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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
CAM
1251
Cypress Asset Management
Texas
$3.32M -$24.2K -110 -0.8%
SIMM
1252
Stillwater Investment Management (Minnesota)
Minnesota
$3.3M -$91.4K -415 -3%
TFS
1253
Thoroughbred Financial Services
Tennessee
$3.29M -$127K -579 -4%
MWM
1254
Marietta Wealth Management
Georgia
$3.29M +$84.6K +384 +3%
HW
1255
Hancock Whitney
Mississippi
$3.29M -$105K -479 -3%
OFS
1256
Oldfather Financial Services
Nebraska
$3.29M +$3.96K +18 +0.1%
SSI
1257
Scott & Selber Inc
Texas
$3.29M -$122K -554 -4%
IIC
1258
Ironwood Investment Counsel
Arizona
$3.27M +$443K +2,014 +17%
HPCM
1259
High Pointe Capital Management
Illinois
$3.27M +$536K +2,432 +21%
MCM
1260
Mitchell Capital Management
Kansas
$3.26M +$182K +825 +6%
NFG
1261
Nadler Financial Group
Illinois
$3.26M
PP
1262
Pacifica Partners
Canada
$3.25M -$56.4K -256 -2%
FHA
1263
Flagship Harbor Advisors
Massachusetts
$3.25M +$75.1K +341 +2%
AFS
1264
Annapolis Financial Services
Maryland
$3.25M +$3.08M +13,998 New
JC
1265
Jacobs & Co
California
$3.25M -$60.6K -275 -2%
NSIM
1266
North Star Investment Management
Illinois
$3.25M +$30.4K +138 +1%
VMPIC
1267
Varma Mutual Pension Insurance Co
Finland
$3.24M +$580K +2,635 +23%
CCFCSB
1268
Cape Cod Five Cents Savings Bank
Massachusetts
$3.24M -$51.3K -233 -2%
B
1269
Bellecapital
Switzerland
$3.24M -$10.1K -46 -0.3%
AFG
1270
Allegheny Financial Group
Pennsylvania
$3.23M +$3.07M +13,920 New
PCIA
1271
Prime Capital Investment Advisors
Kansas
$3.23M +$84.3K +383 +3%
DAM
1272
Delta Asset Management
Tennessee
$3.22M -$28K -127 -0.9%
B
1273
Brightworth
Georgia
$3.22M -$467K -2,121 -13%
GAM
1274
Griffin Asset Management
New York
$3.21M -$80.6K -366 -3%
AI
1275
Accredited Investors
Minnesota
$3.21M +$180K +817 +6%

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.