We are live on ! Find out more
BRK.B icon

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
RIM
1826
Redwood Investment Management
Arizona
$1.26M +$630K +2,863 +111%
AFG
1827
Arkansas Financial Group
Arkansas
$1.26M +$5.95K +27 +0.5%
EAM
1828
Erste Asset Management
Austria
$1.26M +$1.1M +4,975 +981%
B
1829
Barings
North Carolina
$1.26M -$8.42M -38,216 -88%
VR
1830
Viridian RIA
Washington
$1.26M -$63.9K -290 -5%
BFS
1831
Baskin Financial Services
Ontario, Canada
$1.26M +$4.84K +22 +0.4%
VDI
1832
Vaughan David Investments
Illinois
$1.25M -$112K -509 -9%
CPO
1833
Cerity Partners OCIO
New York
$1.25M +$33.5K +152 +3%
CNC
1834
Canandaigua National Corp
New York
$1.25M +$4.62K +21 +0.4%
HRC
1835
Hoertkorn Richard Charles
$1.25M
NGA
1836
Naples Global Advisors
Florida
$1.24M -$28.6K -130 -2%
LP
1837
LGL Partners
Pennsylvania
$1.24M +$2.2K +10 +0.2%
CIP
1838
Convergence Investment Partners
Florida
$1.24M +$22.2K +101 +2%
KFS
1839
Kurt F. Somerville
$1.24M -$44K -200 -4%
AC
1840
Avestar Capital
New York
$1.23M -$231K -1,050 -16%
GCA
1841
Gradient Capital Advisors
California
$1.23M -$77.7K -353 -6%
CIA
1842
Compass Ion Advisors
Pennsylvania
$1.23M +$42.9K +195 +4%
WCG
1843
Weaver Consulting Group
California
$1.23M -$2.86K -13 -0.2%
AWS
1844
AJ Wealth Strategies
New York
$1.23M +$220 +1 +0%
WSC
1845
Wellington Shields & Co
New York
$1.23M +$22K +100 +2%
DL
1846
DOHJ LLC
Washington
$1.22M -$99.3K -451 -8%
PFA
1847
Pure Financial Advisors
California
$1.22M +$22.7K +103 +2%
MFG
1848
MidWestOne Financial Group
Iowa
$1.22M -$4.84K -22 -0.4%
AB
1849
Atlas Brown
Kentucky
$1.22M +$4.4K +20 +0.4%
QPWM
1850
Quadrant Private Wealth Management
Pennsylvania
$1.22M +$29.5K +134 +3%

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.