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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
SA
1726
SL Advisors
New Jersey
$1.5M +$90.5K +411 +7%
HA
1727
HYA Advisors
Missouri
$1.5M -$22K -100 -2%
RT
1728
Rockland Trust
Massachusetts
$1.5M -$1.1K -5 -0.1%
EDRIA
1729
Edmonds Duncan Registered Investment Advisors
Kansas
$1.5M
1WM
1730
1900 Wealth Management
Texas
$1.5M +$1.42M +6,457 New
OC
1731
Oakworth Capital
Alabama
$1.5M -$41K -186 -3%
CBA
1732
Coastal Bridge Advisors
Connecticut
$1.5M +$33K +150 +2%
AA
1733
Alesco Advisors
New York
$1.5M +$271K +1,230 +24%
WI
1734
Wintrust Investments
Illinois
$1.49M -$352K -1,600 -16%
AT
1735
Arden Trust
Delaware
$1.49M -$113K -515 -7%
BWM
1736
Baystate Wealth Management
Massachusetts
$1.49M +$14.1K +64 +1%
SAM
1737
Steinberg Asset Management
New York
$1.49M
TAM
1738
Taurus Asset Management
New York
$1.49M -$1.18M -5,373 -46%
CWAG
1739
Compton Wealth Advisory Group
Virginia
$1.49M -$50.6K -230 -3%
VC
1740
Vestor Capital
Illinois
$1.49M -$9.91K -45 -0.7%
MWM
1741
Merriman Wealth Management
Washington
$1.48M +$108K +490 +8%
TAM
1742
Tealwood Asset Management
Minnesota
$1.47M -$73.8K -335 -5%
Credit Agricole
1743
Credit Agricole
France
$1.47M -$493K -2,241 -26%
TC
1744
Truvestments Capital
Florida
$1.47M +$51.5K +234 +4%
MFS
1745
Madrona Financial Services
Washington
$1.47M -$359K -1,632 -20%
HI
1746
Hudock Inc
Pennsylvania
$1.47M -$220 -1 -0%
EIA
1747
Eldridge Investment Advisors
New Hampshire
$1.46M -$22K -100 -2%
NB
1748
Northwest Bancshares
Pennsylvania
$1.46M
MLFP
1749
MPS Loria Financial Planners
Illinois
$1.46M +$33.3K +151 +2%
I
1750
INVST
Indiana
$1.46M +$309K +1,405 +29%

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.