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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
RCM
2326
RNC Capital Management
California
$556K +$246K +1,116 +87%
VIM
2327
Vista Investment Management
Pennsylvania
$554K +$58.6K +266 +13%
SIC
2328
Samalin Investment Counsel
New York
$553K +$661 +3 +0.1%
BP
2329
Broadleaf Partners
Ohio
$553K +$37.4K +170 +8%
CWA
2330
Clearview Wealth Advisors
Oregon
$552K +$524K +2,380 New
ED
2331
Exane Derivatives
France
$552K +$79.5K +361 +18%
AW
2332
Avion Wealth
Texas
$551K
SIA
2333
SkyView Investment Advisors
New Jersey
$551K +$523K +2,377 New
FHC
2334
First Horizon Corporation
Tennessee
$550K -$2.2K -10 -0.4%
GBT
2335
Grove Bank & Trust
Florida
$549K -$4.4K -20 -0.8%
PAM
2336
Palisade Asset Management
Minnesota
$548K
AIA
2337
Angeles Investment Advisors
California
$546K +$519K +2,355 New
BSG
2338
Black Swift Group
Colorado
$545K +$43.8K +199 +9%
BRA
2339
Biechele Royce Advisors
Indiana
$544K -$7.27K -33 -1%
KWM
2340
Keebeck Wealth Management
Illinois
$544K
OLA
2341
Oliver Luxxe Assets
New Jersey
$543K
AIA
2342
Allied Investment Advisors
Montana
$541K +$20.3K +92 +4%
VWM
2343
Vigilare Wealth Management
Arizona
$541K +$38.5K +175 +8%
LFS
2344
Lutz Financial Services
Nebraska
$541K +$514K +2,335 New
VFP
2345
Verus Financial Partners
Virginia
$540K -$620K -2,817 -55%
FBT
2346
First Bank & Trust
South Dakota
$539K +$4.62K +21 +0.9%
HGWM
2347
Horst & Graben Wealth Management
Oregon
$538K
MCM
2348
MV Capital Management
Maryland
$538K
TC
2349
Tacita Capital
Ontario, Canada
$538K +$511K +2,319 New
ABP
2350
Arthur B. Page
$537K +$22K +100 +5%

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.