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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
RPWA
1551
Regent Peak Wealth Advisors
Georgia
$2.03M -$65.8K -299 -3%
QFA
1552
Quattro Financial Advisors
Texas
$2.03M -$19.2K -87 -1%
NCM
1553
Next Capital Management
New York
$2.02M -$468K -2,127 -20%
RFA
1554
Reilly Financial Advisors
California
$2.01M -$15.9K -72 -0.8%
QI
1555
Qtron Investments
Massachusetts
$2.01M +$331K +1,504 +21%
IDA
1556
Intelligence Driven Advisers
California
$2.01M +$113K +511 +6%
WWM
1557
Windsor Wealth Management
Indiana
$2.01M +$57K +259 +3%
CCC
1558
Crescent Capital Consulting
Louisiana
$2.01M +$1.9M +8,648 New
PC
1559
Prairiewood Capital
North Dakota
$2M +$1.9M +8,628 New
AIIMS
1560
Analyst IMS Investment Management Services
Israel
$2M -$268K -1,216 -12%
TLCM
1561
Twin Lakes Capital Management
California
$2M +$1.9M +8,608 New
WA1
1562
Wimmer Associates 1
California
$1.99M -$484K -2,200 -20%
TNB
1563
TCF National Bank
South Dakota
$1.99M +$8.81K +40 +0.5%
MCCP
1564
Mission Creek Capital Partners
California
$1.99M +$166K +756 +10%
AFP
1565
Ausdal Financial Partners
Iowa
$1.98M +$274K +1,244 +17%
SIC
1566
Schwartz Investment Counsel
Michigan
$1.97M -$88.1K -400 -4%
GWSG
1567
GPS Wealth Strategies Group
Colorado
$1.97M -$60.6K -275 -3%
SCM
1568
SOL Capital Management
Maryland
$1.97M -$8.81K -40 -0.5%
HBCM
1569
Heron Bay Capital Management
Michigan
$1.97M +$1.87M +8,475 New
PP
1570
Professional Planning
California
$1.97M +$1.87M +8,476 New
TFM
1571
TFC Financial Management
Massachusetts
$1.96M -$51.7K -235 -3%
SIA
1572
Soltis Investment Advisors
Utah
$1.96M +$241K +1,093 +15%
AC
1573
Apella Capital
Connecticut
$1.96M +$23.6K +107 +1%
FPCG
1574
Fort Pitt Capital Group
Pennsylvania
$1.96M -$4.84K -22 -0.3%
GFS
1575
GYL Financial Synergies
Connecticut
$1.95M +$313K +1,422 +20%

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.