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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
CAN
2601
Claraphi Advisory Network
United States
$315K +$41.2K +187 +16%
WFO
2602
Wealthgate Family Office
Colorado
$315K +$299K +1,360 New
MAM
2603
Marotta Asset Management
Virginia
$315K -$26K -118 -8%
1IA
2604
1834 Investment Advisors
Wisconsin
$314K -$28.8K -131 -9%
OL
2605
Optas LLC
Texas
$313K -$33K -150 -10%
BE
2606
Bonness Enterprises
District of Columbia
$313K
BMA
2607
Brooks Moore & Associates
Tennessee
$313K
ACM
2608
Alethea Capital Management
Washington
$313K +$88.1K +400 +42%
XS
2609
XR Securities
Illinois
$313K +$297K +1,348 New
OWM
2610
OneAscent Wealth Management
Alabama
$313K +$297K +1,350 New
AWM
2611
Act Wealth Management
Texas
$313K +$298K +1,352 New
CCM
2612
CWH Capital Management
Washington
$312K
OQS
2613
Occudo Quantitative Strategies
Florida
$312K +$297K +1,347 New
VFIC
2614
Valley Forge Investment Consultants
Pennsylvania
$312K +$297K +1,347 New
BWL
2615
Bogart Wealth LLC
Virginia
$310K -$64.5K -293 -18%
BFG
2616
Barber Financial Group
Kansas
$310K -$30.4K -138 -9%
FMP
2617
Financial Management Professionals
Texas
$310K +$2.2K +10 +0.8%
CFS
2618
Cannon Financial Strategists
Georgia
$309K
ZAM
2619
Zevin Asset Management
Massachusetts
$309K -$16.5K -75 -5%
MCIA
2620
Mountain Capital Investment Advisors
Colorado
$309K -$661 -3 -0.2%
CL
2621
CSS LLC
Illinois
$309K
CPC
2622
Consolidated Planning Corp
Georgia
$309K +$15.2K +69 +5%
FVWA
2623
Foster Victor Wealth Advisors
South Carolina
$308K -$223K -1,013 -43%
FA
2624
Financial Advisors
Massachusetts
$308K -$11.5K -52 -4%
NCM
2625
Narwhal Capital Management
Georgia
$308K

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.