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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
SNBOSCI
326
Security National Bank of Sioux City Iowa
Iowa
$2.88M -$307K -1 -10%
ANBT
327
American National Bank & Trust
Texas
$2.88M – – –
ATC
328
Argent Trust Co
Tennessee
$2.88M – – –
BIAS
329
Beacon Investment Advisory Services
New Jersey
$2.88M – – –
BA
330
Birinyi Associates
Connecticut
$2.88M – – –
NA
331
Nottingham Advisors
New York
$2.88M – – –
PGIM
332
Pacific Global Investment Management
California
$2.88M – – –
PWP
333
Principle Wealth Partners
Connecticut
$2.88M – – –
RG
334
Rathbones Group
United Kingdom
$2.88M – – –
RGC
335
Roberts, Glore & Co
Illinois
$2.88M – – –
SDIC
336
South Dakota Investment Council
South Dakota
$2.88M – – –
WKWM
337
Walter & Keenan Wealth Management
Indiana
$2.88M – – –
WC
338
Weil Company
California
$2.88M – – –
BBNA
339
Bremer Bank National Association
Minnesota
$2.88M +$307K +1 +13%
Fisher Asset Management
340
Fisher Asset Management
Washington
$2.88M +$1.84M +6 +200%
B
341
Bellecapital
Switzerland
$2.88M +$2.45M +8 +800%
SMH
342
Sanders Morris Harris
Texas
$2.87M – – –
CAPTRUST Financial Advisors
343
CAPTRUST Financial Advisors
North Carolina
$2.87M -$921K -3 -25%
AWS
344
Arkfeld Wealth Strategies
Nebraska
$2.86M – – –
PAG
345
Private Advisor Group
New Jersey
$2.77M -$307K -1 -10%
PAM
346
Paradigm Asset Management
New York
$2.56M – – –
Fiera Capital (Canada)
347
Fiera Capital (Canada)
Quebec, Canada
$2.56M -$921K -3 -27%
SFS
348
Sowell Financial Services
Arkansas
$2.56M -$921K -3 -27%
Kovitz Investment Group Partners
349
Kovitz Investment Group Partners
Illinois
$2.56M -$307K -1 -11%
AF
350
Allworth Financial
California
$2.56M – – –
12 13
14
15 16

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.