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

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
AL
576
Aspiriant LLC
California
$16.4M -$992K -4,505 -6%
GCM
577
Gabalex Capital Management
New York
$16.4M -$17.5M -79,459 -53%
SNB
578
Security National Bank
Nebraska
$16.4M -$788K -3,580 -5%
OMC
579
Overbrook Management Corp
New York
$16.3M -$2.14M -9,735 -12%
SFS
580
Sowell Financial Services
Arkansas
$16.3M +$93.1K +423 +0.6%
RIL
581
Rothschild Investment LLC
Illinois
$16.2M +$67.2K +305 +0.4%
UB
582
UMB Bank
Missouri
$16.2M -$1.77M -8,050 -10%
IRF
583
IBM Retirement Fund
New York
$16.2M +$1.13M +5,118 +8%
Macquarie Group
584
Macquarie Group
Australia
$16.2M +$474K +2,154 +3%
DZ Bank
585
DZ Bank
Germany
$16.2M +$1.31M +5,940 +9%
HWA
586
Heritage Wealth Advisors
Virginia
$16.2M +$1.72M +7,801 +13%
MWM
587
Modera Wealth Management
New Jersey
$16.1M -$2.75M -12,511 -15%
Walleye Trading
588
Walleye Trading
New York
$16.1M +$13.5M +61,377 +778%
QOP
589
Quinn Opportunity Partners
Virginia
$16.1M +$12.2M +55,218 +394%
AFG
590
Albion Financial Group
Utah
$16M +$246K +1,119 +2%
HB
591
Homrich & Berg
Georgia
$16M +$2.45M +11,141 +19%
FMII
592
Farmers & Merchants Investments Inc
Nebraska
$16M +$404K +1,836 +3%
SBWIC
593
Schaper Benz & Wise Investment Counsel
Wisconsin
$15.9M -$455K -2,065 -3%
PA
594
Pinnacle Associates
New York
$15.8M -$46.9K -213 -0.3%
PTB
595
Pioneer Trust Bank
Oregon
$15.7M -$220 -1 -0%
Twin Tree Management
596
Twin Tree Management
Texas
$15.5M -$5.93M -26,907 -29%
PIC
597
Portland Investment Counsel
Ontario, Canada
$15.5M -$837K -3,800 -5%
CI
598
Cigna Investments
Connecticut
$15.4M +$962K +4,370 +7%
NIPH
599
NN Investment Partners Holdings
Netherlands
$15.3M -$5.56M -25,249 -28%
Wealthfront Advisers
600
Wealthfront Advisers
California
$15.3M +$546K +2,481 +4%

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.