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
TA
1201
Tiedemann Advisors
New York
$3.06M -$158K -773 -5%
ICM
1202
Intrepid Capital Management
Florida
$3.05M -$721K -3,523 -20%
CCA
1203
Checchi Capital Advisers
California
$3.05M +$47K +230 +2%
JC
1204
Jacobs & Co
California
$3.04M -$316K -1,544 -10%
CFMC
1205
Curbstone Financial Management Corp
New Hampshire
$3.03M -$84.7K -414 -3%
GAM
1206
Griffin Asset Management
New York
$3.03M -$341K -1,668 -10%
CCFCSB
1207
Cape Cod Five Cents Savings Bank
Massachusetts
$3.02M -$701K -3,428 -19%
MYLI
1208
Meiji Yasuda Life Insurance
Japan
$3.02M -$278K -1,357 -9%
LS
1209
Livforsakringsbolaget Skandia
Sweden
$3.02M -$245K -1,200 -8%
SC
1210
Skylands Capital
Wisconsin
$3M +$2.04M +9,950 +240%
NFG
1211
Nadler Financial Group
Illinois
$2.99M +$1.55M +7,559 +117%
DAM
1212
Delta Asset Management
Tennessee
$2.99M +$24.5K +120 +0.9%
Marshall Wace
1213
Marshall Wace
United Kingdom
$2.99M +$2.87M +14,021 New
B
1214
Bellecapital
Switzerland
$2.98M +$401K +1,959 +16%
QOP
1215
Quinn Opportunity Partners
Virginia
$2.98M -$13.7M -67,000 -83%
RA
1216
Royce & Associates
New York
$2.98M
PAMG
1217
Patton Albertson Miller Group
Tennessee
$2.97M +$55K +269 +2%
1SB
1218
1ST Source Bank
Indiana
$2.97M -$303K -1,483 -10%
EVM
1219
Evelyn V. Moreno
$2.97M -$282K -1,378 -9%
GTAM
1220
Global Trust Asset Management
Florida
$2.96M +$255K +1,245 +10%
RCG
1221
Rock Creek Group
District of Columbia
$2.96M +$955K +4,669 +51%
NSIM
1222
North Star Investment Management
Illinois
$2.95M +$142K +692 +5%
CPA
1223
Cowen Prime Advisors
New York
$2.95M +$92K +450 +3%
SA
1224
Strategic Advisors
New York
$2.94M -$127K -620 -4%
OFS
1225
Oldfather Financial Services
Nebraska
$2.94M +$14.3K +70 +0.5%

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.