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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
MCA
1751
Magnolia Capital Advisors
Mississippi
$1.45M +$40.1K +182 +3%
S
1752
Seeyond
France
$1.45M +$56.4K +256 +4%
OWA
1753
Octavia Wealth Advisors
Ohio
$1.45M +$1.37M +6,243 New
BWM
1754
Bulltick Wealth Management
Florida
$1.44M +$1.37M +6,230 New
I2I
1755
Insight 2811 Inc
Illinois
$1.44M -$185K -839 -12%
SB
1756
Strategic Blueprint
Georgia
$1.44M +$174K +790 +15%
AAM
1757
Advisors Asset Management
Colorado
$1.43M +$37.4K +170 +3%
NB
1758
Nicolet Bankshares
Wisconsin
$1.43M -$65.8K -299 -5%
CC
1759
Capital Counsel
New York
$1.42M -$11K -50 -0.8%
MYIA
1760
Mount Yale Investment Advisors
Colorado
$1.42M -$100K -454 -7%
WC
1761
Winmill & Co
New York
$1.42M
GP
1762
Girard Partners
Pennsylvania
$1.42M -$174K -788 -11%
DCM
1763
Dimension Capital Management
Florida
$1.41M
PIM
1764
Penobscot Investment Management
Massachusetts
$1.41M -$14.5K -66 -1%
GA
1765
GoalVest Advisory
New York
$1.41M +$1.34M +6,088 New
AIM
1766
Avity Investment Management
Connecticut
$1.41M
UBG
1767
United Bank (Georgia)
Georgia
$1.41M -$53.1K -241 -4%
VCM
1768
Vision Capital Management
Oregon
$1.41M +$13.9K +63 +1%
IC
1769
Intersect Capital
California
$1.41M +$200K +909 +18%
JG
1770
Jefferies Group
New York
$1.41M -$356K -1,616 -21%
TCM
1771
Tufton Capital Management
Maryland
$1.41M -$9.91K -45 -0.7%
MECA
1772
Miller Equity Capital Advisors
Texas
$1.4M +$121K +550 +10%
BFO
1773
Biltmore Family Office
North Carolina
$1.4M +$356K +1,615 +36%
WA
1774
Wealth Alliance
New York
$1.4M -$158K -717 -11%
PTC
1775
Provident Trust Company
Wisconsin
$1.4M

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.