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
RHDIC
1451
R.H. Dinel Investment Counsel
California
$1.97M
WHG
1452
Westwood Holdings Group
Texas
$1.97M +$61.8K +302 +3%
SIG
1453
Sargent Investment Group
Maryland
$1.97M +$54.2K +265 +3%
MFG
1454
Merit Financial Group
Georgia
$1.97M +$11.3K +55 +0.6%
IMRF
1455
Illinois Municipal Retirement Fund
Illinois
$1.96M +$1.89M +9,221 New
MSR
1456
Main Street Research
Connecticut
$1.96M -$431K -2,106 -19%
C
1457
Certuity
Florida
$1.96M +$264K +1,291 +16%
BFM
1458
Boothbay Fund Management
New York
$1.96M -$880K -4,301 -32%
TNBTD
1459
Trustmark National Bank Trust Department
Mississippi
$1.96M -$301K -1,470 -14%
BHTS
1460
Bar Harbor Trust Services
Maine
$1.94M +$174K +852 +10%
VC
1461
Vicus Capital
Pennsylvania
$1.94M -$62.8K -307 -3%
KA
1462
Kovack Advisors
Florida
$1.93M +$663K +3,239 +56%
BA
1463
Ballast Advisors
Minnesota
$1.93M -$36K -176 -2%
XSC
1464
X-Square Capital
Puerto Rico
$1.93M -$221K -1,079 -11%
RPWA
1465
Regent Peak Wealth Advisors
Georgia
$1.93M +$166K +811 +10%
CHC
1466
City Holding Co
West Virginia
$1.92M +$317K +1,548 +21%
OCM
1467
Orser Capital Management
Texas
$1.92M -$4.43M -21,642 -71%
FWM
1468
Fairhaven Wealth Management
Illinois
$1.91M +$148K +725 +9%
JWCA
1469
J.W. Coons Advisors
Ohio
$1.91M +$75.7K +370 +4%
CFG
1470
Citizens Financial Group
Rhode Island
$1.91M -$383K -1,874 -17%
CCT
1471
Chemung Canal Trust
New York
$1.9M -$1.06M -5,184 -37%
WP
1472
WealthSource Partners
California
$1.9M +$308K +1,504 +20%
SIC
1473
Schwartz Investment Counsel
Michigan
$1.89M +$143K +700 +9%
CFO
1474
CVA Family Office
Colorado
$1.89M -$89K -435 -5%
HIIFS
1475
Harel Insurance Investments & Financial Services
Israel
$1.89M +$1.12M +5,472 +161%

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.