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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
OWA
2751
Outlook Wealth Advisors
Texas
$235K +$223K +1,012 New
AFM
2752
Andesa Financial Management
Pennsylvania
$234K -$222K -1,009 -50%
WFMPM
2753
Woodley Farra Manion Portfolio Management
Indiana
$234K -$136K -617 -38%
FA
2754
Fountainhead AM
New Jersey
$233K +$221K +1,004 New
CWM
2755
CMH Wealth Management
New Hampshire
$232K -$217K -986 -50%
BA
2756
BCM Advisors
Louisiana
$232K
WOC
2757
West Oak Capital
California
$231K
AIA
2758
Armor Investment Advisors
North Carolina
$231K +$13.2K +60 +6%
EWF
2759
Epstein & White Financial
California
$230K -$40.7K -185 -16%
WFWM
2760
Wechter Feldman Wealth Management
New Jersey
$230K -$40.5K -184 -16%
ACM
2761
Ayrshire Capital Management
Connecticut
$229K -$41.8K -190 -16%
AP
2762
Adero Partners
California
$229K +$217K +987 New
BAM
2763
Boyar Asset Management
New York
$227K
DACG
2764
Donor Advised Charitable Giving
California
$227K
HFS
2765
Howard Financial Services
Texas
$227K +$3.3K +15 +2%
RPG
2766
Resource Planning Group
Georgia
$226K
SIA
2767
Strategic Investment Advisors
Michigan
$226K +$215K +975 New
SMH
2768
Sanders Morris Harris
Texas
$224K +$212K +964 New
GCMG
2769
Gyroscope Capital Management Group
Florida
$223K
BEC
2770
Blue Edge Capital
Virginia
$221K
FC
2771
Fusion Capital
South Carolina
$221K +$210K +955 New
BWAM
2772
Boyd Watterson Asset Management
Ohio
$220K -$328K -1,490 -61%
BC
2773
Brookfield Corp
Ontario, Canada
$220K
PIM
2774
Provident Investment Management
Michigan
$220K
CWM
2775
Concentrum Wealth Management
California
$219K -$6.61K -30 -3%

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.