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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
SFPG
2776
Stonebridge Financial Planning Group
Florida
$217K
LB
2777
Leo Brokerage
Texas
$217K +$206K +934 New
TS
2778
Tamar Securities
California
$217K +$206K +934 New
GAM
2779
Geier Asset Management
Maryland
$215K +$197K +894 New
LFPWM
2780
Leicht Financial Planning & Wealth Management
New Jersey
$215K +$205K +930 New
MWM
2781
McNaughton Wealth Management
California
$214K +$203K +921 New
FAN
2782
Financial Advisors Network
California
$214K +$204K +925 New
HCM
2783
Hilton Capital Management
New York
$214K +$204K +925 New
DC
2784
Derby & Company
Massachusetts
$213K -$15.4K -70 -7%
EE
2785
EWG Elevate
California
$213K -$9.47K -43 -4%
JWM
2786
Janiczek Wealth Management
Colorado
$213K +$63K +286 +45%
DBIA
2787
Dumont & Blake Investment Advisors
New Jersey
$213K +$203K +920 New
KBFS
2788
Kohmann Bosshard Financial Services
Ohio
$213K +$203K +920 New
NFG
2789
Northeast Financial Group
Pennsylvania
$212K +$201K +915 New
PAA
2790
Peregrine Asset Advisers
Oregon
$212K -$24.2K -110 -11%
DW
2791
Domani Wealth
Pennsylvania
$211K +$200K +909 New
BCAM
2792
Boston Common Asset Management
Massachusetts
$211K +$201K +911 New
ACA
2793
Ackerman Capital Advisors
Texas
$210K -$551K -2,500 -73%
PVWM
2794
Point View Wealth Management
New Jersey
$210K +$199K +905 New
EARNEST Partners
2795
EARNEST Partners
Georgia
$209K
ASA
2796
Armstrong Shaw Associates
Connecticut
$209K +$198K +900 New
DLG
2797
Daniel L. Goodwin
$209K +$198K +900 New
IAS
2798
Investment Advisory Services
Texas
$209K +$198K +900 New
TNAM
2799
Terra Nova Asset Management
New York
$208K +$197K +896 New
HIM
2800
Hanlon Investment Management
New Jersey
$208K +$198K +899 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.