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Berkshire Hathaway Class A
BRK.A

Overview Fund Activity

990 hedge funds and large institutions have $38.5B 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
Holders
990
Holders Change
+58
Holders Change %
+6.22%
% 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

1
BO
BRR OpCo
Ohio
+$50.1M
2
BlackRock
BlackRock
New York
+$45.6M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$44.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$42.8M
5
Norges Bank
Norges Bank
Norway
+$39.7M

Top Sellers

1
HAG
HighPoint Advisor Group
Illinois
-$8.35B
2
First Manhattan
First Manhattan
New York
-$349M
3
WPP
Whalerock Point Partners
Rhode Island
-$111M
4
EIG
EdgePoint Investment Group
Ontario, Canada
-$89.6M
5
Chevy Chase Trust
Chevy Chase Trust
Maryland
-$69.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
VC
251
Vicus Capital
Pennsylvania
$5.22M – – –
AI
252
Atom Investors
Texas
$5.22M – – –
FT
253
Fiduciary Trust
Massachusetts
$5.22M – – –
CAM
254
Carret Asset Management
New York
$5.22M – – –
GLLW
255
Graves Light Lenhart Wealth
Virginia
$5.22M – – –
FCI
256
Financial Counselors Inc
Kansas
$5.22M +$348K +1 +7%
Robeco Institutional Asset Management
257
Robeco Institutional Asset Management
Netherlands
$5.22M +$5.22M +15 New
BFS
258
Bard Financial Services
Connecticut
$5.22M +$5.22M +15 New
AWA
259
Arete Wealth Advisors
Illinois
$5.21M – – –
TA
260
Tiedemann Advisors
New York
$4.87M -$348K -1 -7%
BDWM
261
Brewin Dolphin Wealth Management
Ireland
$4.87M – – –
Luther King Capital Management (LKCM)
262
Luther King Capital Management (LKCM)
Texas
$4.87M -$348K -1 -7%
WSTAM
263
Wilbanks Smith & Thomas Asset Management
Virginia
$4.87M – – –
SRC
264
Shufro Rose & Co
New York
$4.87M – – –
SWM
265
SVA Wealth Management
Wisconsin
$4.87M – – –
TM
266
Tikvah Management
North Carolina
$4.87M – – –
KJHP
267
K.J. Harrison & Partners
Ontario, Canada
$4.87M – – –
RHBC
268
R.H. Bluestein & Co
Michigan
$4.87M +$1.39M +4 +40%
APA
269
Allegiant Private Advisors
Florida
$4.87M +$4.87M +14 New
EWM
270
Evercore Wealth Management
New York
$4.86M +$347K +1 +8%
Comerica Bank
271
Comerica Bank
Texas
$4.56M – – –
CTC
272
Central Trust Company
Missouri
$4.52M -$3.13M -9 -41%
VFA
273
Valeo Financial Advisors
Indiana
$4.52M -$1.04M -3 -19%
BEAM
274
Baker Ellis Asset Management
Washington
$4.52M -$348K -1 -7%
MJRIC
275
Mogy Joel R Investment Counsel
California
$4.52M – – –
9 10
11
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