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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
REMPR
1676
Roof Eidam Maycock Peralta (REMP)
California
$1.65M +$132K +600 +9%
S
1677
SimplyRich
California
$1.65M
JF
1678
JSF Financial
California
$1.65M -$65K -295 -4%
FC
1679
Ferris Capital
Massachusetts
$1.65M +$12.3K +56 +0.8%
5L
1680
55I LLC
Massachusetts
$1.65M +$360K +1,636 +30%
PSC
1681
Prentiss Smith & Co
Vermont
$1.64M
ADL
1682
Asset Dedication LLC
California
$1.64M -$87K -395 -5%
WCAMG
1683
Woodard & Company Asset Management Group
North Carolina
$1.64M +$50.9K +231 +3%
LAIC
1684
Lederer & Associates Investment Counsel
California
$1.64M -$107K -486 -6%
GGS
1685
Galvin Gaustad & Stein
Arizona
$1.63M +$1.55M +7,047 New
FMB
1686
Field & Main Bank
Kentucky
$1.63M -$167K -760 -10%
CBB
1687
Citizens Business Bank
California
$1.63M +$203K +921 +15%
CWA
1688
Capital Wealth Alliance
Arizona
$1.63M +$94.9K +431 +7%
JHP
1689
James Hambro & Partners
United Kingdom
$1.63M +$145K +660 +10%
LW
1690
Linscomb Wealth
Texas
$1.62M -$6.39K -29 -0.4%
CA
1691
Calton & Associates
Florida
$1.62M +$187K +847 +14%
NISOA
1692
National Investment Services of America
Wisconsin
$1.61M -$875K -3,974 -36%
IMOV
1693
Investment Management of Virginia
Virginia
$1.61M +$15.9K +72 +1%
AMG
1694
Asset Management Group
Connecticut
$1.6M
AO
1695
Allen Operations
New York
$1.6M
JBA
1696
Johnson Bixby & Associates
Washington
$1.59M +$1.51M +6,861 New
BAM
1697
Brave Asset Management
New Jersey
$1.59M +$54.4K +247 +4%
SC
1698
Searle & Co
Connecticut
$1.59M
SW
1699
SlateStone Wealth
Florida
$1.57M -$74.9K -340 -5%
LPT
1700
Legacy Private Trust
Wisconsin
$1.57M -$9.03K -41 -0.6%

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.