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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
CNBT
2051
Cornerstone National Bank & Trust
Illinois
$845K -$7.93K -36 -1%
B
2052
Bridgeworth
Alabama
$844K +$2.64K +12 +0.3%
LWMG
2053
Levy Wealth Management Group
Pennsylvania
$844K +$801K +3,638 New
AIP
2054
Ahrens Investment Partners
Louisiana
$843K -$223K -1,011 -22%
APA
2055
Allegiant Private Advisors
Florida
$843K +$801K +3,636 New
TWM
2056
TMD Wealth Management
Arizona
$843K +$801K +3,637 New
PC
2057
Permit Capital
Pennsylvania
$841K -$79.3K -360 -9%
SWM
2058
SeaCrest Wealth Management
New York
$841K -$55.1K -250 -6%
WAOTB
2059
Wealth Advisors of Tampa Bay
Florida
$841K
PPP
2060
Private Portfolio Partners
New Jersey
$839K -$85K -386 -10%
BWP
2061
BSW Wealth Partners
Colorado
$838K -$35.9K -163 -4%
LF
2062
Lantz Financial
Illinois
$838K +$5.95K +27 +0.8%
GKWIM
2063
Gerber Kawasaki Wealth & Investment Management
California
$837K -$46K -209 -5%
SCA
2064
Stonebridge Capital Advisors
Minnesota
$837K -$13.2K -60 -2%
CNB
2065
Camden National Bank
Maine
$837K -$1.1K -5 -0.1%
BAAM
2066
Baker Avenue Asset Management
California
$837K +$69.6K +316 +10%
RWA
2067
River Wealth Advisors
Pennsylvania
$836K -$33.3K -151 -4%
BONST
2068
Bank of Nova Scotia Trust
Ontario, Canada
$835K -$220 -1 -0%
LBD
2069
Landsberg Bennett & Dubbaneh
Florida
$834K -$468K -2,127 -37%
SWK
2070
Stephen W. Kidder
$834K -$407K -1,850 -34%
WAOI
2071
Wealth Advisors of Iowa
Iowa
$832K +$34.8K +158 +5%
SCM
2072
Schnieders Capital Management
California
$830K +$149K +675 +23%
LPIC
2073
LeJeune Puetz Investment Counsel
Michigan
$829K +$19.8K +90 +3%
BOM
2074
Bank of Marin
California
$829K +$164K +747 +26%
CG
2075
Clarus Group
Texas
$828K +$752K +3,414 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.