Advisors
297
CAPTRUST Financial Advisors
North Carolina
$47.2M -$2.47M -12,057 -5%
NG
298
Northstar Group
New York
$47.1M -$73.2K -358 -0.2%
KP
299
Kiltearn Partners
United Kingdom
$47.1M +$25.9M +126,520 +134%
PVH
300
Psagot Value Holdings
Israel
$47M +$45.2M +220,851 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.