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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
BIC
551
Beach Investment Counsel
Pennsylvania
$1.04M – – –
BCAM
552
Boston Common Asset Management
Massachusetts
$1.04M – – –
BFO
553
Boston Family Office
Massachusetts
$1.04M – – –
BFM
554
Boston Financial Management
Massachusetts
$1.04M – – –
B
555
Bridgeworth
Alabama
$1.04M – – –
CIA
556
Capital Investment Advisors
Georgia
$1.04M – – –
CCC
557
Chelsea Counsel Company
California
$1.04M – – –
CC
558
Chicago Capital
Illinois
$1.04M – – –
CIBC Private Wealth Group
559
CIBC Private Wealth Group
Georgia
$1.04M – – –
CAM
560
Claret Asset Management
Quebec, Canada
$1.04M – – –
CWM
561
Cornerstone Wealth Management
Missouri
$1.04M – – –
DC
562
DeDora Capital
California
$1.04M – – –
Dimensional Fund Advisors
563
Dimensional Fund Advisors
Texas
$1.04M – – –
Edgewood Management
564
Edgewood Management
Connecticut
$1.04M – – –
FWP
565
FAS Wealth Partners
Kansas
$1.04M – – –
FIM
566
Fernwood Investment Management
Massachusetts
$1.04M – – –
FG
567
Fiduciary Group
Georgia
$1.04M – – –
GIA
568
GHP Investment Advisors
Colorado
$1.04M – – –
GC
569
Grace Capital
Massachusetts
$1.04M – – –
IFO
570
Independent Family Office
New York
$1.04M – – –
JFA
571
JNBA Financial Advisors
Minnesota
$1.04M – – –
Kayne Anderson Rudnick Investment Management
572
Kayne Anderson Rudnick Investment Management
California
$1.04M – – –
LC
573
Lavaca Capital
Texas
$1.04M – – –
LNC
574
Lincoln National Corp
Pennsylvania
$1.04M – – –
MWM
575
Marietta Wealth Management
Georgia
$1.04M – – –
21 22
23
24 25

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.