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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
GWM
351
Geneos Wealth Management
Colorado
$3.09M – – –
DekaBank Deutsche Girozentrale
352
DekaBank Deutsche Girozentrale
Germany
$3.08M -$992K -3 -25%
PCH
353
PGIM Custom Harvest
New Jersey
$2.82M +$2.65M +8 New
GIM
354
Guardian Investment Management
California
$2.81M +$4B +12,101 New
ANBT
355
American National Bank & Trust
Texas
$2.78M -$331K -1 -11%
NA
356
Nottingham Advisors
New York
$2.78M -$331K -1 -11%
RG
357
Rathbones Group
United Kingdom
$2.78M -$331K -1 -11%
AC
358
Almitas Capital
California
$2.78M – – –
BFA
359
Bragg Financial Advisors
North Carolina
$2.78M – – –
CAM
360
Cidel Asset Management
Ontario, Canada
$2.78M – – –
CCM
361
Compass Capital Management
Minnesota
$2.78M – – –
CAMG
362
CWA Asset Management Group
Florida
$2.78M – – –
ECG
363
Edge Capital Group
Georgia
$2.78M – – –
FNBT
364
FineMark National Bank & Trust
Florida
$2.78M – – –
GC
365
Giverny Capital
Quebec, Canada
$2.78M – – –
Jones Financial Companies
366
Jones Financial Companies
Missouri
$2.78M – – –
Kovitz Investment Group Partners
367
Kovitz Investment Group Partners
Illinois
$2.78M – – –
MA
368
MUFG Americas
New York
$2.78M – – –
NG
369
Northstar Group
New York
$2.78M – – –
PCM
370
Palisade Capital Management
New Jersey
$2.78M – – –
SFS
371
Sowell Financial Services
Arkansas
$2.78M – – –
TSW
372
Thompson Siegel & Walmsley
Virginia
$2.78M – – –
Citadel Advisors
373
Citadel Advisors
Florida
$2.78M +$662K +2 +33%
KPW
374
Kore Private Wealth
New York
$2.78M +$2.32M +7 +700%
SMA
375
Sage Mountain Advisors
Georgia
$2.78M +$2.65M +8 New
13 14
15
16 17

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.