We are live on ! Find out more
BRK.B icon

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
BBP
1476
Banco BTG Pactual
Brazil
$2.32M
JAMH
1477
Junson Asset Management (HK)
Hong Kong
$2.32M +$2.2M +10,000 New
FNC
1478
First National Corp
Massachusetts
$2.32M -$81.9K -372 -4%
BSA
1479
Bull Street Advisors
Georgia
$2.3M +$5.72K +26 +0.3%
TSWM
1480
Triangle Securities Wealth Management
North Carolina
$2.3M -$5.5K -25 -0.3%
LRPA
1481
L. Roy Papp & Associates
Arizona
$2.3M +$34.4K +156 +2%
AFIA
1482
America First Investment Advisors
Nebraska
$2.29M -$14.3K -65 -0.7%
AWE
1483
Avidian Wealth Enterprises
Texas
$2.29M +$791K +3,593 +57%
AA
1484
Apriem Advisors
California
$2.27M -$379K -1,721 -15%
FWM
1485
Fairhaven Wealth Management
Illinois
$2.26M +$169K +768 +9%
VWA
1486
Visionary Wealth Advisors
Illinois
$2.26M +$2.15M +9,757 New
CA
1487
Capital Advantage
California
$2.26M -$222K -1,010 -9%
LA
1488
Latitude Advisors
Florida
$2.26M +$2.15M +9,741 New
GSWM
1489
Golden State Wealth Management
California
$2.25M -$58.6K -266 -3%
EWM
1490
Evermay Wealth Management
Virginia
$2.24M -$119K -540 -5%
GI
1491
GS Investments
Minnesota
$2.24M +$2.13M +9,658 New
V
1492
VeraBank
Texas
$2.23M -$71.8K -326 -3%
MFG
1493
Merit Financial Group
Georgia
$2.23M +$80.6K +366 +4%
AMC
1494
Asset Management Corp
Illinois
$2.22M
EP
1495
EPIQ Partners
Minnesota
$2.22M +$154K +700 +8%
CA
1496
Corrado Advisors
New Jersey
$2.22M -$5.5K -25 -0.5%
QCG
1497
Quadrant Capital Group
Ohio
$2.22M +$41.2K +187 +2%
CPWM
1498
Cardinal Point Wealth Management
California
$2.21M +$2.1M +9,541 New
IFWM
1499
Institute for Wealth Management
Colorado
$2.21M +$443K +2,011 +27%
MAM
1500
Meeder Asset Management
Ohio
$2.21M -$19.6M -88,918 -90%

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.