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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
DP
2301
Denver PWM
Colorado
$583K -$11.7K -53 -2%
CAM
2302
Congress Asset Management
Massachusetts
$582K +$49.1K +223 +10%
MCC
2303
Money Concepts Capital
Florida
$582K +$553K +2,510 New
GG
2304
Gleason Group
Kentucky
$579K +$1.1K +5 +0.2%
OR
2305
Olympiad Research
Connecticut
$578K +$143K +650 +35%
DFA
2306
DHJJ Financial Advisors
Illinois
$577K +$548K +2,490 New
S
2307
Surevest
California
$575K
HFBOT
2308
Home Federal Bank of Tennessee
Tennessee
$573K
CWP
2309
CFM Wealth Partners
Texas
$572K
CCM
2310
Crossvault Capital Management
Texas
$569K
UBV
2311
United Bank (Virginia)
Virginia
$569K +$110K +500 +26%
VWM
2312
Venturi Wealth Management
Texas
$567K -$20.7K -94 -4%
BFM
2313
Boothbay Fund Management
New York
$566K -$1.49M -6,753 -73%
PPSG
2314
Princeton Portfolio Strategies Group
New Jersey
$566K -$22K -100 -4%
BCP
2315
Blue Chip Partners
Michigan
$566K +$17.2K +78 +3%
FPWM
2316
FSB Premier Wealth Management
Iowa
$566K +$538K +2,443 New
BIA
2317
Bigelow Investment Advisors
Maine
$563K -$144K -655 -21%
SWM
2318
Sugarloaf Wealth Management
Georgia
$562K
KCM
2319
Kathmere Capital Management
Pennsylvania
$561K +$18.5K +84 +4%
FGAM
2320
Financial Gravity Asset Management
Texas
$561K +$538K +2,444 New
SFG
2321
StrategIQ Financial Group
Indiana
$559K +$47.1K +214 +10%
SHWM
2322
Silicon Hills Wealth Management
Texas
$558K -$31.7K -144 -6%
RP
2323
Rowlandmiller & Partners
Georgia
$557K +$26.4K +120 +5%
CAL
2324
Capital Analysts LLC
Pennsylvania
$557K +$2.64K +12 +0.5%
APWM
2325
Atlas Private Wealth Management
New York
$556K +$14.5K +66 +3%

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.