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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
MFW
1776
Meristem Family Wealth
Minnesota
$1.39M
PCG
1777
Private Capital Group
Connecticut
$1.39M -$117K -530 -8%
CS
1778
Comerica Securities
Michigan
$1.39M +$42.1K +191 +3%
PA
1779
Procyon Advisors
Connecticut
$1.39M -$64.7K -294 -5%
Holocene Advisors
1780
Holocene Advisors
New York
$1.39M -$16.5K -75 -1%
BFG
1781
Bouchey Financial Group
New York
$1.39M -$87.9K -399 -6%
W
1782
WealthStone
Ohio
$1.39M
BWM
1783
BigSur Wealth Management
Florida
$1.39M
MSFS
1784
Main Street Financial Solutions
Pennsylvania
$1.37M +$1.3M +5,918 New
HFG
1785
Heron Financial Group
New York
$1.37M
MA
1786
MCF Advisors
Kentucky
$1.37M +$661K +3,000 +104%
FMLI
1787
Fukoku Mutual Life Insurance
Japan
$1.36M -$44K -200 -3%
LWM
1788
Lyell Wealth Management
California
$1.36M +$54.6K +248 +4%
DCM
1789
Donaldson Capital Management
Indiana
$1.35M -$56.4K -256 -4%
SCM
1790
Sterneck Capital Management
Missouri
$1.35M -$2.64K -12 -0.2%
ACM
1791
AlphaCrest Capital Management
New York
$1.35M -$285K -1,292 -18%
SPC
1792
Stewart & Patten Company
California
$1.35M -$55.1K -250 -4%
SIAG
1793
Signet Investment Advisory Group
Rhode Island
$1.34M +$1.28M +5,802 New
APG
1794
Abacus Planning Group
South Carolina
$1.34M +$143K +651 +13%
DI
1795
DFPG Investments
Utah
$1.34M -$1.22M -5,563 -49%
MSA
1796
Marino Stram & Associates
Massachusetts
$1.34M +$49.5K +225 +4%
FF
1797
FourThought Financial
Florida
$1.34M +$1.27M +5,783 New
JAFL
1798
Jay A. Fishman Ltd
Michigan
$1.34M
AIA
1799
Arbor Investment Advisors
North Carolina
$1.33M +$173K +784 +16%
SL
1800
Stevard LLC
Illinois
$1.33M

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.