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Berkshire Hathaway Class A
BRK.A

993 hedge funds and large institutions have $38.6B invested in Berkshire Hathaway Class A in 2020 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 82 increasing their positions, 149 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 32

8% more capital invested

Capital invested by funds: $35.8B → $38.6B (+$2.7B)

7.35% more ownership

Funds ownership: 22.63% → 29.98% (+7.3%)

6% more funds holding in top 10

Funds holding in top 10: 94 → 100 (+6)

6% more funds holding

Funds holding: 935 → 993 (+58)

45% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 149

Holders
993
Holders Change
+58
Holders Change %
+6.2%
% of All Funds
17.57%
Holding in Top 10
100
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.38%
% of All Funds
1.77%
New
99
Increased
82
Reduced
149
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SA
Sycale Advisors
New York
+$12.7B
2
BO
BRR OpCo
Ohio
+$4.76B
3
GIM
Guardian Investment Management
California
+$4B
4
WCA
Windsor Creek Advisors
Vermont
+$1.25B
5
BIM
Barton Investment Management
Pennsylvania
+$331M

Top Sellers

Rank Fund Capital Flow
1
HAG
HighPoint Advisor Group
Illinois
-$7.63B
2
First Manhattan
First Manhattan
New York
-$332M
3
WPP
Whalerock Point Partners
Rhode Island
-$106M
4
EIG
EdgePoint Investment Group
Ontario, Canada
-$89.6M
5
Chevy Chase Trust
Chevy Chase Trust
Maryland
-$66.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
251
Carret Asset Management
New York
$5.22M – – –
FT
252
Fiduciary Trust
Massachusetts
$5.22M – – –
FFA
253
First Foundation Advisors
California
$5.22M – – –
GLLW
254
Graves Light Lenhart Wealth
Virginia
$5.22M – – –
LKIM
255
Lawson Kroeker Investment Management
Nebraska
$5.22M – – –
VC
256
Vicus Capital
Pennsylvania
$5.22M – – –
FCI
257
Financial Counselors Inc
Kansas
$5.22M +$331K +1 +7%
BFS
258
Bard Financial Services
Connecticut
$5.22M +$4.96M +15 New
Robeco Institutional Asset Management
259
Robeco Institutional Asset Management
Netherlands
$5.22M +$4.96M +15 New
AWA
260
Arete Wealth Advisors
Illinois
$5.21M – – –
TA
261
Tiedemann Advisors
New York
$4.87M -$331K -1 -7%
BDWM
262
Brewin Dolphin Wealth Management
Ireland
$4.87M – – –
Luther King Capital Management (LKCM)
263
Luther King Capital Management (LKCM)
Texas
$4.87M -$331K -1 -7%
KJHP
264
K.J. Harrison & Partners
Ontario, Canada
$4.87M – – –
SRC
265
Shufro Rose & Co
New York
$4.87M – – –
SWM
266
SVA Wealth Management
Wisconsin
$4.87M – – –
TM
267
Tikvah Management
North Carolina
$4.87M – – –
WSTAM
268
Wilbanks Smith & Thomas Asset Management
Virginia
$4.87M – – –
RHBC
269
R.H. Bluestein & Co
Michigan
$4.87M +$1.32M +4 +40%
APA
270
Allegiant Private Advisors
Florida
$4.87M +$4.63M +14 New
EWM
271
Evercore Wealth Management
New York
$4.86M +$331K +1 +8%
Comerica Bank
272
Comerica Bank
Texas
$4.56M – – –
CTC
273
Central Trust Company
Missouri
$4.52M -$2.98M -9 -41%
VFA
274
Valeo Financial Advisors
Indiana
$4.52M -$992K -3 -19%
BEAM
275
Baker Ellis Asset Management
Washington
$4.52M -$331K -1 -7%
9 10
11
12 13

BRK.A Hedge Fund Activity: Q4 2020 in Review

993 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q4 2020, worth a combined $38.6B — up 7.5% from $35.8B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new BRK.A positions and 32 closed out — a net gain of 67 holders — while 82 added to existing stakes and 149 trimmed.

The largest buyer was Sycale Advisors, opening a new position worth an estimated $12.7B. The largest seller was HighPoint Advisor Group, cutting an estimated $7.63B.

  • 993 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q4 2020, up from 935 in Q3 2020.
  • Funds reported $38.6B of Berkshire Hathaway Class A stock for Q4 2020, up 7.5% quarter-over-quarter.
  • 99 funds opened new Berkshire Hathaway Class A positions in Q4 2020 and 32 closed out, a net change of +67 holders.
  • The largest Berkshire Hathaway Class A buyer in Q4 2020 was Sycale Advisors, an estimated $12.7B added.
  • The largest Berkshire Hathaway Class A seller in Q4 2020 was HighPoint Advisor Group, an estimated $7.63B sold.

Based on aggregated 13F filings for Q4 2020.