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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
AA
1576
Aufman Associates
Pennsylvania
$1.94M -$33K -150 -2%
JIP
1577
Jaffetilchin Investment Partners
Florida
$1.94M +$1.04M +4,717 +130%
SIAP
1578
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.93M -$57.3K -260 -3%
MG
1579
Mather Group
Illinois
$1.93M +$17.8K +81 +1%
NA
1580
Nottingham Advisors
New York
$1.92M +$326K +1,482 +22%
BBNA
1581
Bremer Bank National Association
Minnesota
$1.91M -$47.3K -215 -3%
PIMG
1582
Patriot Investment Management Group
Tennessee
$1.91M -$2.78M -12,640 -61%
TMAM
1583
Tokio Marine Asset Management
Japan
$1.91M +$131K +594 +8%
VNA
1584
Valley National Advisers
Pennsylvania
$1.91M -$661 -3 -0%
CFS
1585
CRA Financial Services
New Jersey
$1.91M -$39.4K -179 -2%
IIM
1586
InTrack Investment Management
Vermont
$1.9M +$1.81M +8,210 New
ACS
1587
Archford Capital Strategies
Illinois
$1.9M +$62.1K +282 +4%
CFG
1588
Citizens Financial Group
Rhode Island
$1.9M -$173K -784 -9%
BOS
1589
Bingham Osborn & Scarborough
California
$1.89M -$2.45M -11,122 -58%
IRAG
1590
Investment Research & Advisory Group
Georgia
$1.89M +$61K +277 +4%
FWP
1591
FAS Wealth Partners
Kansas
$1.89M +$11.7K +53 +0.7%
AAM
1592
Aureus Asset Management
Massachusetts
$1.89M -$375K -1,702 -17%
AMM
1593
American Money Management
California
$1.89M -$33K -150 -2%
HA
1594
Harfst & Associates
Wyoming
$1.89M +$12.8K +58 +0.7%
OIA
1595
Optimum Investment Advisors
Illinois
$1.88M +$130K +590 +8%
OHIS
1596
Oak Harvest Investment Services
Texas
$1.88M +$1.79M +8,110 New
HWMG
1597
Hurlow Wealth Management Group
Indiana
$1.88M -$73.1K -332 -4%
DTIM
1598
Danda Trouve Investment Management
Kansas
$1.87M +$178K +810 +11%
ROTUOC
1599
Regents of the University of California
California
$1.86M
PFBT
1600
Parkside Financial Bank & Trust
Missouri
$1.86M +$86.5K +393 +5%

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.