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Berkshire Hathaway Class A
BRK.A

935 hedge funds and large institutions have $35.8B invested in Berkshire Hathaway Class A in 2020 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 82 increasing their positions, 144 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $30.9B → $35.8B (+$4.97B)

1% more funds holding in top 10

Funds holding in top 10: 93 → 94 (+1)

1% less funds holding

Funds holding: 944 → 935 (-9)

5% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 40

3.27% less ownership

Funds ownership: 25.9% → 22.63% (-3.3%)

43% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 144

Holders
935
Holders Change
-9
Holders Change %
-0.95%
% of All Funds
18.87%
Holding in Top 10
94
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.08%
% of All Funds
1.9%
New
38
Increased
82
Reduced
144
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BRWM
B. Riley Wealth Management
Tennessee
+$813M
2
UBS Group
UBS Group
Switzerland
+$217M
3
WPP
Whalerock Point Partners
Rhode Island
+$97.9M
4
Chevy Chase Trust
Chevy Chase Trust
Maryland
+$61.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$44.8M

Top Sellers

Rank Fund Capital Flow
1
TIA
Traphagen Investment Advisors
New Jersey
-$3.27B
2
DCM
Donaldson Capital Management
Indiana
-$1.93B
3
HAG
HighPoint Advisor Group
Illinois
-$392M
4
EIG
EdgePoint Investment Group
Ontario, Canada
-$345M
5
ACP
Aviance Capital Partners
Florida
-$304M
Name Holding Trade Value Shares
Change 		Change in
Stake
KJHP
251
K.J. Harrison & Partners
Ontario, Canada
$4.48M – – –
BDWM
252
Brewin Dolphin Wealth Management
Ireland
$4.48M – – –
SRC
253
Shufro Rose & Co
New York
$4.48M -$1.84M -6 -30%
TM
254
Tikvah Management
North Carolina
$4.48M -$1.84M -6 -30%
BEAM
255
Baker Ellis Asset Management
Washington
$4.48M – – –
Credit Agricole
256
Credit Agricole
France
$4.48M – – –
FCI
257
Financial Counselors Inc
Kansas
$4.48M – – –
Mackenzie Financial
258
Mackenzie Financial
Ontario, Canada
$4.48M – – –
Skandinaviska Enskilda Banken (SEB)
259
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.48M – – –
SWM
260
SVA Wealth Management
Wisconsin
$4.48M – – –
WSTAM
261
Wilbanks Smith & Thomas Asset Management
Virginia
$4.48M – – –
Schroder Investment Management Group
262
Schroder Investment Management Group
United Kingdom
$4.45M -$614K -2 -13%
Carson Wealth (CWM LLC)
263
Carson Wealth (CWM LLC)
Nebraska
$4.19M – – –
EWM
264
Evercore Wealth Management
New York
$4.16M – – –
EW
265
Evoke Wealth
California
$4.16M – – –
KFC
266
Klingenstein Fields & Co
New York
$4.16M – – –
Mercer Global Advisors
267
Mercer Global Advisors
Colorado
$4.16M – – –
MJRIC
268
Mogy Joel R Investment Counsel
California
$4.16M – – –
PCI
269
Pacifica Capital Investments
Texas
$4.16M – – –
SBIA
270
Sheaff Brock Investment Advisors
Indiana
$4.16M – – –
Comerica Bank
271
Comerica Bank
Texas
$4.15M – – –
1832 Asset Management
272
1832 Asset Management
Ontario, Canada
$3.84M – – –
BF
273
BOK Financial
Oklahoma
$3.84M -$1.84M -6 -33%
Northwestern Mutual Wealth Management
274
Northwestern Mutual Wealth Management
Wisconsin
$3.84M -$614K -2 -14%
CIC
275
Carnegie Investment Counsel
Ohio
$3.84M -$307K -1 -8%
9 10
11
12 13

BRK.A Hedge Fund Activity: Q3 2020 in Review

935 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q3 2020, worth a combined $35.8B — up 16% from $30.9B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of BRK.A and 38 opened new positions — a net loss of 2 holders — while 144 trimmed existing stakes and 82 added.

The largest buyer was B. Riley Wealth Management, opening a new position worth an estimated $813M. The largest seller was Traphagen Investment Advisors, cutting an estimated $3.27B.

  • 935 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q3 2020, down from 944 in Q2 2020.
  • Funds reported $35.8B of Berkshire Hathaway Class A stock for Q3 2020, up 16% quarter-over-quarter.
  • 38 funds opened new Berkshire Hathaway Class A positions in Q3 2020 and 40 closed out, a net change of -2 holders.
  • The largest Berkshire Hathaway Class A buyer in Q3 2020 was B. Riley Wealth Management, an estimated $813M added.
  • The largest Berkshire Hathaway Class A seller in Q3 2020 was Traphagen Investment Advisors, an estimated $3.27B sold.

Based on aggregated 13F filings for Q3 2020.