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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
Mercer Global Advisors
276
Mercer Global Advisors
Colorado
$4.52M – – –
MJRIC
277
Mogy Joel R Investment Counsel
California
$4.52M – – –
PCI
278
Pacifica Capital Investments
Texas
$4.52M – – –
SBIA
279
Sheaff Brock Investment Advisors
Indiana
$4.52M – – –
ISL
280
Ingalls & Snyder LLC
New York
$4.52M +$4.3M +13 New
KFC
281
Klingenstein Fields & Co
New York
$4.52M – – –
Carson Wealth (CWM LLC)
282
Carson Wealth (CWM LLC)
Nebraska
$4.19M – – –
1832 Asset Management
283
1832 Asset Management
Ontario, Canada
$4.18M – – –
Schroder Investment Management Group
284
Schroder Investment Management Group
United Kingdom
$4.17M -$662K -2 -14%
BG
285
Bahl & Gaynor
Ohio
$4.17M – – –
BMO
286
Beck Mack & Oliver
New York
$4.17M – – –
CIC
287
Carnegie Investment Counsel
Ohio
$4.17M – – –
CI
288
Conning Inc
Connecticut
$4.17M – – –
CPIA
289
Cornell Pochily Investment Advisors
New York
$4.17M – – –
FMTC
290
Farmers & Merchants Trust Company
California
$4.17M – – –
JWBC
291
John W. Bristol & Co
New York
$4.17M – – –
ONB
292
Old National Bancorp
Indiana
$4.17M – – –
WF
293
WoodTrust Financial
Wisconsin
$4.17M – – –
Arrowstreet Capital
294
Arrowstreet Capital
Massachusetts
$4.17M +$992K +3 +33%
CB
295
Commerce Bank
Missouri
$4.17M +$1.98M +6 +100%
S
296
swisspartners
Liechtenstein
$4.11M +$3.97M +12 New
BF
297
BOK Financial
Oklahoma
$3.83M -$331K -1 -8%
Northwestern Mutual Wealth Management
298
Northwestern Mutual Wealth Management
Wisconsin
$3.83M -$331K -1 -8%
BBI
299
Baxter Bros Inc
Connecticut
$3.83M – – –
CPSAC
300
Chas P. Smith & Associates (CPS)
Florida
$3.83M – – –
10 11
12
13 14

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.