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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
CI
926
Conning Inc
Connecticut
$6.5M -$117K -530 -2%
MPAM
927
Murphy Pohlad Asset Management
Minnesota
$6.49M -$165K -750 -3%
SWA
928
SOA Wealth Advisors
New York
$6.48M +$5.95M +26,999 New
SFO
929
Stokes Family Office
Louisiana
$6.46M +$55.7K +253 +0.9%
MP
930
McDonald Partners
Ohio
$6.45M +$6.13M +27,819 New
FFA
931
Fragasso Financial Advisors
Pennsylvania
$6.42M +$318K +1,443 +6%
LWAC
932
Laurel Wealth Advisors (California)
California
$6.39M +$59.7K +271 +1%
EAM
933
Evanson Asset Management
California
$6.38M +$106K +483 +2%
Fiera Capital (Canada)
934
Fiera Capital (Canada)
Quebec, Canada
$6.37M -$115K -523 -2%
BCM
935
Brooktree Capital Management
Michigan
$6.36M -$69.4K -315 -1%
WCF
936
West Coast Financial
California
$6.35M -$240K -1,090 -4%
FIM
937
Freedom Investment Management
Connecticut
$6.34M +$215K +977 +4%
CNBTD
938
Citizens National Bank Trust Department
Mississippi
$6.33M -$932K -4,231 -13%
BFM
939
Boston Financial Management
Massachusetts
$6.33M -$807K -3,666 -12%
JWCA
940
J.W. Cole Advisors
Florida
$6.32M -$9.53M -43,288 -61%
NS
941
Newman & Schimel
Illinois
$6.3M +$5.98M +27,170 New
FMWA
942
Forvis Mazars Wealth Advisors
Missouri
$6.3M +$473K +2,150 +9%
SRC
943
Stone Run Capital
New York
$6.27M +$468K +2,125 +9%
WCA
944
Windsor Creek Advisors
Vermont
$6.26M -$785K -3,565 -99%
LCS
945
Levin Capital Strategies
New York
$6.25M -$662K -3,005 -10%
HIIFS
946
Harel Insurance Investments & Financial Services
Israel
$6.24M -$98.9K -449 -5%
CIM
947
Courant Investment Management
Tennessee
$6.23M -$25.2M -114,512 -81%
LA
948
LFL Advisers
Illinois
$6.22M -$497K -2,255 -8%
WAS
949
Winch Advisory Services
Wisconsin
$6.21M +$2.86K +13 +0%
CCP
950
Corient Capital Partners
California
$6.2M -$270K -1,225 -4%

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.