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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
FWM
301
Frontier Wealth Management
Missouri
$3.83M – – –
HKAM
302
Horizon Kinetics Asset Management
New York
$3.83M – – –
RCC
303
Red Cedar Capital
Nebraska
$3.83M – – –
UR
304
USCA RIA
Texas
$3.83M – – –
CIC
305
Crawford Investment Counsel
Georgia
$3.83M +$331K +1 +10%
CAPTRUST Financial Advisors
306
CAPTRUST Financial Advisors
North Carolina
$3.83M +$662K +2 +22%
SC
307
Schulhoff & Co
Ohio
$3.83M – – –
OLA
308
Oliver Luxxe Assets
New Jersey
$3.5M – – –
AAS
309
Avantax Advisory Services
Texas
$3.48M -$3.64M -11 -52%
KPCM
310
Kings Point Capital Management
New York
$3.48M -$662K -2 -17%
FNFDCM
311
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.48M -$331K -1 -9%
FDCC
312
Foster Dykema Cabot & Co
Massachusetts
$3.48M -$331K -1 -9%
AIM
313
Allen Investment Management
New York
$3.48M – – –
AAM
314
Anglepoint Asset Management
Cayman Islands
$3.48M – – –
BFIM
315
Beese Fulmer Investment Management
Ohio
$3.48M – – –
CNBTD
316
Citizens National Bank Trust Department
Mississippi
$3.48M – – –
CK
317
Cohen Klingenstein
New York
$3.48M – – –
CIM
318
Courant Investment Management
Tennessee
$3.48M – – –
GC
319
GFG Capital
Florida
$3.48M – – –
GW
320
GW & Wade
Massachusetts
$3.48M – – –
IB
321
Intrust Bank
Kansas
$3.48M – – –
LCOV
322
London Company of Virginia
Virginia
$3.48M – – –
NC
323
Naman Capital
Brazil
$3.48M – – –
NRS
324
Neville Rodie & Shaw
New York
$3.48M – – –
SFFS
325
Stonehage Fleming Financial Services
Jersey
$3.48M – – –
11 12
13
14 15

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.