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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
AC
1176
Annandale Capital
Texas
$3.86M +$3.66M +16,643 New
AC
1177
Abbrea Capital
California
$3.86M +$95.1K +432 +3%
WP
1178
WealthShield Partners
North Carolina
$3.85M +$1.42M +6,470 +64%
BCM
1179
Beddow Capital Management
Wyoming
$3.84M
PMFA
1180
Plante Moran Financial Advisors
Michigan
$3.83M -$96.4K -438 -3%
CT
1181
Cambridge Trust
Massachusetts
$3.83M +$1.98K +9 +0.1%
MRI
1182
Mad River Investors
Massachusetts
$3.81M -$66.1K -300 -2%
PP
1183
PDS Planning
Ohio
$3.81M +$942K +4,278 +35%
HWA
1184
HCR Wealth Advisors
California
$3.8M +$391K +1,774 +12%
PB
1185
Pinnacle Bancorp
Nebraska
$3.8M +$134K +608 +4%
LFAS
1186
Level Four Advisory Services
Texas
$3.8M -$455K -2,065 -11%
FC
1187
FORA Capital
Florida
$3.79M +$942K +4,279 +35%
SCM
1188
Symons Capital Management
Pennsylvania
$3.79M -$81.3K -369 -2%
FGP
1189
Foyston, Gordon, & Payne
Ontario, Canada
$3.79M
AF
1190
Alerus Financial
North Dakota
$3.78M -$687K -3,122 -16%
NP
1191
NorthRock Partners
Minnesota
$3.76M -$320K -1,453 -8%
LIM
1192
Leavell Investment Management
Alabama
$3.75M -$156K -710 -4%
WG
1193
Watchman Group
Texas
$3.72M -$50.4K -229 -1%
SBIA
1194
Sheaff Brock Investment Advisors
Indiana
$3.72M -$140K -638 -4%
CCM
1195
Compton Capital Management
Rhode Island
$3.71M -$88.1K -400 -2%
CFFP
1196
Center for Financial Planning
Michigan
$3.71M -$6.61K -30 -0.2%
IWM
1197
IHT Wealth Management
Illinois
$3.71M +$60.8K +276 +2%
APP
1198
Avantax Planning Partners
Iowa
$3.7M -$642K -2,915 -15%
LS
1199
Leelyn Smith
Illinois
$3.68M +$268K +1,219 +8%
III
1200
Independent Investors Inc
New York
$3.68M -$181K -820 -5%

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.