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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
SCM
2076
Southport Capital Management
Tennessee
$827K -$67.4K -306 -8%
BWA
2077
BDO Wealth Advisors
Florida
$827K +$12.1K +55 +2%
ANB
2078
Amarillo National Bank
Texas
$827K +$44K +200 +6%
PCFFS
2079
Pacific Center for Financial Services
California
$826K
BA
2080
Bard Associates
Illinois
$820K -$22K -100 -3%
ACA
2081
Affinity Capital Advisors
California
$820K -$3.3K -15 -0.4%
LFG
2082
Larson Financial Group
Missouri
$819K +$51.1K +232 +7%
SSWM
2083
Sheets Smith Wealth Management
North Carolina
$817K +$126K +570 +19%
MPCG
2084
Matrix Private Capital Group
New York
$815K +$144K +653 +23%
Aristotle Capital Management
2085
Aristotle Capital Management
California
$812K -$11K -50 -1%
AWM
2086
Atticus Wealth Management
Florida
$811K -$90.3K -410 -10%
XWM
2087
Xcel Wealth Management
Florida
$809K -$92.3K -419 -11%
NIC
2088
Northwest Investment Counselors
Oregon
$808K -$42.5K -193 -5%
SFS
2089
Strategic Financial Services
New York
$807K -$41K -186 -5%
SG
2090
Strid Group
Pennsylvania
$807K
SA
2091
Sunesis Advisors
Kansas
$807K
SMI
2092
Shelter Mutual Insurance
Missouri
$806K
BCM
2093
Bayesian Capital Management
New York
$806K +$126K +572 +20%
G
2094
GenTrust
Florida
$805K -$5.29K -24 -0.7%
DWM
2095
Darwin Wealth Management
Florida
$805K +$68.9K +313 +10%
PWMG
2096
Prestige Wealth Management Group
New Jersey
$805K +$92.7K +421 +14%
GPFA
2097
Game Plan Financial Advisors
Ohio
$800K -$60.6K -275 -7%
WGA
2098
Weather Gauge Advisory
Virginia
$800K -$33K -150 -4%
AFA
2099
Atlanta Financial Associates
Georgia
$800K
JMFC
2100
J.M. Forbes & Co
Massachusetts
$798K

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.