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Berkshire Hathaway Class 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: 2,6642,938 (+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: 440439 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
YAM
326
Yacktman Asset Management
Texas
$45.2M -$781K -3,548 -2%
PFO
327
Pathstone Family Office
New Jersey
$44.8M +$39.6M +179,982 +1,377%
SCI
328
S&CO Inc
Massachusetts
$44.4M -$189K -858 -0.4%
NCM
329
New Capital Management
Texas
$44.4M -$1.64M -7,462 -6%
LWCFA
330
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$43.5M -$296K -1,346 -0.7%
HCM
331
Howland Capital Management
Massachusetts
$43.1M +$2.68M +12,170 +7%
WBC
332
Westpac Banking Corp
Australia
$43M +$630K +2,859 +2%
WRF
333
Waddell & Reed Financial
Kansas
$42.9M
AIA
334
Avalon Investment & Advisory
Texas
$42.8M -$445K -2,021 -1%
DnB Asset Management
335
DnB Asset Management
Norway
$42.7M -$120K -547 -0.3%
SIC
336
Salem Investment Counselors
North Carolina
$41.9M +$293K +1,331 +0.7%
CK
337
Cohen Klingenstein
New York
$41.1M -$74K -336 -0.2%
V
338
Veritable
Delaware
$41.1M -$3.34M -15,165 -8%
CM
339
Crestline Management
Texas
$40.6M +$38.5M +175,000 New
CPSAC
340
Chas P. Smith & Associates (CPS)
Florida
$40.5M +$868K +3,943 +2%
ICP
341
Ironvine Capital Partners
Nebraska
$40.5M -$3.96M -17,967 -9%
Mercer Global Advisors
342
Mercer Global Advisors
Colorado
$40.3M +$5.99M +27,192 +19%
PP
343
Prospector Partners
Connecticut
$40.2M -$183K -830 -0.5%
ERSOT
344
Employees Retirement System of Texas
Texas
$40M
SAM
345
Securian Asset Management
Minnesota
$39.6M -$2.17M -9,832 -5%
AP
346
Archon Partners
New Jersey
$38.6M -$337K -1,530 -0.9%
ACM
347
Argent Capital Management
Missouri
$38.2M +$35.5M +161,423 +4,731%
WT
348
Whittier Trust
California
$38M +$1.81M +8,202 +5%
PL
349
Parthenon LLC
Kentucky
$37.8M -$309K -1,403 -0.9%
TRSOTSOK
350
Teachers Retirement System of the State of Kentucky
Kentucky
$37.1M -$3.13M -14,200 -8%

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.