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Berkshire Hathaway Class B

2,631 hedge funds and large institutions have $173B invested in Berkshire Hathaway Class B in 2020 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 1,192 increasing their positions, 999 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $3.28B | Put options by funds: $2.25B

19% more repeat investments, than reductions

Existing positions increased: 1,192 | Existing positions reduced: 999

7% more funds holding in top 10

Funds holding in top 10: 496529 (+33)

1.24% more ownership

Funds ownership: 68.67%69.9% (+1.2%)

10% more first-time investments, than exits

New positions opened: 167 | Existing positions closed: 152

1% less funds holding

Funds holding: 2,6542,631 (-23)

19% less capital invested

Capital invested by funds: $214B → $173B (-$41.4B)

Holders
2,631
Holders Change
-23
Holders Change %
-0.87%
% of All Funds
57.98%
Holding in Top 10
529
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+6.65%
% of All Funds
11.66%
New
167
Increased
1,192
Reduced
999
Closed
152
Calls
$3.28B
Puts
$2.25B
Net Calls
+$1.04B
Net Calls Change
-$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$26.7B +$835M +3,928,110 +3%
BlackRock
2
BlackRock
New York
$20.1B -$51.5M -242,283 -0.2%
State Street
3
State Street
Massachusetts
$14B -$386M -1,818,239 -2%
Gates Foundation Trust
4
Gates Foundation Trust
Washington
$8.21B -$1.06B -5,000,000 -10%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$5.05B +$95.8M +450,864 +2%
Northern Trust
6
Northern Trust
Illinois
$3.7B -$42.3M -199,151 -1%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$2.74B -$45M -211,608 -1%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$2.42B -$1.31B -6,147,296 -32%
Morgan Stanley
9
Morgan Stanley
New York
$2.07B +$161M +756,218 +7%
Bank of America
10
Bank of America
North Carolina
$2.02B +$42.6M +200,232 +2%
Eagle Capital Management (New York)
11
Eagle Capital Management (New York)
New York
$1.85B -$28.8M -135,566 -1%
Norges Bank
12
Norges Bank
Norway
$1.78B -$41.2M -193,753 -2%
N
13
Nuveen
North Carolina
$1.75B +$27.7M +130,498 +1%
AllianceBernstein
14
AllianceBernstein
Tennessee
$1.7B -$7.32M -34,436 -0.4%
Charles Schwab
15
Charles Schwab
California
$1.64B +$27.6M +129,969 +1%
JP Morgan Chase
16
JP Morgan Chase
New York
$1.63B +$260M +1,224,459 +16%
Legal & General Group
17
Legal & General Group
United Kingdom
$1.57B +$91.2M +428,979 +5%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$1.48B -$141M -661,549 -8%
Goldman Sachs
19
Goldman Sachs
New York
$1.37B -$508M -2,390,498 -24%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.31B +$93.9M +441,842 +7%
Ameriprise
21
Ameriprise
Minnesota
$1.21B +$63.2M +297,149 +5%
Invesco
22
Invesco
Georgia
$1.19B +$121M +569,087 +10%
Flossbach Von Storch
23
Flossbach Von Storch
Germany
$1.15B -$121M -571,499 -8%
Boston Partners
24
Boston Partners
Massachusetts
$1.15B -$260M -1,223,090 -16%
Wells Fargo
25
Wells Fargo
California
$1.14B +$13.9M +65,549 +1%