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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
EIA
451
Edgemoor Investment Advisors
Maryland
$1.36M – – –
FIB
452
First Interstate Bank
Montana
$1.36M – – –
FMC
453
First Merchants Corp
Indiana
$1.36M – – –
Flossbach Von Storch
454
Flossbach Von Storch
Germany
$1.36M – – –
FRM
455
Foundation Resource Management
Arkansas
$1.36M – – –
JCM
456
Jacobi Capital Management
Pennsylvania
$1.36M – – –
LWCFA
457
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.36M – – –
LBC
458
Lowe Brockenbrough & Co
Virginia
$1.36M – – –
LSA
459
L & S Advisors
California
$1.36M – – –
LWS
460
Lucia Wealth Services
California
$1.36M – – –
MCM
461
MAI Capital Management
Ohio
$1.36M – – –
MPM
462
Meritage Portfolio Management
Kansas
$1.36M – – –
MCMT
463
Moon Capital Management (Tennessee)
Tennessee
$1.36M – – –
MIM
464
Moseley Investment Management
Florida
$1.36M – – –
NFG
465
Nations Financial Group
Iowa
$1.36M – – –
NSIM
466
North Star Investment Management
Illinois
$1.36M – – –
PNAA
467
Pictet North America Advisors
Switzerland
$1.36M – – –
RC
468
RBO & Co
California
$1.36M – – –
RHFI
469
Reilly Herbert Faulkner III
$1.36M – – –
SWP
470
Stratos Wealth Partners
Ohio
$1.36M – – –
TFO
471
Tarbox Family Office
California
$1.36M – – –
ET
472
Equitable Trust
Tennessee
$1.36M +$319K +1 +25%
KS
473
Karpas Strategies
Connecticut
$1.36M +$319K +1 +25%
DIM
474
Delta Investment Management
California
$1.36M +$1.59M +5 New
MFG
475
Magnus Financial Group
New York
$1.36M +$1.59M +5 New
17 18
19
20 21

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.