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Berkshire Hathaway Class A
BRK.A

935 hedge funds and large institutions have $35.8B invested in Berkshire Hathaway Class A in 2020 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 82 increasing their positions, 144 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $30.9B → $35.8B (+$4.97B)

1% more funds holding in top 10

Funds holding in top 10: 93 → 94 (+1)

1% less funds holding

Funds holding: 944 → 935 (-9)

5% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 40

3.27% less ownership

Funds ownership: 25.9% → 22.63% (-3.3%)

43% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 144

Holders
935
Holders Change
-9
Holders Change %
-0.95%
% of All Funds
18.87%
Holding in Top 10
94
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.08%
% of All Funds
1.9%
New
38
Increased
82
Reduced
144
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BRWM
B. Riley Wealth Management
Tennessee
+$813M
2
UBS Group
UBS Group
Switzerland
+$217M
3
WPP
Whalerock Point Partners
Rhode Island
+$97.9M
4
Chevy Chase Trust
Chevy Chase Trust
Maryland
+$61.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$44.8M

Top Sellers

Rank Fund Capital Flow
1
TIA
Traphagen Investment Advisors
New Jersey
-$3.27B
2
DCM
Donaldson Capital Management
Indiana
-$1.93B
3
HAG
HighPoint Advisor Group
Illinois
-$392M
4
EIG
EdgePoint Investment Group
Ontario, Canada
-$345M
5
ACP
Aviance Capital Partners
Florida
-$304M
Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
451
Narwhal Capital Management
Georgia
$1.6M – – –
NSIM
452
North Star Investment Management
Illinois
$1.6M – – –
PNAA
453
Pictet North America Advisors
Switzerland
$1.6M – – –
PFA
454
Pinnacle Family Advisors
Missouri
$1.6M – – –
RC
455
RBO & Co
California
$1.6M – – –
RHFI
456
Reilly Herbert Faulkner III
$1.6M – – –
TFO
457
Tarbox Family Office
California
$1.6M – – –
Bank Julius Baer & Co
458
Bank Julius Baer & Co
Switzerland
$1.6M +$307K +1 +25%
CPA
459
Capital Planning Advisors
California
$1.6M +$307K +1 +25%
CG
460
Caprock Group
Idaho
$1.6M +$921K +3 +150%
Thrivent Financial for Lutherans
461
Thrivent Financial for Lutherans
Minnesota
$1.6M +$1.23M +4 +400%
AIS
462
AM Investment Strategies
Tennessee
$1.6M +$1.53M +5 New
MSR
463
Main Street Research
Connecticut
$1.6M +$1.53M +5 New
PSP
464
Principal Street Partners
Tennessee
$1.6M +$1.53M +5 New
RIA
465
Realta Investment Advisors
Delaware
$1.6M +$1.53M +5 New
RCA
466
Rex Capital Advisors
Rhode Island
$1.6M +$1.53M +5 New
IF
467
Intrua Financial
Texas
$1.37M – – –
Squarepoint
468
Squarepoint
New York
$1.28M -$614K -2 -33%
SWP
469
Stratos Wealth Partners
Ohio
$1.28M -$614K -2 -33%
CFB
470
Cullen/Frost Bankers
Texas
$1.28M -$307K -1 -20%
FIB
471
First Interstate Bank
Montana
$1.28M -$307K -1 -20%
Sumitomo Mitsui Trust Group
472
Sumitomo Mitsui Trust Group
Japan
$1.28M -$307K -1 -20%
AWM
473
Avior Wealth Management
Nebraska
$1.28M – – –
AWM
474
Avondale Wealth Management
Texas
$1.28M – – –
BHWM
475
Bay Harbor Wealth Management
Maryland
$1.28M – – –
17 18
19
20 21

BRK.A Hedge Fund Activity: Q3 2020 in Review

935 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q3 2020, worth a combined $35.8B — up 16% from $30.9B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of BRK.A and 38 opened new positions — a net loss of 2 holders — while 144 trimmed existing stakes and 82 added.

The largest buyer was B. Riley Wealth Management, opening a new position worth an estimated $813M. The largest seller was Traphagen Investment Advisors, cutting an estimated $3.27B.

  • 935 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q3 2020, down from 944 in Q2 2020.
  • Funds reported $35.8B of Berkshire Hathaway Class A stock for Q3 2020, up 16% quarter-over-quarter.
  • 38 funds opened new Berkshire Hathaway Class A positions in Q3 2020 and 40 closed out, a net change of -2 holders.
  • The largest Berkshire Hathaway Class A buyer in Q3 2020 was B. Riley Wealth Management, an estimated $813M added.
  • The largest Berkshire Hathaway Class A seller in Q3 2020 was Traphagen Investment Advisors, an estimated $3.27B sold.

Based on aggregated 13F filings for Q3 2020.