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Berkshire Hathaway Class B

2,939 hedge funds and large institutions have $209B invested in Berkshire Hathaway Class B in 2020 Q4 according to their latest regulatory filings, with 388 funds opening new positions, 977 increasing their positions, 1,199 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

432% more first-time investments, than exits

New positions opened: 388 | 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: 2,6642,939 (+275)

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
2,939
Holders Change
+275
Holders Change %
+10.32%
% of All Funds
52%
Holding in Top 10
439
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.23%
% of All Funds
7.77%
New
388
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
MJP
1701
Michael J. Puzo
$1.57M -$121K -550 -8%
GWM
1702
Greenwich Wealth Management
Connecticut
$1.56M -$37.7K -171 -2%
Kayne Anderson Rudnick Investment Management
1703
Kayne Anderson Rudnick Investment Management
California
$1.56M +$87K +395 +6%
ICM
1704
Islay Capital Management
Texas
$1.56M -$103K -467 -7%
WAG
1705
Winthrop Advisory Group
Massachusetts
$1.56M
BWCS
1706
Beirne Wealth Consulting Services
Connecticut
$1.55M -$4.4K -20 -0.3%
SCM
1707
Spreng Capital Management
Ohio
$1.55M -$128K -580 -8%
LNWTC
1708
Laird Norton Wetherby Trust Company
Washington
$1.55M +$1.47M +6,685 New
LBC
1709
Lowe Brockenbrough & Co
Virginia
$1.55M +$1.76K +8 +0.1%
EA
1710
Ellsworth Advisors
Ohio
$1.54M +$147K +668 +11%
TW
1711
Transform Wealth
Colorado
$1.54M -$1.5M -6,826 -51%
VCAM
1712
Van Cleef Asset Management
Ohio
$1.54M
FCA
1713
FLC Capital Advisors
California
$1.54M +$352K +1,600 +32%
SG
1714
StoneX Group
New York
$1.54M +$401K +1,822 +38%
HCM
1715
Hall Capital Management
Rhode Island
$1.53M -$22K -100 -1%
WA
1716
Waverly Advisors
Alabama
$1.53M +$63.9K +290 +5%
KAH
1717
Kathryn A. Hall
$1.53M -$75.8K -344 -5%
GWAG
1718
Garrett Wealth Advisory Group
Texas
$1.53M -$30.4K -138 -2%
BOTW
1719
Bank of the West
California
$1.52M -$161K -730 -10%
BSB
1720
Bangor Savings Bank
Maine
$1.52M -$48.7K -221 -3%
HBT
1721
Heartland Bank & Trust
Illinois
$1.52M +$1.44M +6,557 New
AWA
1722
Artemis Wealth Advisors
New York
$1.52M
DPIM
1723
Duff & Phelps Investment Management
Illinois
$1.52M +$26.4K +120 +2%
BMCM
1724
Bryn Mawr Capital Management
Pennsylvania
$1.51M -$122K -555 -8%
PFGIA
1725
Patriot Financial Group Insurance Agency
Massachusetts
$1.51M +$938K +4,258 +190%

BRK.B Hedge Fund Activity: Q4 2020 in Review

2,939 of the 5,652 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: 388 funds opened new BRK.B positions and 73 closed out — a net gain of 315 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.

  • 2,939 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.
  • 388 funds opened new Berkshire Hathaway Class B positions in Q4 2020 and 73 closed out, a net change of +315 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.