We are live on ! Find out more
BRK.B icon

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
EFS
1001
Essex Financial Services
Connecticut
$5.53M +$421K +1,914 +9%
CSS
1002
Cubist Systematic Strategies
Connecticut
$5.52M +$3.88M +17,603 +283%
TFA
1003
Trinity Financial Advisors
Ohio
$5.51M +$5.15M +23,396 New
AAMU
1004
AEGON Asset Management (UK)
United Kingdom
$5.47M
ZF
1005
Zhang Financial
Michigan
$5.47M +$60.6K +275 +1%
RWP
1006
RWA Wealth Partners
Massachusetts
$5.43M +$28.4K +129 +0.6%
FI
1007
Financial Insights
Washington
$5.4M -$102K -465 -2%
AF
1008
Arrow Financial
New York
$5.4M -$176K -797 -3%
VWA
1009
V Wealth Advisors
Kansas
$5.38M +$2.79M +12,671 +120%
WA
1010
Wealth Architects
California
$5.37M -$2.86K -13 -0.1%
NIA
1011
Northstar Investment Advisors
Colorado
$5.33M +$167K +758 +3%
ISB
1012
Iowa State Bank
Iowa
$5.32M -$925K -4,200 -15%
VPI
1013
Value Partners Investments
Manitoba, Canada
$5.29M
TC
1014
TownSquare Capital
Utah
$5.28M +$428K +1,944 +9%
FIB
1015
First Interstate Bank
Montana
$5.27M -$440 -2 -0%
ECM
1016
Evergreen Capital Management
Washington
$5.26M -$2.92M -13,275 -37%
CL
1017
Choreo LLC
Illinois
$5.25M +$151K +687 +3%
OPS
1018
Orion Portfolio Solutions
Nebraska
$5.25M -$343K -1,558 -6%
SC
1019
Skylands Capital
Wisconsin
$5.24M +$1.87M +8,500 +60%
HCM
1020
Harvey Capital Management
Florida
$5.24M -$130K -590 -3%
WEC
1021
Winslow Evans & Crocker
Massachusetts
$5.22M +$1.6M +7,286 +48%
LA
1022
LVW Advisors
New York
$5.22M +$218K +988 +5%
AWA
1023
ARS Wealth Advisors
Florida
$5.15M +$15.4K +70 +0.3%
SWM
1024
Salvus Wealth Management
New Jersey
$5.15M +$4.85M +22,003 New
GI
1025
Glovista Investments
New Jersey
$5.15M +$4.89M +22,195 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.