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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
AIP
751
Ahrens Investment Partners
Louisiana
$348K – – –
AF
752
Alerus Financial
North Dakota
$348K – – –
AWCI
753
Alpine Woods Capital Investors
New York
$348K – – –
AIFAIM
754
American Institute for Advanced Investment Management
Arizona
$348K – – –
AIS
755
American Investment Services
Massachusetts
$348K – – –
AIC
756
Ameritas Investment Company
Nebraska
$348K – – –
AIIMS
757
Analyst IMS Investment Management Services
Israel
$348K – – –
AA
758
Apriem Advisors
California
$348K – – –
AIA
759
Armor Investment Advisors
North Carolina
$348K – – –
AWA
760
ARS Wealth Advisors
Florida
$348K – – –
AAM
761
Aureus Asset Management
Massachusetts
$348K – – –
B
762
Bailard
California
$348K – – –
BAMCO Inc
763
BAMCO Inc
New York
$348K – – –
BHWM
764
Bar Harbor Wealth Management
New Hampshire
$348K – – –
BIA
765
Barry Investment Advisors
Massachusetts
$348K – – –
BFA
766
Beaumont Financial Advisors
Massachusetts
$348K – – –
BCM
767
Becker Capital Management
Oregon
$348K – – –
BWM
768
BerganKDV Wealth Management
Minnesota
$348K – – –
BAM
769
Berkshire Asset Management
Pennsylvania
$348K – – –
BHIA
770
Birch Hill Investment Advisors
Massachusetts
$348K – – –
BAS
771
Brown Advisory Securities
Maryland
$348K – – –
BHBT
772
Burke & Herbert Bank & Trust
Virginia
$348K – – –
BC
773
Burney Company
Virginia
$348K – – –
CFA
774
Cahill Financial Advisors
Minnesota
$348K – – –
CFA
775
Camarda Financial Advisors
Florida
$348K – – –
29 30
31
32 33

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.