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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
RWA
1951
Redhawk Wealth Advisors
Minnesota
$1.03M +$102K +461 +12%
CBT
1952
CoreFirst Bank & Trust
Kansas
$1.03M +$979K +4,446 New
BST
1953
Bath Savings Trust
Maine
$1.03M -$296K -1,345 -23%
SCA
1954
Sage Capital Advisors
South Dakota
$1.03M -$2.64K -12 -0.3%
SIM
1955
Sadoff Investment Management
Wisconsin
$1.02M -$77.1K -350 -7%
FSA
1956
Fort Sheridan Advisors
Illinois
$1.02M -$95.3K -433 -9%
PCMK
1957
Paragon Capital Management (Kansas)
Kansas
$1.02M -$11K -50 -1%
FPGK
1958
Financial Partners Group (Kansas)
Kansas
$1.01M -$74.6K -339 -7%
AP
1959
Atwood & Palmer
Missouri
$1.01M +$44K +200 +5%
LWPC
1960
Legacy Wealth Partners (California)
California
$1M +$150K +682 +19%
FNWM
1961
Financial Network Wealth Management
Utah
$1M +$950K +4,316 New
RW
1962
RVW Wealth
California
$1M +$77.1K +350 +12%
CWM
1963
Calamos Wealth Management
Illinois
$999K -$340K -1,542 -26%
GCM
1964
Gibraltar Capital Management
Oklahoma
$999K +$22K +100 +2%
FCFC
1965
First Citizens Financial Corp
Iowa
$997K -$171K -775 -15%
FFS
1966
Founders Financial Securities
Maryland
$991K +$941K +4,272 New
NI
1967
NFC Investments
Tennessee
$988K -$220 -1 -0%
WAAG
1968
Wealth Alliance Advisory Group
Kansas
$984K +$105K +476 +13%
ARG
1969
Advisory Resource Group
Oklahoma
$982K -$8.81K -40 -0.9%
TWA
1970
Tillar-Wenstrup Advisors
Ohio
$980K +$930K +4,225 New
PFA
1971
Pettinga Financial Advisors
Indiana
$974K +$33.7K +153 +4%
SHJ
1972
Sharkey, Howes & Javer
Colorado
$973K
FLI
1973
Family Legacy Inc
South Carolina
$972K
RFN
1974
RDA Financial Network
Iowa
$970K -$494K -2,245 -35%
BMC
1975
Benin Management Corp
Connecticut
$967K -$131K -596 -13%

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.