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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
CAM
2651
Cidel Asset Management
Ontario, Canada
$294K -$3.3M -15,000 -92%
CHA
2652
Cooper/Haims Advisors
New York
$294K +$54.4K +247 +24%
PCA
2653
Peddock Capital Advisors
Massachusetts
$292K
DR
2654
Davis Rea
Ontario, Canada
$292K +$277K +1,260 New
WFAG
2655
Wescott Financial Advisory Group
Pennsylvania
$292K +$277K +1,260 New
CA
2656
Centerpoint Advisors
Massachusetts
$290K -$83.7K -380 -23%
IIM
2657
Ipswich Investment Management
Massachusetts
$290K
MAM
2658
Mastrapasqua Asset Management
Tennessee
$290K
TIM
2659
Total Investment Management
Arizona
$288K -$16.5K -75 -6%
DAC
2660
Dividend Assets Capital
South Carolina
$288K
HI
2661
Human Investing
Oregon
$288K
RC
2662
RBF Capital
California
$288K
WWMSC
2663
Wagner Wealth Management (South Carolina)
South Carolina
$288K +$273K +1,241 New
NEGWA
2664
New England Guild Wealth Advisors
Connecticut
$287K
JWM
2665
JGP Wealth Management
Oregon
$287K +$440 +2 +0.2%
BL
2666
Balentine LLC
Georgia
$285K -$60.3K -274 -18%
CCA
2667
Conservest Capital Advisors
Pennsylvania
$285K +$7.93K +36 +3%
MMM
2668
Mendel Money Management
Illinois
$284K -$12.1K -55 -4%
CFG
2669
CKW Financial Group
Hawaii
$284K
RWRC
2670
R.W. Roge & Company
New York
$283K
RWG
2671
Ratio Wealth Group
Colorado
$282K +$268K +1,216 New
RPA
2672
Rock Point Advisors
Vermont
$280K -$1.1K -5 -0.4%
ML
2673
McAdam LLC
Pennsylvania
$280K +$28.4K +129 +12%
OFA
2674
Oak Family Advisors
Illinois
$280K +$266K +1,206 New
FFWM
2675
Future Financial Wealth Management
Ohio
$279K +$265K +1,205 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.