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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
FG
1201
Foster Group
Iowa
$3.65M +$3.52M +15,981 New
UH
1202
Unigestion Holding
Switzerland
$3.65M +$3.47M +15,736 New
CT
1203
Chicago Trust
Illinois
$3.65M -$3.74K -17 -0.1%
HBWM
1204
Hollow Brook Wealth Management
New York
$3.65M -$1.5M -6,806 -30%
BFC
1205
Blue Fin Capital
Rhode Island
$3.64M -$9.69K -44 -0.3%
BRWM
1206
B. Riley Wealth Management
Tennessee
$3.64M -$561K -2,547 -14%
SVWAG
1207
Sound View Wealth Advisors Group
Georgia
$3.63M -$51.3K -233 -1%
TPA
1208
Trivium Point Advisory
Connecticut
$3.63M -$2.12M -9,621 -38%
RDWM
1209
Red Door Wealth Management
Tennessee
$3.63M +$27.5K +125 +0.8%
PTC
1210
Private Trust Company
Ohio
$3.62M +$599K +2,719 +21%
KA
1211
Kovack Advisors
Florida
$3.6M +$1.42M +6,461 +71%
BCI
1212
Brinker Capital Investments
Pennsylvania
$3.58M -$6.26M -28,443 -65%
MC
1213
Martin & Co
Tennessee
$3.58M +$9.91K +45 +0.3%
PAI
1214
Pittenger & Anderson Inc
Nebraska
$3.55M -$295K -1,340 -8%
BA
1215
Birinyi Associates
Connecticut
$3.54M +$1.74M +7,900 +107%
CCA
1216
Checchi Capital Advisers
California
$3.52M +$193K +878 +6%
NC
1217
NovaPoint Capital
Georgia
$3.52M -$3.96K -18 -0.1%
RMCM
1218
Reynders McVeigh Capital Management
Massachusetts
$3.52M +$40.5K +184 +1%
MWM
1219
Meridian Wealth Management
Kentucky
$3.51M +$54.8K +249 +2%
HIM
1220
Harbour Investment Management
Washington
$3.5M -$18.7K -85 -0.6%
KFA
1221
Kelleher Financial Advisors
New York
$3.5M -$306K -1,388 -8%
RPSA
1222
Richard P. Slaughter Associates
Texas
$3.5M -$73.5K -334 -2%
WDA
1223
Wendell David Associates
New Hampshire
$3.49M -$11K -50 -0.3%
1SB
1224
1ST Source Bank
Indiana
$3.49M +$242K +1,100 +8%
QCMNJ
1225
Quantum Capital Management (New Jersey)
New Jersey
$3.49M +$49.5K +225 +2%

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.