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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
MMA
876
Miracle Mile Advisors
California
$7.32M +$203K +921 +3%
PCM
877
Palisade Capital Management
New Jersey
$7.28M -$58.4K -265 -0.8%
CAM
878
Cubic Asset Management
Massachusetts
$7.27M +$129K +585 +2%
ST
879
Smithfield Trust
Pennsylvania
$7.27M -$15.6K -71 -0.2%
MCM
880
McKinley Capital Management
Alaska
$7.26M -$46.2K -210 -0.7%
FMTC
881
Farmers & Merchants Trust Company
California
$7.26M -$44.5K -202 -0.6%
WDL
882
Well Done LLC
Michigan
$7.25M -$66.3K -301 -1%
TCM
883
Telos Capital Management
California
$7.22M -$123K -558 -2%
WHRC
884
W.H. Reaves & Co
New Jersey
$7.18M -$125K -566 -2%
BAS
885
Brown Advisory Securities
Maryland
$7.18M +$887K +4,029 +15%
MIM
886
Martin Investment Management
Florida
$7.14M -$132K -600 -2%
DAS
887
Dynamic Advisor Solutions
Arizona
$7.1M +$278K +1,264 +4%
PMG
888
ProVise Management Group
Florida
$7.08M +$76.4K +347 +1%
DDC
889
DF Dent & Co
Maryland
$7.07M -$1.17M -5,326 -15%
RTS
890
Round Table Services
New Jersey
$7.03M +$52.4K +238 +0.8%
BIC
891
Beach Investment Counsel
Pennsylvania
$7.03M +$2.16M +9,831 +48%
BJL
892
Brighton Jones LLC
Washington
$7.01M -$201K -912 -3%
PFPT
893
Pinnacle Financial Partners (Tennessee)
Tennessee
$7.01M +$259K +1,175 +4%
MSRPS
894
Maryland State Retirement & Pension System
Maryland
$6.96M +$6.72M +30,504 New
MCM
895
Manchester Capital Management
Vermont
$6.96M -$195K -886 -3%
BCM
896
Buckhead Capital Management
Georgia
$6.94M +$181K +823 +3%
RJT
897
Raymond James Trust
Florida
$6.93M +$202K +919 +3%
NFG
898
Next Financial Group
Texas
$6.93M +$363K +1,649 +6%
DBT
899
Dubuque Bank & Trust
Iowa
$6.9M +$234K +1,063 +4%
MC
900
Moors & Cabot
Massachusetts
$6.88M -$734K -3,332 -10%

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.