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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
S
2251
swisspartners
Liechtenstein
$637K +$614K +2,790 New
BCM
2252
Bienville Capital Management
New York
$635K
CHJWM
2253
Carlton Hofferkamp & Jenks Wealth Management
Texas
$634K
SICM
2254
Sustainable Insight Capital Management
New York
$634K +$602K +2,734 New
FFG
2255
Ford Financial Group
California
$633K -$44K -200 -7%
FMI
2256
F/M Investments
District of Columbia
$633K +$601K +2,729 New
OPWM
2257
Oakwell Private Wealth Management
Texas
$632K +$600K +2,724 New
LB
2258
Legacy Bridge
Iowa
$631K
AWM
2259
Aprio Wealth Management
Georgia
$630K +$105K +478 +21%
MPIA
2260
Mountain Pacific Investment Advisers
Idaho
$627K
FEM
2261
Fulcrum Equity Management
Texas
$626K +$110K +500 +23%
CYG
2262
Clean Yield Group
Vermont
$623K -$4.84K -22 -0.8%
DSN
2263
D. Scott Neal
Kentucky
$622K
PFG
2264
PAX Financial Group
Texas
$622K +$13.4K +61 +2%
KFI
2265
Key Financial Inc
Pennsylvania
$620K
CG
2266
CFO4Life Group
Texas
$619K +$8.81K +40 +2%
FIM
2267
Fernwood Investment Management
Massachusetts
$619K +$22K +100 +4%
SWA
2268
Sax Wealth Advisors
New Jersey
$619K +$588K +2,670 New
TLP
2269
Trinity Legacy Partners
Texas
$618K -$7.27K -33 -1%
CPA
2270
Capital Planning Advisors
California
$618K +$52.8K +240 +10%
PWM
2271
PBMares Wealth Management
Virginia
$615K
SF
2272
Symphony Financial
Texas
$615K +$39.6K +180 +7%
WMC
2273
Westwood Management Corporation
Illinois
$614K
IC
2274
Inscription Capital
Texas
$613K
FP
2275
Financial Perspectives
Minnesota
$611K

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.