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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
LRIC
651
Long Road Investment Counsel
Michigan
$696K – – –
MWM
652
Maltin Wealth Management
New Jersey
$696K – – –
MPWT
653
MassMutual Private Wealth & Trust
Connecticut
$696K – – –
MIH
654
Meitav Investment House
Israel
$696K – – –
MAP
655
Milestone Advisory Partners
North Carolina
$696K – – –
MCM
656
Monument Capital Management
Virginia
$696K – – –
NNP
657
Nachman Norwood & Parrott
South Carolina
$696K – – –
NIC
658
Northwest Investment Counselors
Oregon
$696K – – –
NWM
659
Northwest Wealth Management
Iowa
$696K – – –
OAM
660
Occidental Asset Management
California
$696K – – –
OPCM
661
Osborne Partners Capital Management
California
$696K – – –
PIM
662
Penobscot Investment Management
Massachusetts
$696K – – –
PSUF
663
People's United Financial
Connecticut
$696K – – –
PC
664
Permit Capital
Pennsylvania
$696K – – –
PA
665
Pinnacle Associates
New York
$696K – – –
PL
666
Plancorp LLC
Missouri
$696K – – –
PMG
667
ProVise Management Group
Florida
$696K – – –
RPWA
668
Regent Peak Wealth Advisors
Georgia
$696K – – –
RIL
669
Rothschild Investment LLC
Illinois
$696K – – –
SC
670
Savant Capital
Illinois
$696K – – –
SIC
671
Schwartz Investment Counsel
Michigan
$696K – – –
SBCM
672
Schwerin Boyle Capital Management
Massachusetts
$696K – – –
SHA
673
Seneca House Advisors
Virginia
$696K – – –
SSWG
674
Seven Springs Wealth Group
Tennessee
$696K – – –
SHWM
675
Silicon Hills Wealth Management
Texas
$696K – – –
25 26
27
28 29

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.