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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
KA
776
KLCM Advisors
Wisconsin
$9.32M +$2.57M +11,654 +41%
KJHP
777
K.J. Harrison & Partners
Ontario, Canada
$9.3M +$4.5M +20,420 +104%
MIA
778
MainStreet Investment Advisors
Illinois
$9.28M -$6.12M -27,805 -41%
NC
779
Naman Capital
Brazil
$9.28M
BCV
780
Banque Cantonale Vaudoise
Switzerland
$9.23M -$67.2K -305 -0.8%
LNC
781
Lincoln National Corp
Pennsylvania
$9.21M -$377K -1,713 -4%
EWM
782
Edge Wealth Management
New York
$9.2M -$1.86M -8,460 -18%
CS
783
Candriam SCA
Luxembourg
$9.2M -$15.1M -68,646 -63%
HKIM
784
Hayek Kallen Investment Management
Alabama
$9.19M +$24.9K +113 +0.3%
ANBT
785
American National Bank & Trust
Texas
$9.14M -$4.24M -19,258 -33%
AP
786
Arlington Partners
Alabama
$9.14M +$49.5K +225 +0.6%
SWM
787
SVA Wealth Management
Wisconsin
$9.12M +$328K +1,488 +4%
CC
788
Cipher Capital
New York
$9.11M +$8.66M +39,306 New
ODCM
789
Old Dominion Capital Management
Virginia
$9.02M -$98.4K -447 -1%
CIA
790
Capital Investment Advisors
Georgia
$8.95M +$211K +959 +3%
SS
791
Sunbelt Securities
Texas
$8.89M +$8.44M +38,333 New
WPW
792
Waldron Private Wealth
Pennsylvania
$8.88M -$18.5K -84 -0.2%
PFM
793
Patton Fund Management
Texas
$8.88M -$408K -1,852 -5%
SGCA
794
Steel Grove Capital Advisors
Tennessee
$8.87M -$19.8K -90 -0.2%
S
795
SignatureFD
Georgia
$8.86M -$1.52M -6,890 -15%
KTM
796
Keeler Thomas Management
Utah
$8.85M -$1.37M -6,200 -14%
WWM
797
Western Wealth Management
Colorado
$8.82M -$14.3K -65 -0.2%
CCA
798
Covey Capital Advisors
Georgia
$8.81M -$101K -459 -1%
BRWA
799
B. Riley Wealth Advisors
Florida
$8.81M +$555K +2,520 +7%
SC
800
Stolper & Co
Oklahoma
$8.75M -$60.6K -275 -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.