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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
SCM
1151
Shelton Capital Management
Colorado
$4.06M -$35K -159 -0.9%
JSC
1152
Jackson Square Capital
California
$4.05M -$32.6K -148 -0.8%
Fuller & Thaler Asset Management
1153
Fuller & Thaler Asset Management
California
$4.04M +$7.05K +32 +0.2%
FQ
1154
First Quadrant
California
$4.04M -$50.6K -230 -1%
BAM
1155
Berkshire Asset Management
Pennsylvania
$4.04M +$851K +3,865 +28%
BFC
1156
Bedel Financial Consulting
Indiana
$4.04M +$22.9K +104 +0.6%
FPB
1157
First PREMIER Bank
South Dakota
$4.04M -$133K -604 -3%
OCAM
1158
Onex Canada Asset Management
Ontario, Canada
$4.02M -$314K -1,428 -8%
CSC
1159
Cove Street Capital
California
$4.02M -$242K -1,100 -6%
RIA
1160
Realta Investment Advisors
Delaware
$4.01M +$56.6K +257 +2%
CAM
1161
Centre Asset Management
New York
$4.01M +$3.81M +17,300 New
ACP
1162
Aviance Capital Partners
Florida
$4M
PAS
1163
Park Avenue Securities
New York
$4M +$551K +2,501 +17%
BIMC
1164
Benson Investment Management Company
Virginia
$3.99M -$11.5K -52 -0.3%
BSI
1165
Bennett Selby Investments
Maine
$3.98M +$3.78M +17,154 New
FMC
1166
First Merchants Corp
Indiana
$3.97M -$80.4K -365 -2%
LOAME
1167
Lombard Odier Asset Management (Europe)
United Kingdom
$3.96M +$980K +4,450 +35%
SCM
1168
Stonebridge Capital Management
California
$3.95M +$121K +550 +3%
MIM
1169
Moseley Investment Management
Florida
$3.94M +$360K +1,634 +11%
CTA
1170
Colonial Trust Advisors
South Carolina
$3.92M -$440 -2 -0%
GCM
1171
Glynn Capital Management
California
$3.92M
TWA
1172
TCI Wealth Advisors
Arizona
$3.91M +$9.25K +42 +0.2%
AWM
1173
Apollon Wealth Management
South Carolina
$3.88M +$2.78M +12,636 +309%
BOH
1174
Bank of Hawaii
Hawaii
$3.87M -$222K -1,008 -6%
SNBOSD
1175
Security National Bank of So Dak
Iowa
$3.87M +$8.81K +40 +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.