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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
LNC
526
Lincoln National Corp
Pennsylvania
$960K -$921K -3 -50%
FIM
527
Fernwood Investment Management
Massachusetts
$960K -$614K -2 -40%
GC
528
Grace Capital
Massachusetts
$960K -$614K -2 -40%
ACM
529
AKRE Capital Management
Virginia
$960K – – –
AllianceBernstein
530
AllianceBernstein
Tennessee
$960K – – –
AAMC
531
Asset Allocation & Management Company
Illinois
$960K – – –
BIC
532
Beach Investment Counsel
Pennsylvania
$960K – – –
BCAM
533
Boston Common Asset Management
Massachusetts
$960K – – –
BFO
534
Boston Family Office
Massachusetts
$960K – – –
BFM
535
Boston Financial Management
Massachusetts
$960K – – –
B
536
Bridgeworth
Alabama
$960K – – –
CB
537
Cadence Bank
Mississippi
$960K – – –
CNAM
538
Campbell Newman Asset Management
Wisconsin
$960K – – –
CC
539
Capital Counsel
New York
$960K – – –
CIA
540
Capital Investment Advisors
Georgia
$960K – – –
CCC
541
Chelsea Counsel Company
California
$960K – – –
CC
542
Chicago Capital
Illinois
$960K – – –
CAM
543
Claret Asset Management
Quebec, Canada
$960K – – –
CWM
544
Cornerstone Wealth Management
Missouri
$960K – – –
CFS
545
CRA Financial Services
New Jersey
$960K – – –
DC
546
DeDora Capital
California
$960K – – –
Dimensional Fund Advisors
547
Dimensional Fund Advisors
Texas
$960K – – –
Edgewood Management
548
Edgewood Management
Connecticut
$960K – – –
FWP
549
FAS Wealth Partners
Kansas
$960K – – –
FG
550
Fiduciary Group
Georgia
$960K – – –
20 21
22
23 24

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.