We are live on ! Find out more
BRK.A icon

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
ST
526
Sentinel Trust
Texas
$1.39M – – –
SWP
527
Stratos Wealth Partners
Ohio
$1.39M – – –
TAM
528
Tocqueville Asset Management
New York
$1.39M – – –
WAP
529
Wealthcare Advisory Partners
Pennsylvania
$1.39M – – –
BCV
530
Banque Cantonale Vaudoise
Switzerland
$1.39M +$331K +1 +33%
EFSCE
531
Enterprise Financial Services Corp (EFSC)
Missouri
$1.39M +$992K +3 +300%
AFG
532
Allegheny Financial Group
Pennsylvania
$1.39M +$1.32M +4 New
BLAM
533
Bourne Lent Asset Management
New York
$1.39M +$1.32M +4 New
Cetera Investment Advisers
534
Cetera Investment Advisers
Illinois
$1.39M +$1.32M +4 New
VCP
535
Vista Capital Partners
Oregon
$1.07M -$38.7M -117 -2%
FMN
536
Financial Management Network
California
$1.06M +$992K +3 New
CB
537
Cadence Bank
Mississippi
$1.04M – – –
QP
538
Quilter Plc
United Kingdom
$1.04M – – –
VWA
539
V Wealth Advisors
Kansas
$1.04M +$662K +2 +200%
AWP
540
Abacus Wealth Partners
California
$1.04M +$992K +3 New
ACA
541
Atlas Capital Advisors
Wyoming
$1.04M +$98.2M +297 +9,900%
BIAS
542
Beacon Investment Advisory Services
New Jersey
$1.04M -$1.98M -6 -67%
Fisher Asset Management
543
Fisher Asset Management
Washington
$1.04M -$1.98M -6 -67%
BB
544
Busey Bank
Illinois
$1.04M -$331K -1 -25%
MIA
545
MainStreet Investment Advisors
Illinois
$1.04M -$331K -1 -25%
SC
546
SouthState Corp
Florida
$1.04M -$331K -1 -25%
WAM
547
World Asset Management
Michigan
$1.04M -$331K -1 -25%
ACM
548
AKRE Capital Management
Virginia
$1.04M – – –
AllianceBernstein
549
AllianceBernstein
Tennessee
$1.04M – – –
AAMC
550
Asset Allocation & Management Company
Illinois
$1.04M – – –
20 21
22
23 24

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.