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
FA
1351
FDx Advisors
Illinois
$2.38M -$476K -2,327 -17%
BPC
1352
Banque Pictet & Cie
Switzerland
$2.38M -$1.02M -4,985 -31%
FC
1353
Forte Capital
New York
$2.36M +$25K +122 +1%
CAS
1354
Cascadia Advisory Services
Oregon
$2.36M -$188K -918 -8%
FI
1355
FormulaFolio Investments
Michigan
$2.35M +$180K +878 +9%
KC
1356
Kingfisher Capital
North Carolina
$2.35M +$22.5K +110 +1%
BM
1357
Bislett Management
California
$2.34M
BIM
1358
Barton Investment Management
Pennsylvania
$2.34M -$429K -2,097 -16%
CA
1359
Capital Advantage
California
$2.33M +$319K +1,560 +17%
CAI
1360
Capital Advisors Inc
Oklahoma
$2.33M +$443K +2,165 +25%
NISOA
1361
National Investment Services of America
Wisconsin
$2.33M -$68.9K -337 -3%
WIA
1362
Wealthstreet Investment Advisors
Texas
$2.33M +$89.4K +437 +4%
HDIM
1363
Hanson & Doremus Investment Management
Vermont
$2.32M +$113K +550 +5%
MA
1364
MONECO Advisors
Connecticut
$2.32M -$27.4K -134 -1%
DFA
1365
Delta Financial Advisors
Louisiana
$2.31M -$141K -689 -6%
PIA
1366
Pinion Investment Advisors
Kansas
$2.31M
NCM
1367
Next Capital Management
New York
$2.31M -$58.3K -285 -3%
LA
1368
Lynch & Associates
Indiana
$2.31M +$139K +681 +7%
IP
1369
Intellectus Partners
California
$2.3M -$1.16M -5,691 -34%
WA1
1370
Wimmer Associates 1
California
$2.3M +$492K +2,405 +29%
KC
1371
Knuff & Co
California
$2.29M +$395K +1,930 +22%
SAMC
1372
Spectrum Asset Management (California)
California
$2.29M -$33.5K -164 -2%
MWA
1373
Meridian Wealth Advisors
Texas
$2.29M -$16.2K -79 -0.7%
BW
1374
Bison Wealth
Georgia
$2.28M +$45.2K +221 +2%
HFM
1375
Hartford Financial Management
Connecticut
$2.28M +$144K +703 +7%

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.