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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
SPAS
2451
Spectrum Planning & Advisory Services
California
$437K +$415K +1,885 New
FBC
2452
Fairfield, Bush & Co
Connecticut
$436K
KM
2453
Kalos Management
Georgia
$435K +$108K +491 +36%
SPP
2454
Single Point Partners
Massachusetts
$434K +$99.3K +451 +32%
BI
2455
Blooom Inc
Kansas
$433K +$1.89M +8,593 New
BIA
2456
BHK Investment Advisors
Alabama
$431K
FA
2457
Fagan Associates
New York
$429K -$7.27K -33 -2%
DAM
2458
Diamant Asset Management
Connecticut
$428K
KPWG
2459
KFA Private Wealth Group
Virginia
$428K
CWM
2460
Cahaba Wealth Management
Georgia
$427K -$58.1K -264 -13%
UWM
2461
USAdvisors Wealth Management
Minnesota
$426K -$136K -618 -25%
ESCM
2462
Echo Street Capital Management
New York
$425K +$404K +1,833 New
ACM
2463
AUA Capital Management
Pennsylvania
$423K
FIA
2464
Foundations Investment Advisors
Arizona
$422K -$69.8K -317 -15%
RVPG
2465
Relative Value Partners Group
$422K
CRIG
2466
Charter Research & Investment Group
Connecticut
$419K -$6.61K -30 -2%
MS
2467
Maven Securities
Jersey
$418K -$403K -1,830 -50%
ABTD
2468
Arvest Bank Trust Division
Oklahoma
$418K -$103K -470 -21%
BI
2469
Ballast Inc
Kentucky
$418K
PCTC
2470
Perkins Coie Trust Company
Washington
$417K -$18.9K -86 -5%
TWP
2471
Tower Wealth Partners
Pennsylvania
$417K +$396K +1,800 New
KLWA
2472
Kelly Lawrence W & Associates
California
$416K -$7.71K -35 -2%
STC
2473
Sarah T. Connolly
$416K +$395K +1,795 New
OWA
2474
One Wealth Advisors
California
$415K -$22.9K -104 -5%
CF
2475
Corrigan Financial
Rhode Island
$414K +$66.1K +300 +20%

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.