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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
VC
426
Vestor Capital
Illinois
$2.09M – – –
WT
427
Washington Trust
Rhode Island
$2.09M – – –
BP
428
Ballentine Partners
Massachusetts
$2.09M +$662K +2 +50%
LWCFA
429
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.09M +$662K +2 +50%
NFG
430
Nations Financial Group
Iowa
$2.09M +$662K +2 +50%
ZCA
431
Zeke Capital Advisors
Pennsylvania
$2.09M +$1.32M +4 +200%
BSG
432
Black Swift Group
Colorado
$2.09M +$1.98M +6 New
BDFN
433
Bond & Devick Financial Network
Minnesota
$2.09M +$1.98M +6 New
ECM
434
ExodusPoint Capital Management
New York
$2.09M +$1.98M +6 New
TI
435
Truepoint Inc
Ohio
$2.09M +$1.98M +6 New
CT
436
Caldwell Trust
Florida
$2.09M – – –
AIP
437
Ameritas Investment Partners
Nebraska
$2.09M – – –
Geode Capital Management
438
Geode Capital Management
Massachusetts
$2.09M – – –
OC
439
Oppenheimer & Co
New York
$2.06M – – –
Vontobel Holding
440
Vontobel Holding
Switzerland
$1.79M +$1.65M +5 New
SG Americas Securities
441
SG Americas Securities
New York
$1.74M -$4.3M -13 -72%
CCM
442
Coldstream Capital Management
Washington
$1.74M -$331K -1 -17%
ET
443
Equitable Trust
Tennessee
$1.74M -$331K -1 -17%
MFG
444
Magnus Financial Group
New York
$1.74M -$331K -1 -17%
AWM
445
Altium Wealth Management
New York
$1.74M – – –
AIS
446
AM Investment Strategies
Tennessee
$1.74M – – –
Aristotle Capital Management
447
Aristotle Capital Management
California
$1.74M – – –
AI
448
Atria Investments
North Carolina
$1.74M – – –
BPC
449
Banque Pictet & Cie
Switzerland
$1.74M – – –
BFEC
450
Benjamin F. Edwards & Company
Missouri
$1.74M – – –
16 17
18
19 20

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.