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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
BMC
2276
Beaton Management Company
Massachusetts
$611K
WSCM
2277
Wellington Shields Capital Management
New York
$610K +$11K +50 +2%
PCS
2278
Personal CFO Solutions
New Jersey
$609K -$987K -4,480 -63%
MW
2279
Marcum Wealth
Ohio
$608K +$16.1K +73 +3%
SW
2280
SkyOak Wealth
Michigan
$603K -$28.8K -131 -5%
PAMP
2281
Polar Asset Management Partners
Ontario, Canada
$601K +$571K +2,593 New
MNBTD
2282
Moody National Bank Trust Division
Texas
$599K +$110K +500 +24%
LC
2283
Landaas & Company
Wisconsin
$598K
TFF
2284
The Family Firm
Maryland
$598K
TCWM
2285
Total Clarity Wealth Management
Illinois
$598K
OCM
2286
One Capital Management
California
$598K +$110K +498 +24%
BHBT
2287
Burke & Herbert Bank & Trust
Virginia
$594K -$28.2K -128 -5%
LWA
2288
Lenox Wealth Advisors
New York
$594K +$31K +141 +6%
CCM
2289
Colorado Capital Management
Colorado
$593K
CIG
2290
Cairn Investment Group
Washington
$591K +$88.7K +403 +19%
AWA
2291
Aaron Wealth Advisors
Illinois
$591K +$562K +2,550 New
PPCM
2292
Pillar Pacific Capital Management
California
$589K -$4.62K -21 -0.8%
IA
2293
IAM Advisory
Pennsylvania
$589K +$557K +2,530 New
CS
2294
Capital Square
Tennessee
$588K -$134K -607 -19%
KWILP
2295
Kiwi Wealth Investments Limited Partnership
New Zealand
$587K
SVCP
2296
Silicon Valley Capital Partners
California
$587K +$18.7K +85 +3%
CGA
2297
Crescent Grove Advisors
Illinois
$586K -$71.8K -326 -11%
CRWM
2298
Castle Rock Wealth Management
California
$586K +$83.9K +381 +18%
LFA
2299
Legend Financial Advisors
Pennsylvania
$584K -$7.05K -32 -1%
APSP
2300
Asset Planning Services (Pennsylvania)
Pennsylvania
$584K

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.