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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
CPSC
2726
Carl P. Sherr & Co
Massachusetts
$245K
LAM
2727
LifePro Asset Management
California
$245K +$233K +1,056 New
BWM
2728
BT Wealth Management
Georgia
$244K -$44K -200 -16%
CCFM
2729
Clear Creek Financial Management
Washington
$244K +$233K +1,056 New
EIG
2730
Ellenbecker Investment Group
Wisconsin
$243K -$40.7K -185 -15%
CIS
2731
Connors Investor Services
Pennsylvania
$243K -$22K -100 -9%
LBA
2732
Lowell Blake & Associates
Massachusetts
$243K
SFA
2733
Source Financial Advisors
New York
$243K +$231K +1,048 New
BCM
2734
Brasada Capital Management
Texas
$243K +$231K +1,050 New
TVWM
2735
Tower View Wealth Management
Wisconsin
$242K +$59K +268 +35%
VCG
2736
Vantage Consulting Group
Virginia
$242K +$230K +1,044 New
BCP
2737
Blackhawk Capital Partners
Wisconsin
$241K -$96K -436 -28%
CP
2738
Cumberland Partners
Ontario, Canada
$241K +$2.2K +10 +1%
AHC
2739
Anderson Hoagland & Co
Missouri
$240K -$35.5K -161 -13%
RBC
2740
Roble Belko & Company
Pennsylvania
$239K -$5.5K -25 -2%
TA
2741
TruWealth Advisors
Louisiana
$239K +$227K +1,030 New
NCM
2742
Nelson Capital Management
California
$238K -$288K -1,306 -56%
COF
2743
Capital One Financial
Virginia
$237K -$801K -3,637 -78%
AC
2744
Arjuna Capital
North Carolina
$237K
HIM
2745
Hillsdale Investment Management
Ontario, Canada
$237K
SFM
2746
Signet Financial Management
New Jersey
$237K
FFW
2747
Fusion Family Wealth
New York
$236K
SWM
2748
Selective Wealth Management
Virginia
$236K +$55.1K +250 +33%
CMBA
2749
C.M. Bidwell & Associates
Hawaii
$235K -$72.7K -330 -25%
AA
2750
Addison Advisors
Vermont
$235K +$223K +1,012 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.