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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
IA
1126
IFG Advisory
Georgia
$4.23M +$50.6K +230 +1%
BS
1127
Banco Santander
Spain
$4.22M -$5.16M -23,413 -56%
AF
1128
Aldebaran Financial
$4.21M -$154K -700 -4%
CGL
1129
Clarius Group LLC
Washington
$4.21M +$363K +1,648 +10%
BC
1130
Blackhill Capital
New Jersey
$4.2M
MWA
1131
Moser Wealth Advisors
Washington
$4.2M -$8.81K -40 -0.2%
SWA
1132
Stratos Wealth Advisors
Ohio
$4.19M +$309K +1,401 +8%
LWANC
1133
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.19M +$1.92M +8,739 +94%
IAN
1134
Integrated Advisors Network
Texas
$4.19M +$2.42K +11 +0.1%
BIM
1135
Baldwin Investment Management
Pennsylvania
$4.17M +$57.5K +261 +1%
Financial Engines Advisors
1136
Financial Engines Advisors
California
$4.17M -$379K -1,722 -9%
NHC
1137
Nicholas Hoffman & Company
Georgia
$4.17M +$72.2K +328 +2%
HPWM
1138
Highland Private Wealth Management
Washington
$4.17M -$604K -2,745 -13%
CCM
1139
Corsair Capital Management
New York
$4.16M -$71.6K -325 -2%
BPC
1140
Banque Pictet & Cie
Switzerland
$4.16M +$1.49M +6,750 +60%
HW
1141
Hedeker Wealth
Illinois
$4.14M +$322K +1,464 +9%
BCA
1142
Berman Capital Advisors
Georgia
$4.12M +$9.47K +43 +0.2%
GWS
1143
Glassman Wealth Services
Virginia
$4.11M +$94.2K +428 +2%
SACTSONJ
1144
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$4.1M
WPP
1145
Whalerock Point Partners
Rhode Island
$4.1M +$3.05M +13,860 +364%
BPM
1146
Bowling Portfolio Management
Ohio
$4.09M -$204K -925 -5%
FWSM
1147
First Wilshire Securities Management
California
$4.09M +$407K +1,850 +12%
HCP
1148
Holt Capital Partners
Texas
$4.09M +$120K +547 +3%
PK
1149
Pflug Koory
Nebraska
$4.08M +$22K +100 +0.6%
NWM
1150
Northwest Wealth Management
Iowa
$4.07M +$1.98M +8,990 +105%

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.