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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
RWMH
2376
Riverpoint Wealth Management Holdings
Illinois
$511K -$5.5K -25 -1%
MC
2377
Matisse Capital
Oregon
$511K
WI
2378
WrapManager Inc
California
$510K +$141K +641 +41%
CT
2379
Columbia Trust
Oregon
$510K +$486K +2,205 New
SHGA
2380
Sand Hill Global Advisors
California
$509K -$40.5K -184 -8%
KIC
2381
Keating Investment Counselors
Florida
$509K
WDG
2382
Wealth Dimensions Group
Ohio
$509K +$484K +2,196 New
SC
2383
Schoolcraft Capital
Colorado
$507K +$55.1K +250 +13%
CISOA
2384
Capital Investment Services of America
Wisconsin
$507K +$138K +625 +40%
AA
2385
Auxano Advisors
Washington
$506K +$111K +502 +30%
SWIG
2386
Strategic Wealth Investment Group
Kentucky
$505K +$1.54K +7 +0.3%
CWM
2387
Concentric Wealth Management
California
$504K +$19.8K +90 +4%
SEIA
2388
Signature Estate & Investment Advisors
California
$503K -$107K -484 -18%
FTC
2389
Farmers Trust Company
Ohio
$501K +$3.3K +15 +0.7%
FVCM
2390
F&V Capital Management
Florida
$500K
PWAP
2391
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$499K -$405K -1,838 -46%
LBC
2392
Lawrence B. Cohen
$499K -$37.7K -171 -7%
GWA
2393
GGM Wealth Advisors
Maryland
$498K +$468K +2,127 New
KCM
2394
Kornitzer Capital Management
Kansas
$497K
EWA
2395
ERTS Wealth Advisors
Michigan
$493K -$6.83K -31 -1%
BSSFA
2396
Baron Silver Stevens Financial Advisors
Florida
$491K +$466K +2,118 New
PS
2397
Planned Solutions
California
$489K -$44K -200 -9%
PIA
2398
Powell Investment Advisors
Florida
$489K
WFA
2399
Wellspring Financial Advisors
Ohio
$488K -$3.96K -18 -0.8%
SFP
2400
Shepherd Financial Partners
Massachusetts
$487K +$110K +499 +31%

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.