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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
SW
1651
SteelPeak Wealth
California
$1.74M -$99.5K -452 -6%
HIC
1652
Holderness Investments Company
North Carolina
$1.74M -$66.5K -302 -4%
QCM
1653
Quest Capital Management
Texas
$1.73M -$30.6K -139 -2%
CIM
1654
CIM Investment Management
Pennsylvania
$1.73M -$124K -562 -7%
EWM
1655
Endurance Wealth Management
Rhode Island
$1.72M
AWP
1656
Abacus Wealth Partners
California
$1.72M +$1.63M +7,409 New
WCM
1657
Whitener Capital Management
North Carolina
$1.71M -$270K -1,225 -14%
HP
1658
Hikari Power
Japan
$1.71M
MMHP
1659
Murphy Middleton Hinkle & Parker
Georgia
$1.71M -$9.91K -45 -0.6%
CA
1660
Cortland Associates
Missouri
$1.71M -$33K -150 -2%
SAG
1661
Spotlight Asset Group
Illinois
$1.71M -$31.3K -142 -2%
BG
1662
Berry Group
Massachusetts
$1.71M +$220 +1 +0%
CTFG
1663
Capstone Triton Financial Group
Oklahoma
$1.7M +$1.62M +7,347 New
FAG
1664
Financial Advisory Group
Texas
$1.7M
PWPS
1665
Pinnacle Wealth Planning Services
Ohio
$1.7M +$58.8K +267 +4%
SCA
1666
Sippican Capital Advisors
Massachusetts
$1.7M -$456K -2,070 -22%
CC
1667
Courier Capital
New York
$1.7M +$220K +999 +16%
TI
1668
Truepoint Inc
Ohio
$1.7M +$1.61M +7,310 New
RPC
1669
Rossmore Private Capital
Connecticut
$1.69M -$60.6K -275 -4%
LCP
1670
Legacy Capital Partners
Wisconsin
$1.69M -$291K -1,320 -15%
EGA
1671
E&G Advisors
Texas
$1.67M
MFW
1672
Mosaic Family Wealth
Missouri
$1.67M +$33K +150 +2%
SFSIG
1673
San Francisco Sentry Investment Group
California
$1.66M -$6.61K -30 -0.4%
GCM
1674
Galibier Capital Management
Ontario, Canada
$1.66M +$77.1K +350 +5%
VCM
1675
Vivaldi Capital Management
Illinois
$1.66M +$79.9K +363 +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.