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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
MWM
651
Madison Wealth Management
Ohio
$13.5M +$96K +436 +0.8%
WM
652
WS Management
Florida
$13.4M -$59M -267,755 -82%
CCT
653
Country Club Trust
Missouri
$13.4M +$70K +318 +0.5%
NRS
654
Neville Rodie & Shaw
New York
$13.3M +$83K +377 +0.7%
BFIM
655
Beese Fulmer Investment Management
Ohio
$13.3M -$516K -2,344 -4%
NB
656
Norinchukin Bank
Japan
$13.3M -$276K -1,253 -2%
SBL
657
Sargent Bickham Lagudis
Colorado
$13.3M -$368K -1,671 -3%
BC
658
Burney Company
Virginia
$13.2M -$1.55M -7,043 -11%
SFS
659
Solitude Financial Services
Virginia
$13.2M +$12.6M +57,063 New
NL
660
NWAM LLC
Washington
$13.2M +$3.66M +16,639 +42%
FSA
661
Franklin Street Advisors
North Carolina
$13.1M -$1.13M -5,125 -8%
AWM
662
Altavista Wealth Management
North Carolina
$13M +$36.1K +164 +0.3%
AL
663
AJO LP
Pennsylvania
$13M -$62.4M -283,245 -83%
WBG
664
Wharton Business Group
Pennsylvania
$13M +$92.7K +421 +0.8%
KRSITF
665
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$12.9M +$869K +3,947 +8%
BEAM
666
Baker Ellis Asset Management
Washington
$12.9M -$36.1K -164 -0.3%
NCM
667
Novare Capital Management
North Carolina
$12.9M -$227K -1,029 -2%
LC
668
Longitude (Cayman)
Cayman Islands
$12.9M +$12.2M +55,600 New
WCM
669
Weik Capital Management
Pennsylvania
$12.9M -$134K -610 -1%
PL
670
Parkwood LLC
Ohio
$12.8M -$9.86M -44,794 -45%
BAM
671
Belpointe Asset Management
Nevada
$12.7M -$166K -756 -1%
SWP
672
Stratos Wealth Partners
Ohio
$12.6M +$569K +2,584 +5%
CIM
673
Corda Investment Management
Texas
$12.6M -$481K -2,184 -4%
CI Investments Inc
674
CI Investments Inc
Ontario, Canada
$12.6M -$2.35M -10,675 -16%
WA
675
WP Advisors
California
$12.6M -$87.4K -397 -0.7%

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.