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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
SEEDPG
1926
S.E.E.D. Planning Group
New York
$1.08M +$707K +3,209 +220%
WA
1927
Wambolt & Associates
Colorado
$1.08M -$8.81K -40 -0.9%
PNAA
1928
Pictet North America Advisors
Switzerland
$1.08M
SMC
1929
Smith, Moore & Co
Missouri
$1.07M -$530K -2,405 -34%
HIP
1930
HUB Investment Partners
Texas
$1.07M +$1.11M +5,032 New
HAIM
1931
Hunter Associates Investment Management
Pennsylvania
$1.07M -$22K -100 -2%
SAS
1932
Sanford Advisory Services
Michigan
$1.06M +$1.01M +4,592 New
BWM
1933
BCS Wealth Management
Tennessee
$1.06M -$61.7K -280 -6%
AAS
1934
Annex Advisory Services
Wisconsin
$1.06M -$63.9K -290 -6%
JCM
1935
Jag Capital Management
Missouri
$1.06M
SIM
1936
Sonora Investment Management
Arizona
$1.06M -$50.6K -230 -5%
PS
1937
Portfolio Solutions
Michigan
$1.06M +$724K +3,288 +260%
SEP
1938
Southland Equity Partners
Missouri
$1.05M +$1M +4,549 New
W
1939
Wealthquest
Ohio
$1.05M -$8.37K -38 -0.8%
Edgewood Management
1940
Edgewood Management
Connecticut
$1.05M
PP
1941
Prosperity Planning
Missouri
$1.05M +$995K +4,519 New
KMWM
1942
Keudell/Morrison Wealth Management
Oregon
$1.04M +$31.9K +145 +3%
LC
1943
LCNB Corp
Ohio
$1.04M +$27.5K +125 +3%
DWM
1944
Dakota Wealth Management
Florida
$1.04M +$61K +277 +7%
GCAC
1945
Guardian Capital Advisors (Canada)
Ontario, Canada
$1.04M -$123K -558 -11%
DWMG
1946
DB Wealth Management Group
California
$1.04M +$990K +4,495 New
GB
1947
Goepper Burkhardt
South Carolina
$1.04M +$987K +4,484 New
VIA
1948
Vident Investment Advisory
Georgia
$1.04M +$217K +986 +28%
PPW
1949
Parcion Private Wealth
Washington
$1.04M +$252K +1,144 +34%
LCM
1950
LVM Capital Management
Michigan
$1.03M

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.