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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
Dodge & Cox
1326
Dodge & Cox
California
$2.97M
AUB
1327
Atlantic Union Bankshares
Virginia
$2.97M -$18.7K -85 -0.7%
OWP
1328
Old Well Partners
North Carolina
$2.97M -$936K -4,250 -25%
HC
1329
Hourglass Capital
Texas
$2.96M -$178K -810 -6%
BCM
1330
Brookstone Capital Management
Illinois
$2.95M -$57.9K -263 -2%
FCB
1331
First Command Bank
Texas
$2.95M +$180K +817 +7%
FCFS
1332
First Command Financial Services
Texas
$2.95M +$180K +817 +7%
FFC
1333
Fure Financial Corporation
Minnesota
$2.95M +$288K +1,310 +11%
OKSA
1334
O'Keefe Stevens Advisory
New York
$2.95M -$4.4K -20 -0.2%
OAMG
1335
Odey Asset Management Group
United Kingdom
$2.94M -$1.92M -8,700 -41%
RA
1336
RFG Advisory
Alabama
$2.94M +$133K +606 +5%
DIA
1337
Dean Investment Associates
Ohio
$2.93M -$108K -491 -4%
CSPIA
1338
Cary Street Partners Investment Advisory
Virginia
$2.92M +$1.28M +5,813 +85%
GAM
1339
Grandview Asset Management
Pennsylvania
$2.92M +$13.4K +61 +0.5%
TWM
1340
Tradition Wealth Management
Minnesota
$2.92M +$2.77M +12,581 New
CNFG
1341
Creegan & Nassoura Financial Group
New Hampshire
$2.91M -$4.84K -22 -0.2%
SA
1342
SRH Advisors
Kansas
$2.9M -$110K -500 -4%
OC
1343
Oarsman Capital
Wisconsin
$2.9M -$95.8K -435 -3%
PL
1344
Plancorp LLC
Missouri
$2.9M +$114K +516 +4%
BIAS
1345
Beacon Investment Advisory Services
New Jersey
$2.89M -$118K -536 -4%
AW
1346
ACG Wealth
Georgia
$2.89M -$701K -3,183 -20%
TA
1347
Tiedemann Advisors
New York
$2.89M -$414K -1,881 -13%
RFWA
1348
RPg Family Wealth Advisory
Massachusetts
$2.89M +$160K +728 +6%
BFA
1349
Bragg Financial Advisors
North Carolina
$2.89M -$16.1K -73 -0.6%
HNW
1350
High Note Wealth
Minnesota
$2.89M +$2.74M +12,452 New

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.