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
CWM
1026
Chronos Wealth Management
Florida
$5.13M -$160K -727 -3%
MIP
1027
Marietta Investment Partners
Wisconsin
$5.11M
SNBOSCI
1028
Security National Bank of Sioux City Iowa
Iowa
$5.11M -$273K -1,241 -5%
IEFM
1029
IQ EQ Fund Management
Ireland
$5.11M -$266K -1,210 -5%
GT
1030
Glenview Trust
Kentucky
$5.11M -$153K -696 -3%
BA
1031
Bristlecone Advisors
Washington
$5.08M +$105K +477 +2%
RHFI
1032
Reilly Herbert Faulkner III
$5.07M +$188K +855 +4%
TCA
1033
Transcend Capital Advisors
New Jersey
$5.06M -$319K -1,449 -6%
PJSIMP
1034
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.06M -$469K -2,128 -9%
RAM
1035
Redmond Asset Management
Virginia
$5.04M -$64.5K -293 -1%
PWP
1036
Principle Wealth Partners
Connecticut
$5.01M +$1.75M +7,945 +58%
CA
1037
Cambridge Advisors
Nebraska
$5M -$64.1K -291 -1%
HIMC
1038
Heritage Investors Management Corp
Maryland
$4.99M -$234K -1,062 -5%
BP
1039
Ballentine Partners
Massachusetts
$4.99M -$3.52K -16 -0.1%
TCOO
1040
Trust Company of Oklahoma
Oklahoma
$4.96M -$424K -1,925 -8%
AC
1041
Alley Company
Illinois
$4.95M +$121K +550 +3%
MHS
1042
M Holdings Securities
Oregon
$4.94M +$1.48M +6,719 +46%
CHP
1043
Cable Hill Partners
Oregon
$4.92M -$1.49M -6,779 -24%
DLCIG
1044
D.L. Carlson Investment Group
New Hampshire
$4.92M +$1.39M +6,320 +42%
MOS
1045
MGO One Seven
Ohio
$4.91M +$65.8K +299 +1%
DWP
1046
Destiny Wealth Partners
Florida
$4.9M +$4.65M +21,131 New
CIC
1047
Crawford Investment Counsel
Georgia
$4.89M -$89.4K -406 -2%
ST
1048
Sageworth Trust
Pennsylvania
$4.88M -$5.94M -26,985 -56%
LSWM
1049
Lorne Steinberg Wealth Management
Canada
$4.88M +$4.62M +20,963 New
CWM
1050
Circle Wealth Management
New Jersey
$4.85M +$149K +677 +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.