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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
PA
2151
PFG Advisors
Arizona
$742K -$65K -295 -8%
IWA
2152
Inspirion Wealth Advisors
Illinois
$742K -$12.3K -56 -2%
JLBC
2153
J.L. Bainbridge & Co
Florida
$742K
TLFA
2154
True Link Financial Advisors
California
$742K +$705K +3,200 New
CC
2155
Cornerstone Capital
California
$741K -$88.1K -400 -11%
AA
2156
Advisory Alpha
Michigan
$741K +$382K +1,733 +118%
SFP
2157
Sterling Financial Planning
New Jersey
$740K +$702K +3,190 New
TFO
2158
Tarbox Family Office
California
$737K -$25.8K -117 -4%
GAM
2159
Gould Asset Management
California
$737K -$11K -50 -2%
SGI
2160
Summit Global Investments
Utah
$736K +$699K +3,173 New
AWM
2161
Aries Wealth Management
Maine
$731K +$4.4K +20 +0.6%
DWM
2162
Dorchester Wealth Management
Quebec, Canada
$731K +$220K +1,000 +46%
SLT
2163
St Louis Trust
Missouri
$730K
SAM
2164
Seelaus Asset Management
New Jersey
$729K +$80.4K +365 +13%
CCC
2165
Chelsea Counsel Company
California
$726K -$11.9K -54 -2%
ITIM
2166
Indiana Trust & Investment Management
Indiana
$726K -$6.39K -29 -0.9%
TCM
2167
Tradewinds Capital Management
Washington
$726K +$14.5K +66 +2%
NSB
2168
Norway Savings Bank
Maine
$726K +$40.7K +185 +6%
VST
2169
Van Strum & Towne
California
$726K +$328K +1,488 +90%
BMM
2170
Buffington Mohr McNeal
Idaho
$725K
GSAM
2171
Grant Street Asset Management
Pennsylvania
$723K -$25.5K -116 -4%
CC
2172
Centiva Capital
New York
$721K +$684K +3,108 New
HCM
2173
Hengehold Capital Management
Ohio
$720K +$1.1K +5 +0.2%
AFAS
2174
Acorn Financial Advisory Services
Virginia
$720K +$56.2K +255 +9%
CA
2175
CGN Advisors
Kansas
$719K +$683K +3,101 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.