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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
CF
2476
Clarity Financial
Texas
$413K +$392K +1,780 New
DA
2477
DSC Advisors
Illinois
$413K +$392K +1,782 New
FTUS
2478
Flow Traders U.S.
New York
$413K +$393K +1,783 New
ZB
2479
Zions Bancorporation
Utah
$407K -$29.7K -135 -7%
HFS
2480
HBC Financial Services
Washington
$406K
SIS
2481
Sound Income Strategies
Florida
$406K
GG
2482
Golden Green
South Carolina
$406K +$385K +1,750 New
DTL
2483
Dynamic Technology Lab
Singapore
$403K -$618K -2,805 -62%
EA
2484
Eclectic Associates
California
$403K +$382K +1,737 New
WPC
2485
White Pine Capital
Minnesota
$402K +$112K +510 +42%
FNBOMD
2486
First National Bank of Mount Dora
Florida
$398K -$50.4K -229 -12%
ERWM
2487
Elk River Wealth Management
Colorado
$398K +$378K +1,716 New
CAM
2488
Crestone Asset Management
Colorado
$397K -$333K -1,512 -47%
BB
2489
Bell Bank
North Dakota
$397K +$377K +1,712 New
MWPCG
2490
Measured Wealth Private Client Group
New Hampshire
$396K -$3.08K -14 -0.8%
AWAP
2491
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$396K +$377K +1,710 New
FCFC
2492
First Commonwealth Financial Corp
Pennsylvania
$395K +$2.2K +10 +0.6%
OHS
2493
Odey Holdings (Switzerland)
Switzerland
$394K -$374K -1,700 -50%
FPA
2494
First Pacific Advisors
California
$394K +$374K +1,700 New
HIS
2495
Harvest Investment Services
Illinois
$392K -$14.3K -65 -4%
WFA
2496
WestHill Financial Advisors
California
$392K +$372K +1,691 New
AIFAIM
2497
American Institute for Advanced Investment Management
Arizona
$391K
EWM
2498
Executive Wealth Management
Michigan
$389K +$8.81K +40 +2%
JFGLC
2499
Johnson Financial Group LLC (Colorado)
Colorado
$389K +$24.2K +110 +7%
SIC
2500
Shoker Investment Counsel
Ohio
$388K

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.