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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
MS
2026
Madden Securities
Texas
$885K -$84.8K -385 -9%
THWM
2027
Taylor Hoffman Wealth Management
Virginia
$885K -$3.96K -18 -0.5%
FFA
2028
Founders Financial Alliance
North Carolina
$885K +$196K +891 +30%
GHA
2029
GW Henssler & Associates
Georgia
$884K -$18.7K -85 -2%
AO
2030
Advisor OS
Illinois
$882K +$838K +3,807 New
PFWA
2031
Paces Ferry Wealth Advisors
Georgia
$880K -$120K -547 -13%
CIAS
2032
CFS Investment Advisory Services
New Jersey
$880K +$836K +3,795 New
RZH
2033
Relyea Zuckerberg Hanson
Connecticut
$875K -$5.5K -25 -0.7%
SGK
2034
Steigerwald Gordon & Koch
Virginia
$874K +$5.5K +25 +0.7%
JGIA
2035
Jackson Grant Investment Advisers
Connecticut
$868K
IC
2036
Investment Counsel
Michigan
$867K
PCM
2037
Pennsylvania Capital Management
Pennsylvania
$867K +$145K +659 +22%
FFBTD
2038
First Financial Bank - Trust Division
Ohio
$865K -$42.5K -193 -5%
LWP
2039
Legacy Wealth Planning
Nevada
$864K -$11K -50 -1%
KFP
2040
KMG Fiduciary Partners
Ohio
$862K -$45.1K -205 -5%
BFA
2041
Brown Financial Advisory
Alabama
$862K +$818K +3,716 New
MIH
2042
Meitav Investment House
Israel
$861K +$135K +611 +20%
PAG
2043
Private Advisory Group
Washington
$860K +$435K +1,974 +114%
JMF
2044
Johnson Midwest Financial
Iowa
$854K +$811K +3,684 New
LK
2045
Lumbard & Kellner
New Hampshire
$853K +$810K +3,680 New
PM
2046
Penbrook Management
New York
$852K -$22K -100 -3%
IP
2047
Investment Partners
Ohio
$850K -$4.4K -20 -0.5%
CCM
2048
Chilton Capital Management
Texas
$849K
PT
2049
Plimoth Trust
Massachusetts
$848K +$2.2K +10 +0.3%
BMWM
2050
Brown Miller Wealth Management
Virginia
$846K +$803K +3,648 New

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.