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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
HCM
1851
Hodges Capital Management
Texas
$1.21M +$703K +3,193 +158%
FMN
1852
Financial Management Network
California
$1.21M +$1.13M +5,133 New
ICM
1853
IMS Capital Management
Oregon
$1.2M +$42.1K +191 +4%
PPG
1854
Peak Planning Group
Colorado
$1.2M +$33.7K +153 +3%
NL
1855
NVWM LLC
Pennsylvania
$1.2M +$45.4K +206 +4%
RPCA
1856
Running Point Capital Advisors
California
$1.2M +$1.14M +5,174 New
IAS
1857
IMA Advisory Services
Colorado
$1.2M -$116K -525 -9%
P
1858
&Partners
Tennessee
$1.2M +$60.3K +274 +6%
FC
1859
Farley Capital
New York
$1.19M +$22K +100 +2%
CIG
1860
Consolidated Investment Group
Colorado
$1.19M +$1.13M +5,149 New
TA
1861
Tectonic Advisors
Texas
$1.19M +$1.13M +5,144 New
CWMU
1862
Caliber Wealth Management (Utah)
Utah
$1.19M +$1.13M +5,147 New
CCM
1863
Carlson Capital Management
Minnesota
$1.19M -$9.25K -42 -0.8%
LWM
1864
Liberty Wealth Management
California
$1.19M +$99.1K +450 +10%
VFPI
1865
Vantage Financial Partners (Illinois)
Illinois
$1.18M +$132K +600 +13%
RIS
1866
Retirement Income Solutions
Michigan
$1.18M
FEG
1867
Financial Enhancement Group
Indiana
$1.18M +$476K +2,161 +74%
GC
1868
GFG Capital
Florida
$1.18M -$109K -493 -9%
RHJA
1869
Rice Hall James & Associates
California
$1.18M -$435K -1,975 -28%
GC
1870
Gilbert & Cook
Iowa
$1.18M -$220 -1 -0%
VCM
1871
Versant Capital Management
Arizona
$1.17M
WIA
1872
World Investment Advisors
California
$1.17M -$245K -1,111 -19%
ESB
1873
Essex Savings Bank
Connecticut
$1.17M -$82.4K -374 -7%
CCM
1874
Conway Capital Management
California
$1.16M +$1.1M +5,010 New
COLIM
1875
City of London Investment Management
United Kingdom
$1.16M +$77.1K +350 +8%

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.