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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
PIA
1351
Perennial Investment Advisors
California
$2.88M -$8.81K -40 -0.3%
CIC
1352
Chilton Investment Company
Connecticut
$2.87M -$60.8K -276 -2%
DWT
1353
Dorsey & Whitney Trust
South Dakota
$2.87M +$21.1K +96 +0.8%
GWCM
1354
Godshalk Welsh Capital Management
Pennsylvania
$2.85M +$34.1K +155 +1%
WTB
1355
Washington Trust Bank
Washington
$2.84M +$66.1K +300 +3%
EVM
1356
Evelyn V. Moreno
$2.83M -$380K -1,725 -12%
PFS
1357
Prospera Financial Services
Texas
$2.83M +$2.55M +11,576 +1,792%
HCA
1358
Horan Capital Advisors
Ohio
$2.83M +$156K +707 +6%
CAM
1359
Costello Asset Management
Pennsylvania
$2.82M -$54K -245 -2%
RR
1360
Robotti Robert
$2.82M +$9.25K +42 +0.3%
KF
1361
Krilogy Financial
Missouri
$2.81M +$45.1K +205 +2%
RCA
1362
Resonant Capital Advisors
Wisconsin
$2.81M +$179K +815 +7%
AWA
1363
Arkadios Wealth Advisors
Georgia
$2.8M +$1.15M +5,219 +76%
VPIM
1364
Vanguard Personalized Indexing Management
California
$2.8M +$131K +595 +5%
OPA
1365
Old Port Advisors
Maine
$2.8M +$138K +628 +5%
GFP
1366
Gryphon Financial Partners
Ohio
$2.79M -$41K -186 -2%
AIA
1367
AIMZ Investment Advisors
California
$2.79M -$44K -200 -2%
MCM
1368
Mengis Capital Management
Oregon
$2.79M +$324K +1,470 +19%
BCM
1369
Blume Capital Management
California
$2.78M +$41K +186 +2%
PG
1370
Patten Group
Tennessee
$2.77M
TC
1371
Trust Company
Kansas
$2.77M -$815K -3,700 -24%
CASB
1372
Cape Ann Savings Bank
Massachusetts
$2.77M +$2.63M +11,938 New
IP
1373
Intellectus Partners
California
$2.74M +$220K +1,000 +9%
SAM
1374
Security Asset Management
New York
$2.74M +$881K +4,002 +51%
IWP
1375
Icon Wealth Partners
Texas
$2.73M +$921K +4,184 +55%

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.