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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
GG
676
Greenwood Gearhart
Arkansas
$12.6M +$122K +553 +1%
CC
677
Cadinha & Co
Hawaii
$12.3M -$17.3M -78,708 -60%
PHS
678
Pekin Hardy Strauss
Illinois
$12.3M -$1.08M -4,917 -8%
FCBT
679
First Citizens Bank & Trust
North Carolina
$12.3M -$743K -3,375 -6%
MFAM
680
Motley Fool Asset Management
Virginia
$12.3M +$46.9K +213 +0.4%
TI
681
Trigran Investments
Illinois
$12.3M
NEWAS
682
N.E.W. Advisory Services
Wisconsin
$12.2M -$1.42M -6,467 -11%
BAM
683
Barrett Asset Management
New York
$12.2M -$686K -3,115 -6%
SAM
684
Satovsky Asset Management
New York
$12.1M +$11.4M +51,782 New
BFG
685
Beacon Financial Group
Texas
$12.1M -$90.7K -412 -0.8%
RSVP
686
Ramsay Stattman Vela & Price
Colorado
$12M -$69.4K -315 -0.6%
SSB
687
Sandy Spring Bank
Maryland
$12M +$491K +2,231 +4%
B
688
BP
United Kingdom
$12M -$36.2M -164,507 -76%
HC
689
Henshaw Capital
Massachusetts
$12M
GP
690
Greenline Partners
New York
$11.9M -$5.16M -23,453 -31%
UIM
691
USS Investment Management
United Kingdom
$11.9M
WAM
692
World Asset Management
Michigan
$11.9M -$759K -3,447 -6%
DIM
693
Delta Investment Management
California
$11.9M -$473K -2,149 -4%
Massachusetts Financial Services
694
Massachusetts Financial Services
Massachusetts
$11.8M -$565K -2,567 -5%
SWM
695
Sculati Wealth Management
Michigan
$11.8M -$59.5K -270 -0.5%
WF
696
WoodTrust Financial
Wisconsin
$11.8M -$37.7K -171 -0.3%
VCM
697
Violich Capital Management
California
$11.8M +$1.03M +4,665 +10%
SI
698
Sprott Inc
Ontario, Canada
$11.7M +$1.1M +5,000 +11%
Mirae Asset Global Investments
699
Mirae Asset Global Investments
South Korea
$11.6M +$704K +3,198 +7%
TWM
700
TLW Wealth Management
Florida
$11.6M -$20.5K -93 -0.2%

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.