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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
NED
2351
Nancy E. Dempze
$534K
CWG
2352
Cornerstone Wealth Group
North Carolina
$533K +$18.9K +86 +4%
IA
2353
IFG Advisors
Missouri
$530K -$185K -840 -27%
RCM
2354
Radnor Capital Management
Pennsylvania
$529K +$7.71K +35 +2%
CWM
2355
CCG Wealth Management
California
$529K +$187K +848 +59%
EW
2356
Element Wealth
Mississippi
$528K +$501K +2,275 New
HG
2357
Harbor Group
New Hampshire
$525K +$493K +2,240 New
TCM
2358
Towercrest Capital Management
Pennsylvania
$524K -$103K -470 -17%
CAG
2359
Compass Advisory Group
New York
$524K +$498K +2,260 New
AWMG
2360
Alliance Wealth Management Group
New Jersey
$523K -$103K -470 -17%
SWP
2361
ShoreHaven Wealth Partners
New Jersey
$523K +$497K +2,257 New
AAIM
2362
American Assets Investment Management
California
$522K
CWAF
2363
Core Wealth Advisors (Florida)
Florida
$522K +$9.47K +43 +2%
SWP
2364
Strategic Wealth Partners
Ohio
$521K -$6.83K -31 -1%
LFASL
2365
Lugano Financial Advisors SA (LFA)
Switzerland
$521K
OA
2366
Oxbow Advisors
Texas
$521K
PC
2367
Port Capital
Illinois
$521K
JGUA
2368
John G. Ullman & Associates
New York
$521K +$9.69K +44 +2%
FCA
2369
FinTrust Capital Advisors
South Carolina
$520K -$52.6K -239 -10%
ACWM
2370
Adams Chetwood Wealth Management
North Carolina
$520K
PP
2371
Paloma Partners
Connecticut
$519K -$2.87M -13,013 -85%
TC
2372
Trilogy Capital
California
$519K +$881 +4 +0.2%
FNBTCON
2373
First National Bank & Trust Co of Newtown
Pennsylvania
$516K -$5.29K -24 -1%
TA
2374
Trellis Advisors
Washington
$514K +$7.27K +33 +2%
EWP
2375
Engrave Wealth Partners
Texas
$514K +$150K +682 +45%

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.