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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
FNBSF
1401
First National Bank Sioux Falls
South Dakota
$2.62M +$403K +1,832 +19%
MF
1402
Manchester Financial
California
$2.62M -$65.4K -297 -3%
FLPIM
1403
F.L. Putnam Investment Management
Massachusetts
$2.62M -$25.3K -115 -1%
JAG
1404
Journey Advisory Group
Kentucky
$2.62M +$2.49M +11,291 New
RCG
1405
Rock Creek Group
District of Columbia
$2.61M -$587K -2,664 -19%
CAG
1406
Curtis Advisory Group
California
$2.6M -$23.1K -105 -0.9%
BW
1407
Bison Wealth
Georgia
$2.6M +$109K +494 +5%
EWM
1408
Empirical Wealth Management
Washington
$2.6M +$171K +775 +7%
AFA
1409
Abacus FCF Advisors
Florida
$2.59M -$235K -1,065 -9%
CI
1410
CX Institutional
Indiana
$2.59M +$2.21M +10,026 +889%
MCM
1411
Marathon Capital Management
Maryland
$2.58M -$29.5K -134 -1%
WIA
1412
Wealthstreet Investment Advisors
Texas
$2.58M +$44K +200 +2%
FC
1413
Forte Capital
New York
$2.57M
CWS
1414
Cypress Wealth Services
California
$2.57M +$2.44M +11,080 New
BA
1415
Bellwether Advisors
Nebraska
$2.57M +$2.44M +11,073 New
ATPW
1416
Ashton Thomas Private Wealth
Arizona
$2.56M +$236K +1,072 +11%
AOWM
1417
Alpha Omega Wealth Management
Virginia
$2.56M -$490K -2,224 -17%
GA
1418
Greytown Advisors
Florida
$2.56M +$1.06M +4,818 +77%
FDS
1419
Freedom Day Solutions
Texas
$2.56M -$75.1K -341 -3%
BM
1420
Bislett Management
California
$2.55M
MFG
1421
Magnus Financial Group
New York
$2.55M +$329K +1,495 +16%
PWA
1422
Phoenix Wealth Advisors
North Carolina
$2.54M +$2.42M +10,968 New
BIM
1423
Barton Investment Management
Pennsylvania
$2.54M -$8.81K -40 -0.4%
IFG
1424
Independent Financial Group
California
$2.54M +$50.2K +228 +2%
SAM
1425
Soditic Asset Management
United Kingdom
$2.53M +$2.4M +10,920 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.