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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
Aviva
51
Aviva
United Kingdom
$99.2M -$7.06M -23 -7%
IFLIT
52
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$96M – – –
EIG
53
EdgePoint Investment Group
Ontario, Canada
$89.6M -$345M -1,123 -80%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$87.4M – – –
WT
55
Whittier Trust
California
$83.2M +$614K +2 +0.8%
SW
56
SVB Wealth
Massachusetts
$82.9M +$307K +1 +0.4%
HIC
57
Hartline Investment Corp
Illinois
$80.6M – – –
Northern Trust
58
Northern Trust
Illinois
$80.3M +$10.4M +34 +16%
IVA
59
International Value Advisers
$76.8M -$80.7M -263 -52%
HP
60
Holowesko Partners
Bahamas
$73.3M – – –
Brown Advisory
61
Brown Advisory
Maryland
$71.7M -$3.07M -10 -4%
GF
62
Gabelli Funds
New York
$71.4M – – –
RC
63
RBF Capital
California
$67.8M -$2.45M -8 -4%
HSBC Holdings
64
HSBC Holdings
United Kingdom
$67.5M -$1.53M -5 -2%
WG
65
Winton Group
United Kingdom
$66.6M – – –
Creative Planning
66
Creative Planning
Kansas
$64.9M -$921K -3 -1%
FAM
67
Fenimore Asset Management
New York
$64.6M – – –
American Century Companies
68
American Century Companies
Missouri
$64M – – –
PPA
69
Parametric Portfolio Associates
Washington
$55.4M – – –
Renaissance Technologies
70
Renaissance Technologies
New York
$55M -$71.8M -234 -58%
UBS AM
71
UBS AM
Illinois
$52.2M +$1.84M +6 +4%
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$50.9M +$3.38M +11 +7%
Goldman Sachs
73
Goldman Sachs
New York
$50.2M -$17.8M -58 -27%
TU
74
TDAM USA
Ontario, Canada
$48.6M – – –
DZ Bank
75
DZ Bank
Germany
$48.3M -$7.06M -23 -13%
1 2
3
4 5

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.