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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
KTA
2201
Keeley-Teton Advisors
Illinois
$686K -$22K -100 -3%
TWM
2202
Triton Wealth Management
Arizona
$685K +$37.7K +171 +6%
SFO
2203
Standard Family Office
South Dakota
$685K +$650K +2,953 New
IA
2204
Inspire Advisors
Idaho
$685K +$651K +2,955 New
BCM
2205
Boltwood Capital Management
California
$684K -$5.5K -25 -0.8%
MAM
2206
Marquette Asset Management
Minnesota
$683K
KCM
2207
Karp Capital Management
California
$683K +$1.1K +5 +0.2%
W
2208
WealthOne
New York
$682K +$9.69K +44 +2%
BWFA
2209
Baltimore-Washington Financial Advisors
Maryland
$681K +$107K +484 +20%
MFGM
2210
Marshall Financial Group (Maryland)
Maryland
$681K +$647K +2,939 New
CPW
2211
Catalyst Private Wealth
California
$678K
HWA
2212
HHM Wealth Advisors
Tennessee
$674K
RHAM
2213
Round Hill Asset Management
California
$673K
ACM
2214
Ategra Capital Management
Virginia
$671K -$16.7K -76 -3%
NOCM
2215
Night Owl Capital Management
Connecticut
$671K -$418K -1,896 -40%
BHWA
2216
Beacon Harbor Wealth Advisors
Virginia
$671K +$637K +2,892 New
SSA
2217
South Street Advisors
New York
$670K
RWA
2218
RGT Wealth Advisors
Texas
$667K -$257K -1,168 -29%
BLAM
2219
Bourne Lent Asset Management
New York
$665K +$632K +2,869 New
CIS
2220
Capital International Sarl
California
$660K
CWP
2221
Concord Wealth Partners
Virginia
$660K +$627K +2,847 New
AWM
2222
Aevitas Wealth Management
Massachusetts
$659K
WFA
2223
Wipfli Financial Advisors
Wisconsin
$658K +$624K +2,836 New
CMP
2224
Courage Miller Partners
Virginia
$657K
FUBT
2225
First United Bank & Trust
Maryland
$657K +$38.5K +175 +7%

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.