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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
BG
276
Bahl & Gaynor
Ohio
$3.84M – – –
BMO
277
Beck Mack & Oliver
New York
$3.84M – – –
Bessemer Group
278
Bessemer Group
New Jersey
$3.84M – – –
CI
279
Conning Inc
Connecticut
$3.84M – – –
CPIA
280
Cornell Pochily Investment Advisors
New York
$3.84M – – –
EWA
281
Exencial Wealth Advisors
Oklahoma
$3.84M – – –
FMTC
282
Farmers & Merchants Trust Company
California
$3.84M – – –
JWBC
283
John W. Bristol & Co
New York
$3.84M – – –
KPCM
284
Kings Point Capital Management
New York
$3.84M – – –
ONB
285
Old National Bancorp
Indiana
$3.84M – – –
WF
286
WoodTrust Financial
Wisconsin
$3.84M – – –
DekaBank Deutsche Girozentrale
287
DekaBank Deutsche Girozentrale
Germany
$3.74M -$307K -1 -8%
AWM
288
AE Wealth Management
Kansas
$3.52M -$921K -3 -21%
BBI
289
Baxter Bros Inc
Connecticut
$3.52M – – –
CPSAC
290
Chas P. Smith & Associates (CPS)
Florida
$3.52M – – –
FNFDCM
291
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.52M – – –
FDCC
292
Foster Dykema Cabot & Co
Massachusetts
$3.52M – – –
FWM
293
Frontier Wealth Management
Missouri
$3.52M – – –
HKAM
294
Horizon Kinetics Asset Management
New York
$3.52M – – –
JWM
295
Jupiter Wealth Management
Colorado
$3.52M – – –
RCC
296
Red Cedar Capital
Nebraska
$3.52M – – –
SC
297
Schulhoff & Co
Ohio
$3.52M – – –
UR
298
USCA RIA
Texas
$3.52M – – –
Chevy Chase Trust
299
Chevy Chase Trust
Maryland
$3.51M +$61.4M +200 +2,222%
NC
300
Naman Capital
Brazil
$3.28M – – –
10 11
12
13 14

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.