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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
WAM
2226
Wolverine Asset Management
Illinois
$656K +$251K +1,141 +67%
MAA
2227
Matrix Asset Advisors
New York
$654K +$17.2K +78 +3%
AHC
2228
Adell Harriman & Carpenter
Texas
$653K +$22K +100 +4%
HHGA
2229
Halbert Hargrove Global Advisors
California
$653K +$3.08K +14 +0.5%
RIM
2230
Rockbridge Investment Management
New York
$653K +$5.5K +25 +0.9%
MAM
2231
McCarthy Asset Management
California
$652K +$619K +2,812 New
PAG
2232
Pinnacle Advisory Group
Maryland
$650K +$54.8K +249 +10%
BP
2233
BCK Partners
New York
$650K +$617K +2,802 New
DBG
2234
De Burlo Group
Massachusetts
$649K
QTM
2235
qPULA Trading Management
New York
$649K +$617K +2,800 New
DSC
2236
Duncker Streett & Co
Missouri
$648K -$22K -100 -3%
IWS
2237
Insight Wealth Strategies
California
$648K +$67.6K +307 +12%
CCA
2238
Cadent Capital Advisors
Oklahoma
$648K +$615K +2,795 New
TFA
2239
Tranquilli Financial Advisor
New Jersey
$647K +$615K +2,791 New
CA
2240
Claro Advisors
Massachusetts
$646K -$55.9K -254 -8%
SAF
2241
Smith Anglin Financial
Texas
$646K +$614K +2,788 New
EA
2242
Elm Advisors
California
$643K -$189K -860 -24%
HP
2243
HT Partners
Connecticut
$642K +$44.7K +203 +8%
OAM
2244
Oak Asset Management
California
$641K -$15.4K -70 -2%
VRM
2245
Vectors Research Management
New York
$641K +$545K +2,475 +859%
HC
2246
HNP Capital
New York
$641K +$608K +2,763 New
CFD
2247
Creative Financial Designs
Indiana
$640K -$20.3K -92 -3%
GDP
2248
Great Diamond Partners
Maine
$639K -$123K -559 -17%
FNBOH
2249
First National Bank of Hutchinson
Kansas
$639K +$41.4K +188 +7%
TI
2250
Trexquant Investment
Connecticut
$639K +$607K +2,758 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.