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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
Morgan Stanley
26
Morgan Stanley
New York
$256M +$9.26M +28 +4%
TAM
27
Troy Asset Management
United Kingdom
$240M +$4.3M +13 +2%
BIM
28
Baldwin Investment Management
Pennsylvania
$202M -$662K -2 -0.3%
EVM
29
Eaton Vance Management
Massachusetts
$200M +$7.94M +24 +4%
WIM
30
Weitz Investment Management
Nebraska
$194M – – –
Capital World Investors
31
Capital World Investors
California
$190M -$39M -118 -18%
VAM
32
Vontobel Asset Management
New York
$181M -$8.6M -26 -5%
WM
33
WS Management
Florida
$175M – – –
BBHC
34
Brown Brothers Harriman & Co
New York
$163M -$7.61M -23 -5%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$153M -$14.2M -43 -9%
Wells Fargo
36
Wells Fargo
California
$147M +$3.97M +12 +3%
NU
37
Northwestern University
Illinois
$145M -$12.9M -39 -9%
Fayez Sarofim & Co
38
Fayez Sarofim & Co
Texas
$143M -$2.65M -8 -2%
CG
39
Colony Group
Massachusetts
$140M – – –
AH
40
Allen Holding
New York
$130M -$8.27M -25 -6%
TAM
41
Timucuan Asset Management
Florida
$129M – – –
HHAA
42
Henry H. Armstrong Associates
Pennsylvania
$125M -$331K -1 -0.3%
PCM
43
Punch Card Management
Florida
$121M – – –
HCA
44
Hyperion Capital Advisors
New York
$116M – – –
Northern Trust
45
Northern Trust
Illinois
$113M +$24.8M +75 +30%
CI Investments Inc
46
CI Investments Inc
Ontario, Canada
$109M -$7.94M -24 -7%
BIM
47
Bridges Investment Management
Nebraska
$107M -$992K -3 -1%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$106M -$3.31M -10 -3%
CH
49
Canton Hathaway
Rhode Island
$106M -$3.31M -10 -3%
IFLIT
50
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$104M – – –
1
2
3 4 5

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.