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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$31.3B -$1.37B -6,209,251 -4%
BlackRock
2
BlackRock
New York
$25.1B -$1.08B -4,926,430 -4%
State Street
3
State Street
Massachusetts
$17.4B -$114M -516,122 -0.7%
Gates Foundation Trust
4
Gates Foundation Trust
Washington
$9.76B -$1.1B -5,000,000 -11%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$6.49B -$41.8M -189,939 -0.7%
Northern Trust
6
Northern Trust
Illinois
$4.62B -$221M -1,002,739 -5%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$3.4B -$60.6M -275,289 -2%
Morgan Stanley
8
Morgan Stanley
New York
$2.84B +$175M +793,802 +7%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$2.71B -$485M -2,202,679 -16%
Bank of America
10
Bank of America
North Carolina
$2.34B -$314M -1,427,818 -12%
HHII
11
H&H International Investment
California
$2.07B +$16.5M +75,000 +0.8%
JP Morgan Chase
12
JP Morgan Chase
New York
$1.98B +$44.4M +201,642 +2%
Charles Schwab
13
Charles Schwab
California
$1.93B -$17.5M -79,463 -0.9%
Legal & General Group
14
Legal & General Group
United Kingdom
$1.91B -$75.8M -344,353 -4%
N
15
Nuveen
North Carolina
$1.9B -$45.6M -206,967 -2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.8B +$284M +1,290,990 +20%
Norges Bank
17
Norges Bank
Norway
$1.77B -$101M -457,049 -6%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$1.68B -$36.5M -165,768 -2%
Eagle Capital Management (New York)
19
Eagle Capital Management (New York)
New York
$1.65B -$122M -552,895 -7%
Wells Fargo
20
Wells Fargo
California
$1.58B +$247M +1,123,588 +20%
Flossbach Von Storch
21
Flossbach Von Storch
Germany
$1.38B +$122M +552,719 +10%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$1.33B +$40.5M +183,771 +3%
AllianceBernstein
23
AllianceBernstein
Tennessee
$1.25B -$275M -1,248,774 -19%
Ameriprise
24
Ameriprise
Minnesota
$1.22B -$119M -539,480 -9%
UBS AM
25
UBS AM
Illinois
$1.17B +$106M +480,070 +11%