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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
RCA
2801
Ranch Capital Advisors
Florida
$207K +$7.49K +34 +4%
APC
2802
Asset Planning Corporation
Tennessee
$207K +$196K +891 New
MA
2803
MJP Associates
Connecticut
$207K +$196K +892 New
SC
2804
Steph & Co
Wisconsin
$206K
AWM
2805
Affinity Wealth Management
Delaware
$205K +$193K +875 New
CBN
2806
Cadence Bank NA
Texas
$204K -$92.7K -421 -32%
SJIM
2807
St. Johns Investment Management
Florida
$204K
MAM
2808
MMA Asset Management
Pennsylvania
$202K +$192K +871 New
GPA
2809
Guidance Point Advisors
Massachusetts
$202K +$192K +874 New
ACP
2810
Aveo Capital Partners
Colorado
$200K +$190K +864 New
BEI
2811
Benjamin Edwards Inc
Missouri
$198K
OPW
2812
Oxler Private Wealth
New York
$191K +$182K +825 New
WLPWM
2813
Walled Lake Planning & Wealth Management
Illinois
$189K
PP
2814
PrairieView Partners
Minnesota
$188K +$44K +200 +33%
GWMIA
2815
Global Wealth Management Investment Advisory
Florida
$179K +$19.4K +88 +13%
BC
2816
Barnett & Company
Tennessee
$178K
FA
2817
Financial Advantage
Maryland
$173K
FRA
2818
Front Row Advisors
California
$173K
RDFA
2819
Ritter Daniher Financial Advisory
Ohio
$173K +$164K +744 New
ONST
2820
Old North State Trust
North Carolina
$172K -$83.7K -380 -34%
SOAMC
2821
Spirit of America Management Corp
New York
$167K
AIM
2822
Arcadia Investment Management
Michigan
$165K
IHWM
2823
Iron Horse Wealth Management
Iowa
$163K +$155K +704 New
AC
2824
AlphaCore Capital
California
$159K
APWA
2825
Atlas Private Wealth Advisors
New Jersey
$158K +$3.96K +18 +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.