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

Berkshire Hathaway Class B
BRK.B

2,938 hedge funds and large institutions have $209B invested in Berkshire Hathaway Class B in 2020 Q4 according to their latest regulatory filings, with 387 funds opening new positions, 977 increasing their positions, 1,199 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

430% more first-time investments, than exits

New positions opened: 387 | Existing positions closed: 73

36% more call options, than puts

Call options by funds: $5.45B | Put options by funds: $4.02B

10% more funds holding

Funds holding: 2,664 → 2,938 (+274)

6% more capital invested

Capital invested by funds: $197B → $209B (+$11.8B)

0% less funds holding in top 10

Funds holding in top 10: 440 → 439 (-1)

0.47% less ownership

Funds ownership: 66.18% → 65.71% (-0.47%)

19% less repeat investments, than reductions

Existing positions increased: 977 | Existing positions reduced: 1,199

Holders
2,938
Holders Change
+274
Holders Change %
+10.29%
% of All Funds
51.99%
Holding in Top 10
439
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.23%
% of All Funds
7.77%
New
387
Increased
977
Reduced
1,199
Closed
73
Calls
$5.45B
Puts
$4.02B
Net Calls
+$1.43B
Net Calls Change
-$163M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$354M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$340M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$284M
4
Wells Fargo
Wells Fargo
California
+$247M
5
Barclays
Barclays
United Kingdom
+$211M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$1.37B
2
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.1B
3
BlackRock
BlackRock
New York
-$1.08B
4
Capital World Investors
Capital World Investors
California
-$1.05B
5
GQG Partners
GQG Partners
Florida
-$644M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
2876
AlphaMark Advisors
Kentucky
$70K – – –
LGWM
2877
Litman Gregory Wealth Management
California
$70K – – –
NC
2878
Nixon Capital
Texas
$70K +$66.1K +300 New
IRC
2879
Investors Research Corp
Georgia
$68K – – –
IWP
2880
IAG Wealth Partners
Wisconsin
$66K – – –
SCM
2881
Silvant Capital Management
Georgia
$66K – – –
FFC
2882
First Financial Corp
Indiana
$64K – – –
DI
2883
Disciplined Investments
Oklahoma
$58K – – –
CP
2884
Corbenic Partners
Pennsylvania
$57K – – –
TIAM2
2885
Tru Independence Asset Management 2
Oregon
$53K +$50.6K +230 New
TAM
2886
Tucker Asset Management
Colorado
$51.7K +$49.1K +223 New
Loomis, Sayles & Company
2887
Loomis, Sayles & Company
Massachusetts
$51K +$1.1K +5 +2%
MIM
2888
Merrion Investment Management
New Jersey
$51K +$48.2K +219 New
BII
2889
Bainco International Investors
Massachusetts
$50K -$5.71M -25,931 -99%
CIM
2890
Contravisory Investment Management
Massachusetts
$47K – – –
SL
2891
Savior LLC
Massachusetts
$46K -$5.29K -24 -11%
LWA
2892
Lowe Wealth Advisors
Maryland
$46K – – –
T
2893
TOBAM
France
$43K +$24.2K +110 +149%
MAM
2894
Magellan Asset Management
Australia
$42K – – –
RIA
2895
RPG Investment Advisory
California
$42K – – –
TAIM
2896
TD Ameritrade Investment Management
Nebraska
$40K +$8.59K +39 +29%
TAM
2897
Troy Asset Management
United Kingdom
$40K +$37.9K +172 New
IF
2898
Ironwood Financial
Arizona
$37K – – –
AWM
2899
Avondale Wealth Management
Texas
$35K – – –
BC
2900
Belmont Capital
California
$35K – – –
114 115
116
117 118

BRK.B Hedge Fund Activity: Q4 2020 in Review

2,938 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class B (BRK.B) for Q4 2020, worth a combined $209B — up 6% from $197B a quarter earlier.

Buyers outnumbered sellers: 387 funds opened new BRK.B positions and 73 closed out — a net gain of 314 holders — while 977 added to existing stakes and 1,199 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $354M. The largest seller was Vanguard Group, cutting an estimated $1.37B.

  • 2,938 institutional investors held Berkshire Hathaway Class B (BRK.B) as of Q4 2020, up from 2,664 in Q3 2020.
  • Funds reported $209B of Berkshire Hathaway Class B stock for Q4 2020, up 6% quarter-over-quarter.
  • 387 funds opened new Berkshire Hathaway Class B positions in Q4 2020 and 73 closed out, a net change of +314 holders.
  • The largest Berkshire Hathaway Class B buyer in Q4 2020 was D.E. Shaw & Co, an estimated $354M added.
  • The largest Berkshire Hathaway Class B seller in Q4 2020 was Vanguard Group, an estimated $1.37B sold.

Based on aggregated 13F filings for Q4 2020.