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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
JIP
2126
JBJ Investment Partners
South Carolina
$771K +$26.4K +120 +4%
YIH
2127
Y-Intercept (HK)
Hong Kong
$770K +$739K +3,355 New
CWP
2128
Curated Wealth Partners
California
$767K +$728K +3,308 New
CP
2129
Camelot Portfolios
Ohio
$766K +$44K +200 +6%
RP
2130
Riverbridge Partners
Minnesota
$765K -$4.4K -20 -0.6%
SB
2131
Sunflower Bank
Texas
$765K +$98.2K +446 +16%
LWAM
2132
Legacy Wealth Asset Management
Minnesota
$765K +$726K +3,298 New
SWMG
2133
Strategic Wealth Management Group
Maryland
$764K -$2.86K -13 -0.4%
WAM
2134
WNY Asset Management
New York
$761K +$724K +3,289 New
KLCM
2135
KG&L Capital Management
Louisiana
$760K +$42.9K +195 +6%
DA
2136
Detalus Advisors
Missouri
$759K -$7.71K -35 -1%
PGA
2137
Portland Global Advisors
Maine
$759K
ACP
2138
Arcus Capital Partners
Georgia
$759K +$721K +3,272 New
9WM
2139
9258 Wealth Management
Ohio
$758K
SFG
2140
Summit Financial Group
West Virginia
$757K
DC
2141
DeDora Capital
California
$756K -$194K -881 -21%
SAM
2142
S.A. Mason
Michigan
$756K +$21.1K +96 +3%
PG
2143
Proffitt & Goodson
Tennessee
$754K -$23.8K -108 -3%
KBG
2144
Kahn Brothers Group
New York
$754K
MCWS
2145
McKinley Carter Wealth Services
West Virginia
$753K +$47.8K +217 +7%
LGA
2146
Lebenthal Global Advisors
New York
$749K +$711K +3,231 New
JAM
2147
Jupiter Asset Management
United Kingdom
$745K +$92.3K +419 +15%
LCM
2148
Liberty Capital Management
Michigan
$745K +$708K +3,213 New
BWA
2149
Beam Wealth Advisors
Louisiana
$744K -$15.4K -70 -2%
LWP
2150
Lumature Wealth Partners
Georgia
$743K +$706K +3,204 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.