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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
BWM
2526
BNC Wealth Management
Oregon
$366K +$68.3K +310 +24%
NFSG
2527
Newbridge Financial Services Group
Florida
$366K +$80.4K +365 +30%
CWA
2528
Carolina Wealth Advisors
South Carolina
$366K +$94K +427 +37%
AGA
2529
Arkos Global Advisors
Texas
$365K
CIAS
2530
CBIZ Investment Advisory Services
Ohio
$365K
MIC
2531
Meridian Investment Counsel
California
$365K
TF
2532
TRH Financial
Iowa
$365K
AWA
2533
AmeriServ Wealth Advisors
Pennsylvania
$365K +$347K +1,575 New
HWA
2534
Heritage Way Advisors
Illinois
$364K +$110K +500 +47%
ETI
2535
Enterprise Trust & Investment
California
$361K
CWM
2536
Chesapeake Wealth Management
Virginia
$359K -$54K -245 -14%
BHWM
2537
Bay Harbor Wealth Management
Maryland
$359K +$2.86K +13 +0.8%
GM
2538
GeoWealth Management
Illinois
$359K +$31.9K +145 +10%
MC
2539
Miramar Capital
Illinois
$359K +$117K +530 +54%
VWA
2540
VERITY Wealth Advisors
United States
$358K +$9.25K +42 +3%
EMG
2541
ETF Managers Group
New Jersey
$357K -$654K -2,969 -66%
EFL
2542
ERn Financial LLC
Wisconsin
$357K -$30.4K -138 -8%
CTB
2543
Country Trust Bank
Illinois
$357K
EA
2544
Emerald Advisors
Washington
$356K
OFG
2545
Omega Financial Group
California
$355K -$4.84K -22 -1%
CIC
2546
Cornercap Investment Counsel
Georgia
$355K +$45.4K +206 +15%
COCM
2547
Charter Oak Capital Management
New Hampshire
$355K +$337K +1,530 New
RAM
2548
Riggs Asset Management
Pennsylvania
$354K -$198K -900 -37%
CP
2549
Capital Planning
Washington
$354K +$336K +1,525 New
PHK
2550
Point72 Hong Kong
Hong Kong
$354K +$336K +1,526 New

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.