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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
CCA
2551
Column Capital Advisors
Indiana
$353K -$122K -552 -27%
BAM
2552
Bellevue Asset Management
Washington
$353K -$41.4K -188 -11%
VFM
2553
Vivid Financial Management
California
$352K -$318K -1,442 -49%
BCA
2554
Biltmore Capital Advisors
New Jersey
$351K -$106K -482 -24%
BIM
2555
Bridgecreek Investment Management
Oklahoma
$348K
IWA
2556
Independence Wealth Advisors
Virginia
$348K
T
2557
TrueFG
Texas
$348K
FFG
2558
Fortem Financial Group
California
$348K +$11K +50 +3%
SAM
2559
Selway Asset Management
$348K +$11K +50 +3%
CIA
2560
Cascade Investment Advisors
Oregon
$348K
ICP
2561
Interchange Capital Partners
Pennsylvania
$347K +$330K +1,498 New
DPI
2562
Diversified Portfolios Inc
Michigan
$346K +$4.84K +22 +1%
SSC
2563
Syverson Strege & Co
Iowa
$346K +$329K +1,493 New
WCWM
2564
Wooster Corthell Wealth Management
Connecticut
$345K
MHR
2565
Matthew Hamilton Rosenberg
$345K +$11K +50 +3%
AL
2566
ADE LLC
Maryland
$345K +$328K +1,489 New
IWA
2567
IVC Wealth Advisors
Pennsylvania
$344K +$327K +1,485 New
WQ
2568
Wealth Quarterback
New Jersey
$342K -$70.5K -320 -18%
RFO
2569
RiverGlades Family Offices
Florida
$342K -$61.7K -280 -16%
AHB
2570
Abner Herrman & Brock
New Jersey
$342K -$20K -91 -6%
CMA
2571
Cedar Mountain Advisors
Oregon
$342K -$11K -50 -3%
UWM
2572
Urban Wealth Management
California
$342K +$325K +1,477 New
BDWCC
2573
B&D White Capital Company
Texas
$339K +$322K +1,463 New
HC
2574
Hamilton Capital
Ohio
$336K -$169K -767 -35%
CAL
2575
Capital Advisors Ltd
Ohio
$336K

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.