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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
SIC
1876
SFE Investment Counsel
California
$1.16M -$101K -459 -8%
MAM
1877
McLean Asset Management
Virginia
$1.15M +$1.1M +4,977 New
LJAC
1878
L.J. Altfest & Co
New York
$1.15M
LJHT
1879
Laurie J. Hall Trustee
$1.15M
EFSCE
1880
Enterprise Financial Services Corp (EFSC)
Missouri
$1.15M +$107K +486 +11%
CST
1881
Charles Schwab Trust
Nevada
$1.15M +$319K +1,448 +41%
MWM
1882
Mattern Wealth Management
Kansas
$1.14M +$31.3K +142 +3%
HBT
1883
Hills Bank & Trust
Iowa
$1.14M -$24.9K -113 -2%
ECM
1884
Estabrook Capital Management
New York
$1.14M -$66.1K -300 -6%
HL
1885
HeadInvest LLC
Maine
$1.14M +$18.7K +85 +2%
BWP
1886
Bernardo Wealth Planning
Pennsylvania
$1.14M
AFC
1887
AFT Forsyth & Company
Florida
$1.14M +$77.1K +350 +8%
SAM
1888
Sequent Asset Management
Texas
$1.14M -$124K -565 -10%
HCMNY
1889
Howard Capital Management (New York)
New York
$1.14M -$21.8K -99 -2%
MMG
1890
Monetary Management Group
Missouri
$1.13M +$27.5K +125 +3%
IFO
1891
Independent Family Office
New York
$1.13M +$30.4K +138 +3%
TCOT
1892
Trust Company of Toledo
Ohio
$1.13M +$31.9K +145 +3%
EWA
1893
Encompass Wealth Advisors
Oregon
$1.13M +$1.07M +4,877 New
LRIA
1894
Leonard Rickey Investment Advisors
Washington
$1.13M +$25.3K +115 +2%
DAM
1895
Doheny Asset Management
California
$1.13M -$23.1K -105 -2%
MCM
1896
Maple Capital Management
Vermont
$1.13M -$881 -4 -0.1%
LWIC
1897
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.12M +$838K +3,805 New
RMC
1898
Resources Management Corp
Connecticut
$1.12M -$388K -1,762 -27%
CCP
1899
Cardan Capital Partners
Colorado
$1.12M +$90.9K +413 +9%
OCM
1900
Osterweis Capital Management
California
$1.11M +$50.4K +229 +5%

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.