We are live on ! Find out more
BRK.B icon

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
WPA
2401
West Paces Advisors
Georgia
$486K
BWA
2402
Bordeaux Wealth Advisors
California
$486K +$462K +2,096 New
VBCG
2403
Valley Brook Capital Group
Pennsylvania
$486K +$462K +2,100 New
FA
2404
FC Advisory
Pennsylvania
$483K
SFWC
2405
Strategic Family Wealth Counselors
New Jersey
$483K
Members Trust
2406
Members Trust
Florida
$482K +$2.86K +13 +0.6%
WFM
2407
Wolff Financial Management
Michigan
$481K -$44K -200 -9%
AFS
2408
Access Financial Services
Minnesota
$481K
APSI
2409
Asset Planning Services Inc
Louisiana
$481K
LIM
2410
Lagoda Investment Management
New York
$479K -$220K -1,000 -33%
3F
2411
360 Financial
Minnesota
$478K -$41.8K -190 -8%
AWA
2412
Alaska Wealth Advisors
Alaska
$476K -$18.3K -83 -4%
AAM
2413
Augustine Asset Management
Florida
$476K -$11.5K -52 -2%
NCM
2414
Northwest Capital Management
Oregon
$476K
CC
2415
Colrain Capital
Massachusetts
$475K
WAM
2416
Winslow Asset Management
Ohio
$474K -$7.93K -36 -2%
CFA
2417
CWS Financial Advisors
Michigan
$473K
APW
2418
Austin Private Wealth
Texas
$472K -$6.17K -28 -1%
OAJ
2419
Ogorek Anthony Joseph
New York
$472K
MWP
2420
Madison Wealth Partners
Wisconsin
$472K +$449K +2,038 New
SRC
2421
Sage Rhino Capital
California
$469K +$52K +236 +13%
SI
2422
SimpliFi Inc
California
$468K
HCM
2423
HMS Capital Management
Tennessee
$467K -$1.98K -9 -0.4%
LCM
2424
Leisure Capital Management
California
$466K
AAM
2425
American Asset Management
Florida
$465K +$442K +2,006 New

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.