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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
RHBC
2001
R.H. Bluestein & Co
Michigan
$926K +$2.2K +10 +0.3%
GSBTD
2002
Glenview State Bank Trust Department
Illinois
$924K -$77.3K -351 -8%
TFA
2003
Teamwork Financial Advisors
Texas
$924K +$24.2K +110 +3%
TSS
2004
Two Sigma Securities
New York
$924K +$877K +3,983 New
GAM
2005
Gemmer Asset Management
California
$922K -$18.5K -84 -2%
HP
2006
Holowesko Partners
Bahamas
$919K
CTA
2007
Chesley Taft & Associates
Illinois
$918K +$77.1K +350 +10%
OF
2008
Outfitter Financial
Maine
$915K +$869K +3,948 New
ACM
2009
Armbruster Capital Management
New York
$914K -$27.3K -124 -3%
SSCA
2010
South Shore Capital Advisors
Massachusetts
$914K +$868K +3,944 New
BWM
2011
BCGM Wealth Management
Indiana
$909K +$825K +3,748 New
PA
2012
Parkside Advisors
California
$908K +$129K +588 +18%
GSC
2013
G&S Capital
Colorado
$906K
NCM
2014
Noesis Capital Mangement
Florida
$906K +$325K +1,475 +61%
JWM
2015
Jupiter Wealth Management
Colorado
$905K -$2.44M -11,095 -74%
4WM
2016
44 Wealth Management
Oregon
$903K +$857K +3,893 New
BT
2017
Brandywine Trust
Delaware
$899K
AWG
2018
Altus Wealth Group
Colorado
$898K +$854K +3,879 New
RWI
2019
Red Wave Investments
Pennsylvania
$897K +$852K +3,867 New
KIG
2020
Kowal Investment Group
Wisconsin
$894K +$845K +3,837 New
BIA
2021
Biondo Investment Advisors
Pennsylvania
$893K
HFA
2022
HC Financial Advisors
California
$891K +$78.8K +358 +10%
DA
2023
Duality Advisers
Florida
$890K -$6.01M -27,302 -88%
ODG
2024
O'Dell Group
Ohio
$887K +$842K +3,825 New
SWA
2025
Sutton Wealth Advisors
Florida
$885K +$11.5K +52 +1%

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.