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Berkshire Hathaway Class A
BRK.A

948 hedge funds and large institutions have $37.7B invested in Berkshire Hathaway Class A in 2020 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 107 increasing their positions, 148 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 49

6% more funds holding in top 10

Funds holding in top 10: 101 → 107 (+6)

0% more funds holding

Funds holding: 944 → 948 (+4)

22% less capital invested

Capital invested by funds: $48.1B → $37.7B (-$10.5B)

28% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 148

69.62% less ownership

Funds ownership: 97.73% → 28.12% (-70%)

Holders
948
Holders Change
+4
Holders Change %
+0.42%
% of All Funds
20.89%
Holding in Top 10
107
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.94%
% of All Funds
2.36%
New
62
Increased
107
Reduced
148
Closed
49
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TIA
Traphagen Investment Advisors
New Jersey
+$781M
2
HighTower Advisors
HighTower Advisors
Illinois
+$716M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$101M
4
SCM
Stellar Capital Management
Arizona
+$63.1M
5
WRM
Weybosset Research & Management
Rhode Island
+$63.1M

Top Sellers

Rank Fund Capital Flow
1
M&T Bank
M&T Bank
New York
-$146B
2
EW
Evoke Wealth
California
-$6.8B
3
CIC
Chilton Investment Company
Connecticut
-$5.87B
4
Capital World Investors
Capital World Investors
California
-$661M
5
SBL
Sargent Bickham Lagudis
Colorado
-$414M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
351
Commerzbank Aktiengesellschaft
Germany
$2.18M -$10.8M -34 -81%
OC
352
Oppenheimer & Co
New York
$2.18M -$3.82M -12 -60%
MMA
353
Miracle Mile Advisors
California
$2.18M -$1.91M -6 Closed
FMBTD
354
First Midwest Bank Trust Division
Illinois
$2.18M -$1.27M -4 -33%
GIM
355
Goelzer Investment Management
Indiana
$2.18M -$319K -1 -11%
AC
356
Almitas Capital
California
$2.18M – – –
BFA
357
Bragg Financial Advisors
North Carolina
$2.18M – – –
BBNA
358
Bremer Bank National Association
Minnesota
$2.18M – – –
CAM
359
Cidel Asset Management
Ontario, Canada
$2.18M – – –
CCM
360
Compass Capital Management
Minnesota
$2.18M – – –
DCM
361
Dimension Capital Management
Florida
$2.18M – – –
Jones Financial Companies
362
Jones Financial Companies
Missouri
$2.18M – – –
NG
363
Northstar Group
New York
$2.18M – – –
PGIM
364
Pacific Global Investment Management
California
$2.18M – – –
PAM
365
Paradigm Asset Management
New York
$2.18M – – –
PL
366
Parthenon LLC
Kentucky
$2.18M – – –
PIA
367
Perennial Investment Advisors
California
$2.18M – – –
ST
368
Spinnaker Trust
Maine
$2.18M – – –
SPIA
369
Steward Partners Investment Advisory
New York
$2.18M – – –
TAM
370
Taurus Asset Management
New York
$2.18M – – –
TSW
371
Thompson Siegel & Walmsley
Virginia
$2.18M – – –
AAS
372
Avantax Advisory Services
Texas
$2.18M +$319K +1 +14%
Fiera Capital (Canada)
373
Fiera Capital (Canada)
Quebec, Canada
$2.18M +$319K +1 +14%
MA
374
MUFG Americas
New York
$2.18M +$637K +2 +33%
ABC
375
Associated Banc-Corp
Wisconsin
$2.18M +$1.59M +5 +167%
13 14
15
16 17

BRK.A Hedge Fund Activity: Q1 2020 in Review

948 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q1 2020, worth a combined $37.7B — down 22% from $48.1B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new BRK.A positions and 49 closed out — a net gain of 13 holders — while 107 added to existing stakes and 148 trimmed.

The largest buyer was Traphagen Investment Advisors, adding an estimated $781M. The largest seller was M&T Bank, cutting an estimated $146B.

  • 948 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q1 2020, up from 944 in Q4 2019.
  • Funds reported $37.7B of Berkshire Hathaway Class A stock for Q1 2020, down 22% quarter-over-quarter.
  • 62 funds opened new Berkshire Hathaway Class A positions in Q1 2020 and 49 closed out, a net change of +13 holders.
  • The largest Berkshire Hathaway Class A buyer in Q1 2020 was Traphagen Investment Advisors, an estimated $781M added.
  • The largest Berkshire Hathaway Class A seller in Q1 2020 was M&T Bank, an estimated $146B sold.

Based on aggregated 13F filings for Q1 2020.