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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
TF
2501
TimeScale Financial
Massachusetts
$386K -$24.9K -113 -6%
RPGK
2502
Retirement Planning Group (Kansas)
Kansas
$386K
OFW
2503
Omnia Family Wealth
Florida
$383K -$23.1K -105 -6%
TWP
2504
Tempus Wealth Planning
California
$383K
LSA
2505
L & S Advisors
California
$381K -$33K -150 -8%
WDC
2506
Woodward Diversified Capital
California
$381K +$362K +1,642 New
MFT
2507
Moisand Fitzgerald Tamayo
Florida
$380K -$11K -50 -3%
UWPG
2508
Ullmann Wealth Partners Group
Florida
$380K +$104K +474 +41%
IF
2509
Insight Folios
North Carolina
$378K -$127K -577 -26%
WLIM
2510
White Lighthouse Investment Management
Massachusetts
$378K
BAMG
2511
Brand Asset Management Group
Missouri
$377K -$114K -518 -24%
CAG
2512
Csenge Advisory Group
Florida
$375K -$35.2K -160 -9%
TBNY
2513
Trustco Bank (New York)
New York
$375K
ACM
2514
AlphaStar Capital Management
North Carolina
$375K +$42.9K +195 +14%
VAM
2515
Verity Asset Management
North Carolina
$374K +$30.8K +140 +10%
CAS
2516
Coppell Advisory Solutions
Texas
$374K +$355K +1,611 New
CMI
2517
Clare Market Investments
Texas
$373K -$350K -1,590 -50%
CSM
2518
CAMG Solamere Management
North Carolina
$372K -$11K -50 -3%
RB
2519
Rodgers Brothers
Pennsylvania
$371K -$44K -200 -11%
CSPAM
2520
Cary Street Partners Asset Management
Virginia
$371K +$352K +1,600 New
DLHL
2521
Donald L. Hagan LLC
Florida
$370K -$44K -200 -11%
TF
2522
Trek Financial
Arizona
$370K
BCP
2523
Berkeley Capital Partners
Georgia
$369K +$350K +1,590 New
SFG
2524
Sovereign Financial Group
Connecticut
$367K +$348K +1,582 New
HCP
2525
Hexagon Capital Partners
Arkansas
$366K

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.