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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
ABC
376
Associated Banc-Corp
Wisconsin
$2.78M – – –
ST
377
Spinnaker Trust
Maine
$2.78M – – –
HAG
378
HighPoint Advisor Group
Illinois
$2.54M -$7.63B -23,055 -100%
EW
379
Evoke Wealth
California
$2.44M -$1.98M -6 -46%
SI
380
Stephens Inc
Arkansas
$2.44M -$992K -3 -30%
ERIM
381
Eagle Ridge Investment Management
Connecticut
$2.44M -$331K -1 -13%
Fiera Capital (Canada)
382
Fiera Capital (Canada)
Quebec, Canada
$2.44M -$331K -1 -13%
FMBTD
383
First Midwest Bank Trust Division
Illinois
$2.44M -$331K -1 -13%
PL
384
Parthenon LLC
Kentucky
$2.44M -$331K -1 -13%
AC
385
Alexandria Capital
Virginia
$2.44M – – –
AL
386
Aspiriant LLC
California
$2.44M – – –
BMC
387
Beaton Management Company
Massachusetts
$2.44M – – –
BFS
388
Bradley Foster & Sargent
Connecticut
$2.44M – – –
CBA
389
Coastal Bridge Advisors
Connecticut
$2.44M – – –
CRC
390
Curi RMB Capital
Illinois
$2.44M – – –
DDC
391
DF Dent & Co
Maryland
$2.44M – – –
MPI
392
Mairs & Power Inc
Minnesota
$2.44M – – –
MAA
393
Mraz Amerine & Associates
California
$2.44M – – –
MMHP
394
Murphy Middleton Hinkle & Parker
Georgia
$2.44M – – –
OCM
395
Osterweis Capital Management
California
$2.44M – – –
RWA
396
Ropes Wealth Advisors
Massachusetts
$2.44M – – –
RWP
397
RWA Wealth Partners
Massachusetts
$2.44M – – –
SIC
398
Salem Investment Counselors
North Carolina
$2.44M – – –
SC
399
Scotia Capital
Ontario, Canada
$2.44M – – –
SPIA
400
Steward Partners Investment Advisory
New York
$2.44M – – –
14 15
16
17 18

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.