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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
SIC
2101
Sigma Investment Counselors
Michigan
$798K +$275K +1,251 +57%
GGHC
2102
Gilder Gagnon Howe & Co
New York
$797K +$9.69K +44 +1%
AIC
2103
Archer Investment Corporation
Indiana
$797K +$28.4K +129 +4%
GCP
2104
Gill Capital Partners
Colorado
$796K
FNB
2105
Farmers National Bank
Kentucky
$794K +$754K +3,425 New
CCA
2106
Childress Capital Advisors
Texas
$793K +$753K +3,420 New
AWM
2107
AllSquare Wealth Management
New York
$791K -$32.1K -146 -4%
WA
2108
Winfield Associates
Ohio
$789K -$33.3K -151 -4%
AF
2109
Affiance Financial
Minnesota
$789K -$1.76K -8 -0.2%
GLA
2110
Good Life Advisors
Pennsylvania
$788K +$70.7K +321 +10%
AC
2111
Aristides Capital
Kentucky
$787K
PRWA
2112
Platte River Wealth Advisors
Colorado
$787K +$61.7K +280 +9%
SC
2113
SRB Corp
Massachusetts
$787K +$133K +606 +22%
AWA
2114
Acorn Wealth Advisors
Michigan
$784K -$149K -675 -17%
VC
2115
Veracity Capital
Georgia
$784K
AMG
2116
Advisors Management Group
Wisconsin
$783K +$36.8K +167 +5%
BDF
2117
Black Diamond Financial
Maryland
$782K +$317K +1,440 +75%
MWP
2118
Meridian Wealth Partners
Pennsylvania
$778K -$4.84K -22 -0.7%
IFAM
2119
Institutional & Family Asset Management
Colorado
$777K -$90.9K -413 -11%
GWM
2120
Gray Wealth Management
Maine
$777K +$12.8K +58 +2%
GPA
2121
Garrison Point Advisors
California
$774K +$13.2K +60 +2%
TWM
2122
TriaGen Wealth Management
California
$774K +$735K +3,339 New
MCPPUI
2123
MIC Capital Partners (Public) (US) IM
United Arab Emirates
$773K
PHIMC
2124
Private Harbour Investment Management & Counsel
Ohio
$773K -$8.81K -40 -1%
FNBOSM
2125
First National Bank of South Miami
Florida
$772K -$15.6K -71 -2%

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.