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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
MSAM
976
Moloney Securities Asset Management
Missouri
$5.88M +$40.7K +185 +0.7%
FAIM
977
Financial Advocates Investment Management
Washington
$5.87M +$376K +1,709 +7%
SIM
978
Stratos Investment Management
Ohio
$5.86M +$450K +2,044 +9%
JRP
979
Jasper Ridge Partners
California
$5.8M
IIA
980
IPG Investment Advisors
California
$5.78M +$355K +1,613 +7%
TPCW
981
TD Private Client Wealth
New York
$5.76M -$236K -1,070 -4%
GWM
982
Graybill Wealth Management
Illinois
$5.75M +$48.9K +222 +0.9%
HSA
983
HBK Sorce Advisory
Pennsylvania
$5.75M +$263K +1,196 +5%
SFG
984
SageGuard Financial Group
Tennessee
$5.7M +$5.42M +24,605 New
PGAM
985
Princeton Global Asset Management
New Jersey
$5.69M -$9.47K -43 -0.2%
HIC
986
Hartline Investment Corp
Illinois
$5.68M -$3.15M -14,321 -37%
RMAM
987
Raab & Moskowitz Asset Management
New Jersey
$5.68M -$33K -150 -0.6%
FI
988
FormulaFolio Investments
Michigan
$5.65M +$2.93M +13,319 +120%
PA
989
Parallel Advisors
California
$5.62M -$2.3M -10,460 -30%
NFG
990
Nations Financial Group
Iowa
$5.62M -$247K -1,123 -4%
SLI
991
Sumitomo Life Insurance
Japan
$5.62M -$342K -1,555 -6%
AAP
992
Arax Advisory Partners
Colorado
$5.58M +$26.4K +120 +0.5%
AFA
993
Arlington Financial Advisors
California
$5.58M +$45.1K +205 +0.9%
PA
994
Profund Advisors
Maryland
$5.58M -$142K -647 -3%
CC
995
Codex Capital
New York
$5.58M +$293K +1,330 +6%
FM
996
Family Management
New York
$5.57M +$715K +3,245 +16%
CEI
997
Clark Estates Inc
New York
$5.57M
TU
998
TDAM USA
Ontario, Canada
$5.55M +$80.8K +367 +2%
SYBT
999
Stock Yards Bank & Trust
Kentucky
$5.54M -$118K -536 -2%
SIA
1000
SeaBridge Investment Advisors
New Jersey
$5.53M -$257K -1,167 -5%

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.