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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
ME
2626
McIlrath & Eck
Washington
$306K +$28K +127 +11%
VWM
2627
Valley Wealth Managers
New Jersey
$305K
CG
2628
Corundum Group
Colorado
$305K +$7.27K +33 +3%
WJA
2629
Willis Johnson & Associates
Texas
$305K +$290K +1,315 New
CWM
2630
Curi Wealth Management
North Carolina
$305K +$290K +1,318 New
NFG
2631
NewFocus Financial Group
Washington
$304K
SCM
2632
SKBA Capital Management
California
$304K +$22K +100 +8%
SFG
2633
SevenBridge Financial Group
Pennsylvania
$304K +$288K +1,310 New
LC
2634
Lavaca Capital
Texas
$304K +$289K +1,313 New
TIM
2635
Triad Investment Management
California
$303K +$288K +1,308 New
SQA
2636
Simon Quick Advisors
New Jersey
$302K -$147K -667 -34%
CFG
2637
Compton Financial Group
Maryland
$302K +$277K +1,260 New
SCP
2638
Silverleafe Capital Partners
Tennessee
$301K
CCM
2639
Cohen Capital Management
California
$300K
CIC
2640
Cutler Investment Counsel
Oregon
$300K +$285K +1,292 New
RA
2641
Rodgers & Associates
Pennsylvania
$300K +$285K +1,293 New
DDPIC
2642
Deroy & Devereaux Private Investment Counsel
Michigan
$299K -$253K -1,150 -47%
DFG
2643
Demars Financial Group
Washington
$299K
FIM
2644
FWL Investment Management
Texas
$298K +$283K +1,285 New
MIM
2645
MTM Investment Management
South Carolina
$298K +$283K +1,287 New
AA
2646
Argent Advisors
Louisiana
$297K -$117K -533 -29%
WCM
2647
Wealthcare Capital Management
Virginia
$297K +$220 +1 +0.1%
AF
2648
AtlasMark Financial
Texas
$296K
AIA
2649
Alera Investment Advisors
Illinois
$295K +$22.5K +102 +9%
WWP
2650
Waypoint Wealth Partners
California
$295K +$281K +1,274 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.