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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
PP
1976
Patten & Patten
Tennessee
$967K +$33K +150 +4%
PWA
1977
Physician Wealth Advisors
Utah
$962K -$116K -529 -12%
TP
1978
Tranquility Partners
Tennessee
$961K +$28.4K +129 +3%
NSAM
1979
North Star Asset Management
Wisconsin
$958K +$91.4K +415 +11%
HZ
1980
Hixon Zuercher
Ohio
$957K -$59.9K -272 -6%
HFA
1981
Hoover Financial Advisors
Pennsylvania
$956K -$83.2K -378 -9%
AFS
1982
Axiom Financial Strategies
Indiana
$956K
CFA
1983
Capstone Financial Advisors
Illinois
$955K +$98K +445 +12%
WI
1984
Wedgewood Investors
Pennsylvania
$954K -$22K -100 -2%
LFF
1985
Level Four Financial
Texas
$952K +$904K +4,107 New
BHA
1986
Beech Hill Advisors
New York
$951K -$77.1K -350 -8%
RW
1987
Rede Wealth
Virginia
$951K +$903K +4,102 New
GFG
1988
Greystone Financial Group
Michigan
$949K +$880K +3,998 New
SIM
1989
SSI Investment Management
California
$943K +$92.5K +420 +12%
CA
1990
Crewe Advisors
Utah
$941K -$38.1K -173 -4%
MAWCM
1991
Mine & Arao Wealth Creation & Management
California
$934K
CAGAS
1992
Capital Advisory Group Advisory Services
Minnesota
$931K +$39.4K +179 +5%
LCM
1993
Logan Capital Management
Pennsylvania
$930K -$2.2K -10 -0.2%
TPWA
1994
TRUE Private Wealth Advisors
Oregon
$930K +$7.49K +34 +0.9%
CWM
1995
Centric Wealth Management
Illinois
$930K +$577K +2,622 +189%
SCI
1996
Stableford Capital II
Arizona
$930K +$883K +4,009 New
HAI
1997
Hennessy Advisors Inc
California
$927K -$440K -2,000 -33%
BCMO
1998
Buckingham Capital Management (Ohio)
Ohio
$927K -$274K -1,243 -24%
UCI
1999
Uncommon Cents Investing
Wisconsin
$927K +$881K +4,000 New
GC
2000
Gibson Capital
Pennsylvania
$926K

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.