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
Dodge & Cox
1276
Dodge & Cox
California
$2.73M
LOAME
1277
Lombard Odier Asset Management (Europe)
United Kingdom
$2.71M
OKSA
1278
O'Keefe Stevens Advisory
New York
$2.71M +$135K +662 +5%
ECM
1279
ETrade Capital Management
Virginia
$2.7M -$75.9K -371 -3%
CIC
1280
Chilton Investment Company
Connecticut
$2.7M -$755K -3,689 -23%
AFA
1281
Abacus FCF Advisors
Florida
$2.7M +$915K +4,473 +56%
XI
1282
XXEC Inc
Oklahoma
$2.69M +$2.74M +13,399 New
PCP
1283
Proficio Capital Partners
Massachusetts
$2.69M +$9.41K +46 +0.4%
DWT
1284
Dorsey & Whitney Trust
South Dakota
$2.69M -$362K -1,770 -12%
KWA
1285
KCS Wealth Advisory
California
$2.69M -$46K -225 -2%
SIG
1286
Sky Investment Group
Connecticut
$2.68M +$2.57M +12,575 New
CNFG
1287
Creegan & Nassoura Financial Group
New Hampshire
$2.68M -$153K -750 -6%
SMG
1288
Spectrum Management Group
Indiana
$2.67M +$298K +1,456 +13%
Squarepoint
1289
Squarepoint
New York
$2.67M +$2.57M +12,549 New
GAM
1290
Grandview Asset Management
Pennsylvania
$2.67M +$157K +766 +7%
BFA
1291
Bragg Financial Advisors
North Carolina
$2.67M +$51.1K +250 +2%
HH
1292
Hilltop Holdings
Texas
$2.66M -$11.3K -55 -0.4%
SFFS
1293
Stonehage Fleming Financial Services
Jersey
$2.65M -$109K -535 -4%
PIA
1294
Perennial Investment Advisors
California
$2.65M -$86.1K -421 -3%
WAP
1295
Wealthcare Advisory Partners
Pennsylvania
$2.65M +$303K +1,479 +14%
CAM
1296
Costello Asset Management
Pennsylvania
$2.64M -$373K -1,825 -13%
DHFB
1297
Dixon Hubard Feinour & Brown
Virginia
$2.64M -$96.1K -470 -4%
WC
1298
Woodstock Corp
Massachusetts
$2.61M -$86.9K -425 -3%
IWA
1299
Intercontinental Wealth Advisors
Texas
$2.61M -$245K -1,196 -9%
GFP
1300
Gryphon Financial Partners
Ohio
$2.61M -$39.1K -191 -2%

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.