We are live on ! Find out more
BRK.B icon

Berkshire Hathaway Class B
BRK.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: 419 → 440 (+21)

2% more funds holding

Funds holding: 2,614 → 2,664 (+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

Top Buyers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
+$1.47B
2
GQG Partners
GQG Partners
Florida
+$619M
3
Artisan Partners
Artisan Partners
Wisconsin
+$356M
4
Bank of America
Bank of America
North Carolina
+$231M
5
QP
Quilter Plc
United Kingdom
+$223M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$809M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$503M
3
Principal Financial Group
Principal Financial Group
Iowa
-$417M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$280M
5
Norges Bank
Norges Bank
Norway
-$252M
Name Holding Trade Value Shares
Change 		Change in
Stake
EHC
126
Everett Harris & Co
California
$164M -$12.9M -63,238 -8%
SI
127
Scharf Investments
California
$163M +$2.78M +13,577 +2%
Victory Capital Management
128
Victory Capital Management
Texas
$163M +$7.12M +34,806 +5%
RRAM
129
River Road Asset Management
Kentucky
$163M +$2.28M +11,124 +1%
Envestnet Asset Management
130
Envestnet Asset Management
Illinois
$158M -$4.93M -24,122 -3%
CIBC World Market
131
CIBC World Market
Ontario, Canada
$157M +$37.4M +182,980 +33%
WIM
132
Weitz Investment Management
Nebraska
$152M -$16.4M -80,000 -10%
GIA
133
Gateway Investment Advisers
Ohio
$151M -$6.65M -32,532 -4%
AI
134
Ariel Investments
Illinois
$151M -$7.95M -38,851 -5%
Wellington Management Group
135
Wellington Management Group
Massachusetts
$150M -$1.37M -6,717 -0.9%
SOMRS
136
State of Michigan Retirement System
Michigan
$149M +$1.84M +9,000 +1%
PAMU
137
Pictet Asset Management (UK)
United Kingdom
$149M -$29.4M -143,525 -17%
CWM
138
CIBC World Markets
New York
$148M +$16.4M +79,949 +13%
PP
139
Prudential plc
United Kingdom
$148M -$7.65M -37,383 -5%
Asset Management One
140
Asset Management One
Japan
$148M -$5.29M -25,855 -4%
JMPWA
141
JP Morgan Private Wealth Advisors
California
$146M +$2.63M +12,834 +2%
GC
142
Giverny Capital
Quebec, Canada
$144M -$34.8M -170,289 -20%
US Bancorp
143
US Bancorp
Minnesota
$143M -$4.47M -21,837 -3%
Aberdeen Group
144
Aberdeen Group
United Kingdom
$143M -$13.9M -67,832 -9%
BNP Paribas Financial Markets
145
BNP Paribas Financial Markets
France
$142M +$78.5M +383,583 +135%
Rafferty Asset Management
146
Rafferty Asset Management
New York
$142M +$53.2M +260,257 +64%
GIM
147
Greylin Investment Management
Virginia
$141M +$1.79M +8,757 +1%
ESBC
148
E.S. Barr & Co
Kentucky
$139M -$1.39M -6,807 -1%
MAMU
149
Marathon Asset Management (UK)
United Kingdom
$137M -$31.5M -154,201 -19%
KBC Group
150
KBC Group
Belgium
$137M -$32.8M -160,342 -20%
4 5
6
7 8

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.