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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
UONDDL
701
University of Notre Dame du Lac
Indiana
$11.6M +$1.28M +5,796 +13%
AIM
702
Allen Investment Management
New York
$11.6M -$39.6K -180 -0.4%
VFA
703
Voya Financial Advisors
Connecticut
$11.6M +$233K +1,060 +2%
LKIM
704
Lawson Kroeker Investment Management
Nebraska
$11.6M -$51.7K -235 -0.5%
WorldQuant Millennium Advisors
705
WorldQuant Millennium Advisors
New York
$11.6M
AWM
706
Avior Wealth Management
Nebraska
$11.6M +$38.8K +176 +0.4%
AC
707
Allstate Corporation
Illinois
$11.5M +$344K +1,564 +3%
AWS
708
Arkfeld Wealth Strategies
Nebraska
$11.5M -$133K -606 -1%
SIM
709
Sterling Investment Management
Arizona
$11.5M +$229K +1,040 +2%
SS
710
Simplicity Solutions
Minnesota
$11.4M +$512K +2,325 +5%
LNWWM
711
Laird Norton Wetherby Wealth Management
California
$11.4M +$1.73M +7,842 +19%
CAM
712
Cresset Asset Management
Illinois
$11.4M +$570K +2,588 +6%
CA
713
Callahan Advisors
Texas
$11.4M -$344K -1,560 -3%
AI
714
Atria Investments
North Carolina
$11.4M -$696K -3,162 -6%
BG
715
Bahl & Gaynor
Ohio
$11.4M -$701K -3,183 -6%
CC
716
Chicago Capital
Illinois
$11.4M +$16.5K +75 +0.2%
HIA
717
Harbor Investment Advisory
Maryland
$11.3M +$1.76K +8 +0%
CIAS
718
Capital Investment Advisory Services
North Carolina
$11.3M +$932K +4,231 +9%
MC
719
Middleton & Co
Massachusetts
$11.3M -$168K -765 -2%
UR
720
USCA RIA
Texas
$11.3M -$279K -1,267 -3%
PAM
721
Peak Asset Management
Colorado
$11.3M +$451K +2,050 +4%
CIA
722
Choate Investment Advisors
Massachusetts
$11.2M -$355K -1,614 -3%
MI
723
Markston International
New York
$11.1M -$499K -2,267 -5%
QF
724
QVT Financial
New York
$11.1M
BCM
725
Banyan Capital Management
Georgia
$11.1M -$16.3K -74 -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.