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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
IFA
2901
Interactive Financial Advisors
Illinois
$35K +$33K +150 New
SC
2902
Sawyer & Company
Massachusetts
$32K
AI
2903
ArchPoint Investors
Florida
$29K
BCMIO
2904
Beacon Capital Management Inc (Ohio)
Ohio
$29K
JWBC
2905
John W. Brooker & Co
California
$29K
SSWG
2906
Seven Springs Wealth Group
Tennessee
$29K
NOI
2907
Newton One Investments
Delaware
$27K +$25.8K +117 New
BCM
2908
Birch Capital Management
Texas
$23K
HI
2909
Hoey Investments
Pennsylvania
$23K
ADIM
2910
Alpha DNA Investment Management
Maryland
$23K +$22K +100 New
BCA
2911
Bray Capital Advisors
Florida
$22K
SIM
2912
Seaview Investment Managers
Florida
$22K
MS
2913
Mizuho Securities
Japan
$20K +$19.2K +87 New
EIM
2914
Essex Investment Management
Massachusetts
$18K
FWM
2915
FSA Wealth Management
Massachusetts
$18K +$17K +77 New
FWM
2916
ForthRight Wealth Management
Georgia
$16K +$15.4K +70 New
MWC
2917
MBM Wealth Consultants
Missouri
$12K
MG
2918
MilWealth Group
Wisconsin
$11.6K
SWM
2919
Strategic Wealth Management
Washington
$11K -$4.4K -20 -30%
FP
2920
Fiduciary Planning
Florida
$10K -$11.5K -52 -55%
JIR
2921
James Investment Research
Ohio
$9K
MFM
2922
MD Financial Management
Ontario, Canada
$7K +$6.39K +29 New
GFPC
2923
Global Financial Private Client
Florida
$5.57K +$5.29K +24 New
TCM
2924
TD Capital Management
Tennessee
$5K
FPW
2925
Flagship Private Wealth
Massachusetts
$4.55K +$4.4K +20 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.