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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
CWM
1626
Connecticut Wealth Management
Connecticut
$1.8M +$1.1M +4,974 +178%
SCA
1627
Snowden Capital Advisors
New York
$1.8M +$444K +2,017 +35%
ACM
1628
Ashford Capital Management
Delaware
$1.79M +$17.2K +78 +1%
PCMC
1629
Private Capital Management (Colorado)
Colorado
$1.79M -$661 -3 -0%
NAM
1630
NTV Asset Management
West Virginia
$1.79M +$38.5K +175 +2%
NERM
1631
New England Research & Management
Illinois
$1.79M
GC
1632
Garde Capital
Washington
$1.78M -$3.74K -17 -0.2%
AIS
1633
American Investment Services
Massachusetts
$1.78M -$220K -1,000 -12%
CT
1634
Clearstead Trust
Maine
$1.78M +$761K +3,458 +81%
SFG
1635
SNS Financial Group
Minnesota
$1.77M -$40.3K -183 -2%
GEA
1636
Glen Eagle Advisors
New Jersey
$1.77M +$6.61K +30 +0.4%
BWP
1637
Baldwin Wealth Partners
Massachusetts
$1.76M -$48.4K -220 -3%
PJB
1638
Paul John Balson
California
$1.76M +$163K +740 +11%
SRAM
1639
Spouting Rock Asset Management
Pennsylvania
$1.76M +$371K +1,687 +29%
MCM
1640
Magnolia Capital Management
New York
$1.76M
CCM
1641
Consolidated Capital Management
California
$1.76M -$6.87M -31,213 -80%
KA
1642
Klingman & Associates
New York
$1.76M +$20.5K +93 +1%
FTDI
1643
First Trust Direct Indexing
Massachusetts
$1.76M +$1.67M +7,580 New
1W
1644
1776 Wealth
Georgia
$1.76M
CCG
1645
Cypress Capital Group
Florida
$1.75M -$24.7K -112 -1%
EH
1646
Employers Holdings
Nevada
$1.75M
FAM
1647
Formidable Asset Management
Ohio
$1.75M -$4.62K -21 -0.3%
BF
1648
Blankinship & Foster
California
$1.75M -$22.2K -101 -1%
BZWA
1649
Blue Zone Wealth Advisors
California
$1.75M +$51.5K +234 +3%
GRP
1650
Global Retirement Partners
California
$1.74M -$142K -643 -8%

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.