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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
LIG
1376
Lokken Investment Group
Delaware
$2.73M +$2.6M +11,786 New
TSS
1377
Thomas Story & Son
Indiana
$2.73M +$84.8K +385 +3%
EW
1378
Evoke Wealth
California
$2.73M -$762K -3,462 -23%
NAS
1379
Nicolet Advisory Services
Wisconsin
$2.73M -$13.2K -60 -0.5%
WC
1380
Weil Company
California
$2.73M +$115K +521 +5%
DIA
1381
Dana Investment Advisors
Wisconsin
$2.72M -$366K -1,662 -12%
SMA
1382
Sage Mountain Advisors
Georgia
$2.71M +$2.57M +11,686 New
BI
1383
Bramshill Investments
Florida
$2.71M
IIC
1384
Integrated Investment Consultants
Michigan
$2.71M +$3.74K +17 +0.1%
CIA
1385
CSat Investment Advisory
Michigan
$2.7M -$3.97M -18,025 -61%
GBBWRPM
1386
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$2.69M -$393K -1,786 -13%
TCM
1387
Traynor Capital Management
Pennsylvania
$2.68M -$659K -2,994 -21%
TCWA
1388
Ten Capital Wealth Advisors
Washington
$2.68M +$12.1K +55 +0.5%
MSR
1389
Main Street Research
Connecticut
$2.68M +$517K +2,346 +25%
GSEP
1390
Golden State Equity Partners
California
$2.67M +$2.54M +11,525 New
MYLI
1391
Meiji Yasuda Life Insurance
Japan
$2.67M -$585K -2,656 -19%
CH
1392
Canton Hathaway
Rhode Island
$2.67M +$232K +1,055 +10%
RCA
1393
Rowland Carmichael Advisors
Arizona
$2.66M +$11.2K +51 +0.4%
PP
1394
Pegasus Partners
Wisconsin
$2.64M +$30.4K +138 +1%
DHFB
1395
Dixon Hubard Feinour & Brown
Virginia
$2.64M
TIA
1396
Tiemann Investment Advisors
California
$2.63M -$11K -50 -0.4%
LIM
1397
Lathrop Investment Management
Arkansas
$2.63M +$2.2K +10 +0.1%
CCM
1398
Condor Capital Management
New Jersey
$2.63M -$5.5K -25 -0.2%
OIM
1399
Orca Investment Management
Oregon
$2.63M +$2.5M +11,335 New
Marshall Wace
1400
Marshall Wace
United Kingdom
$2.62M -$596K -2,707 -19%

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.