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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
FNFDCM
1901
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.11M +$171K +775 +19%
FPFS
1902
First Personal Financial Services
North Carolina
$1.11M -$13.2K -60 -1%
FA
1903
Fiducient Advisors
Illinois
$1.11M +$1.05M +4,777 New
MA
1904
Modus Advisors
Minnesota
$1.11M -$37.9K -172 -3%
KP
1905
Keel Point
Alabama
$1.11M -$7.93K -36 -0.7%
KOMWMG
1906
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.11M +$3.3K +15 +0.3%
ALAM
1907
Asahi Life Asset Management
Japan
$1.1M +$35.2K +160 +3%
MIFH
1908
Migdal Insurance & Financial Holdings
Israel
$1.1M +$4.84M +21,968 +81,363%
CSWG
1909
Cardinal Strategic Wealth Guidance
Kentucky
$1.1M -$145K -660 -12%
RCA
1910
Rex Capital Advisors
Rhode Island
$1.1M
AIP
1911
Almanack Investment Partners
Pennsylvania
$1.1M +$61.2K +278 +6%
NJBEST
1912
New Jersey Better Educational Savings Trust
New Jersey
$1.1M -$806K -3,659 -44%
AIM
1913
ARGA Investment Management
Connecticut
$1.1M
PWSG
1914
Pacific Wealth Strategies Group
California
$1.1M +$11.9K +54 +1%
OWIM
1915
Old West Investment Management
California
$1.1M +$115K +523 +12%
IA
1916
Insight Advisors
Pennsylvania
$1.1M +$1.04M +4,728 New
HR
1917
Hardy Reed
Mississippi
$1.09M
NWA
1918
New World Advisors
Massachusetts
$1.09M
SP
1919
SWS Partners
Ohio
$1.09M -$68.3K -310 -6%
WMP
1920
Wealth Management Partners
Arizona
$1.09M +$1.04M +4,712 New
OCM
1921
Orleans Capital Management
Louisiana
$1.09M
CB
1922
Cadence Bank
Mississippi
$1.09M +$104K +473 +11%
GIP
1923
Greatmark Investment Partners
Georgia
$1.09M -$661 -3 -0.1%
LWA
1924
Lineweaver Wealth Advisors
Ohio
$1.09M +$43.8K +199 +4%
WAS
1925
Wealth Advisory Solutions
Indiana
$1.08M -$5.95K -27 -0.6%

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.