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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
GA
2176
Geller Advisors
New York
$714K
CCM
2177
Campbell Capital Management
Florida
$714K +$674K +3,063 New
WB
2178
Webster Bank
Connecticut
$713K
FC
2179
Financial Consulate
Maryland
$711K -$6.61K -30 -1%
DMC
2180
Drexel Morgan & Co
Pennsylvania
$711K
LFA
2181
Legacy Financial Advisors
Kentucky
$708K -$94.7K -430 -12%
PP
2182
Patron Partners
Texas
$707K +$672K +3,051 New
FWP
2183
Firethorn Wealth Partners
Georgia
$706K +$670K +3,043 New
HFA
2184
High Falls Advisors
New York
$706K +$671K +3,045 New
AA
2185
AQR Arbitrage
Connecticut
$706K +$671K +3,046 New
VAG
2186
VisionPoint Advisory Group
Texas
$705K -$15K -68 -2%
VCM
2187
Virtue Capital Management
Tennessee
$704K -$45.4K -206 -6%
LF
2188
LifeSteps Financial
California
$703K -$124K -562 -16%
HSWM
2189
Hubbell Strickland Wealth Management
Louisiana
$702K -$5.07K -23 -0.8%
CA
2190
Commerzbank Aktiengesellschaft
Germany
$701K -$55.1K -250 -8%
FDS
2191
First Dallas Securities
Texas
$701K +$402K +1,825 +152%
CCMG
2192
Clark Capital Management Group
Pennsylvania
$699K +$17.6K +80 +3%
FBT
2193
First Bankers Trust
Kentucky
$696K
TCM
2194
Tandem Capital Management
New Jersey
$696K +$70.5K +320 +12%
CRCM
2195
Corbett Road Capital Management
Virginia
$695K -$26.6K -121 -4%
IAA
2196
Ironsides Asset Advisors
North Carolina
$694K +$27.1K +123 +4%
AF
2197
Apexium Financial
Texas
$691K -$11K -50 -2%
PWAG
2198
Polaris Wealth Advisory Group
California
$690K
GL
2199
Graypoint LLC
New York
$686K -$467K -2,122 -42%
RWB
2200
RMR Wealth Builders
New Jersey
$686K -$133K -605 -17%

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.