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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
PDM
2701
Penn Davis McFarland
Texas
$261K
TCPWM
2702
Traverso Chambers Private Wealth Management
California
$261K
MAS
2703
Managed Account Services
Florida
$261K +$245K +1,112 New
NEIRG
2704
New England Investment & Retirement Group
Massachusetts
$260K
DE
2705
Day & Ennis
Georgia
$259K -$46K -209 -16%
CF
2706
Copperwynd Financial
Arizona
$259K
HCM
2707
Howard Capital Management
Georgia
$259K +$3.3K +15 +1%
CB
2708
CNB Bank
Pennsylvania
$258K
NEPPG
2709
New England Professional Planning Group
Rhode Island
$257K
AWM
2710
Accel Wealth Management
Iowa
$257K +$244K +1,107 New
MCM
2711
Mattern Capital Management
Colorado
$256K -$5.29K -24 -2%
TOCUITCONY
2712
Trustees of Columbia University in the City of New York
New York
$256K +$242K +1,100 New
CCM
2713
Carderock Capital Management
Maryland
$255K -$11K -50 -4%
ACM
2714
Alpha Capital Management
Texas
$255K -$1.1K -5 -0.5%
CNC
2715
Citizens & Northern Corp
Pennsylvania
$255K
CCA
2716
Conestoga Capital Advisors
Pennsylvania
$255K +$242K +1,100 New
SHA
2717
Seneca House Advisors
Virginia
$252K -$10.3K -47 -4%
RFM
2718
Royal Fund Management
Florida
$251K -$272K -1,236 -53%
SFA
2719
Souders Financial Advisors
Ohio
$249K
CWM
2720
Campbell Wealth Management
Virginia
$248K -$33.3K -151 -12%
BA
2721
Ballew Advisors
Mississippi
$248K
HWM
2722
Howard Wealth Management
Connecticut
$247K +$1.32K +6 +0.6%
SWAG
2723
Spectrum Wealth Advisory Group
California
$246K -$273K -1,240 -54%
APC
2724
Aspire Private Capital
North Carolina
$246K +$1.32K +6 +0.6%
GHAM
2725
Gilman Hill Asset Management
Connecticut
$246K +$234K +1,063 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.