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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
GAMC
1101
Garner Asset Management Corp
Texas
$4.46M +$711K +3,231 +20%
MPM
1102
Meritage Portfolio Management
Kansas
$4.45M +$227K +1,031 +6%
CFG
1103
Cooper Financial Group
California
$4.45M +$132K +600 +3%
P
1104
Pitcairn
Pennsylvania
$4.45M +$4.62K +21 +0.1%
HA
1105
Heartland Advisors
Wisconsin
$4.42M -$8.47M -38,462 -67%
LSAG
1106
Lake Street Advisors Group
New Hampshire
$4.42M -$44.3K -201 -1%
MAFM
1107
Mid Atlantic Financial Management
Pennsylvania
$4.42M +$40.7K +185 +1%
PIM
1108
Perpetual Investment Management
Australia
$4.41M +$4.23M +19,198 New
FB
1109
Fulton Bank
Pennsylvania
$4.4M -$58.6K -266 -1%
LWM
1110
Laidlaw Wealth Management
New York
$4.39M +$1.88M +8,551 +82%
ETC
1111
Exchange Traded Concepts
Oklahoma
$4.37M +$2.07M +9,389 +99%
CCM
1112
Coldstream Capital Management
Washington
$4.34M +$1.8M +8,191 +78%
ACM
1113
AKRE Capital Management
Virginia
$4.32M
TIM
1114
Tortoise Investment Management
New York
$4.31M -$3.74K -17 -0.1%
WA
1115
WBH Advisory
Maryland
$4.3M +$9.91K +45 +0.2%
FHA
1116
First Horizon Advisors
Tennessee
$4.3M +$113K +511 +3%
TBA
1117
Tower Bridge Advisors
Pennsylvania
$4.3M -$132K -601 -3%
TFS
1118
TrustCore Financial Services
Tennessee
$4.3M +$209K +947 +5%
RWA
1119
Ropes Wealth Advisors
Massachusetts
$4.3M +$18.5K +84 +0.5%
IMRF
1120
Illinois Municipal Retirement Fund
Illinois
$4.3M +$2.05M +9,308 +101%
WIC
1121
Woodmont Investment Counsel
Tennessee
$4.27M +$372K +1,689 +10%
FHC
1122
First Heartland Consultants
Missouri
$4.26M -$26.6K -121 -0.7%
IWC
1123
Integrated Wealth Concepts
Massachusetts
$4.24M +$164K +743 +4%
DLA
1124
Douglas Lane & Associates
New York
$4.24M -$49.8K -226 -1%
APA
1125
American Portfolios Advisors
New York
$4.24M +$285K +1,296 +8%

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.