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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
PCA
2826
Providence Capital Advisors
North Carolina
$157K -$49.5K -225 -25%
FA
2827
Fortis Advisors
Pennsylvania
$156K +$16.3K +74 +12%
SIA
2828
Sit Investment Associates
Minnesota
$153K
FWC
2829
First Washington Corp
Washington
$151K
MIM
2830
Macroview Investment Management
Maryland
$151K
OIM
2831
Oder Investment Management
California
$150K +$142K +646 New
MFA
2832
McClarren Financial Advisors
Pennsylvania
$150K +$144K +652 New
KFS
2833
Kelly Financial Services
Massachusetts
$148K
IBOK
2834
Independence Bank of Kentucky
Kentucky
$143K
SIAG
2835
Safeguard Investment Advisory Group
California
$143K +$136K +618 New
ASBI
2836
American State Bank (Iowa)
Iowa
$142K +$135K +614 New
WIM
2837
Westside Investment Management
California
$139K -$2.2K -10 -0.5%
LD
2838
Lipe & Dalton
New York
$139K
AIG
2839
American International Group
New York
$137K -$7.55M -34,281 -5%
OSNBOA
2840
Old Second National Bank of Aurora
Illinois
$135K
RWG
2841
Regal Wealth Group
California
$135K +$3.52K +16 +3%
SGAM
2842
Smith Group Asset Management
Texas
$130K -$4.18K -19 -3%
FWM
2843
Filbrandt Wealth Management
Wisconsin
$128K +$11K +50 +10%
IA
2844
IFS Advisors
Kansas
$126K +$120K +545 New
CBT
2845
Central Bank & Trust
Kentucky
$125K -$2.2K -10 -2%
State Farm Mutual Automobile Insurance
2846
State Farm Mutual Automobile Insurance
Illinois
$125K
GCM
2847
Gables Capital Management
Florida
$122K -$64.1K -291 -36%
BWM
2848
Birchcreek Wealth Management
Ohio
$120K +$114K +518 New
WWM
2849
Wolff Wiese Magana
California
$117K +$111K +505 New
GC
2850
Grace Capital
Massachusetts
$116K

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.