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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$30.1B +$9.61M +46,959 +0%
BlackRock
2
BlackRock
New York
$24.1B +$178M +872,064 +0.8%
State Street
3
State Street
Massachusetts
$16.1B +$37.8M +184,842 +0.2%
Gates Foundation Trust
4
Gates Foundation Trust
Washington
$10B +$1.47B +7,191,874 +18%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$6.01B +$102M +498,023 +2%
Northern Trust
6
Northern Trust
Illinois
$4.46B +$53.3M +260,489 +1%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$3.19B +$55.4M +270,907 +2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$2.95B -$32.9M -161,075 -1%
Bank of America
9
Bank of America
North Carolina
$2.45B +$231M +1,130,937 +11%
Morgan Stanley
10
Morgan Stanley
New York
$2.44B +$113M +552,369 +5%
HHII
11
H&H International Investment
California
$1.89B +$74.7M +365,100 +4%
Legal & General Group
12
Legal & General Group
United Kingdom
$1.83B +$1.09M +5,313 +0.1%
Charles Schwab
13
Charles Schwab
California
$1.79B -$104M -507,830 -6%
N
14
Nuveen
North Carolina
$1.79B -$94M -459,682 -5%
Capital World Investors
15
Capital World Investors
California
$1.78B -$809M -3,954,552 -32%
JP Morgan Chase
16
JP Morgan Chase
New York
$1.75B -$43.1M -210,822 -2%
Norges Bank
17
Norges Bank
Norway
$1.72B -$252M -1,232,867 -13%
Eagle Capital Management (New York)
18
Eagle Capital Management (New York)
New York
$1.63B -$181M -884,365 -10%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$1.57B -$128M -627,335 -8%
AllianceBernstein
20
AllianceBernstein
Tennessee
$1.41B -$23.1M -112,752 -2%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.38B -$108M -528,830 -8%
Ameriprise
22
Ameriprise
Minnesota
$1.23B +$97.6M +477,093 +9%
Wells Fargo
23
Wells Fargo
California
$1.21B -$136M -664,589 -10%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$1.18B +$40.5M +198,140 +4%
Invesco
25
Invesco
Georgia
$1.16B -$89.1M -435,476 -7%