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
DPIM
1651
Duff & Phelps Investment Management
Illinois
$1.37M
EIA
1652
Eldridge Investment Advisors
New Hampshire
$1.36M
BFG
1653
Bouchey Financial Group
New York
$1.36M -$1.64K -8 -0.1%
BWM
1654
Baystate Wealth Management
Massachusetts
$1.36M -$39.1K -191 -3%
JHP
1655
James Hambro & Partners
United Kingdom
$1.35M -$256K -1,250 -16%
BDF
1656
Balasa Dinverno & Foltz
$1.35M -$1.95M -9,531 -60%
HI
1657
Hudock Inc
Pennsylvania
$1.35M +$205 +1 +0%
Kayne Anderson Rudnick Investment Management
1658
Kayne Anderson Rudnick Investment Management
California
$1.35M +$390K +1,906 +43%
UBG
1659
United Bank (Georgia)
Georgia
$1.34M +$59.3K +290 +5%
CBA
1660
Coastal Bridge Advisors
Connecticut
$1.34M -$22.5K -110 -2%
NB
1661
Northwest Bancshares
Pennsylvania
$1.34M
PA
1662
Procyon Advisors
Connecticut
$1.34M +$20.5K +100 +2%
AWE
1663
Avidian Wealth Enterprises
Texas
$1.34M +$37.2K +182 +3%
AC
1664
Avestar Capital
New York
$1.33M +$37.2K +182 +3%
MLFP
1665
MPS Loria Financial Planners
Illinois
$1.33M
GA
1666
Greytown Advisors
Florida
$1.32M +$1.27M +6,224 New
CSS
1667
Cubist Systematic Strategies
Connecticut
$1.32M +$585K +2,861 +85%
CWM
1668
Confluence Wealth Management
Oregon
$1.32M +$325K +1,590 +33%
CC
1669
Courier Capital
New York
$1.32M -$190K -930 -13%
CC
1670
Capital Counsel
New York
$1.32M -$76.7K -375 -6%
PIM
1671
Penobscot Investment Management
Massachusetts
$1.31M -$82.6K -404 -6%
CA
1672
Calton & Associates
Florida
$1.31M -$561K -2,743 -31%
EDRIA
1673
Edmonds Duncan Registered Investment Advisors
Kansas
$1.31M -$15.3K -75 -1%
TCM
1674
Tufton Capital Management
Maryland
$1.3M -$51.1K -250 -4%
TC
1675
Truvestments Capital
Florida
$1.3M +$146K +716 +13%

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.