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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
CAL
776
Capital Advisors Ltd
Ohio
$348K – – –
CCT
777
Capital City Trust
Florida
$348K – – –
CWC
778
Carolinas Wealth Consulting
North Carolina
$348K – – –
CWM
779
CCG Wealth Management
California
$348K – – –
C
780
Certuity
Florida
$348K – – –
CCA
781
Checchi Capital Advisers
California
$348K – – –
CWM
782
Chesapeake Wealth Management
Virginia
$348K – – –
CT
783
Chicago Trust
Illinois
$348K – – –
CP
784
Coho Partners
Pennsylvania
$348K – – –
CLOS
785
Compagnie Lombard Odier SCmA
Switzerland
$348K – – –
CWM
786
Concentric Wealth Management
California
$348K – – –
CPC
787
Congress Park Capital
New York
$348K – – –
CWM
788
Cordatus Wealth Management
Pennsylvania
$348K – – –
CC
789
Courier Capital
New York
$348K – – –
CNFG
790
Creegan & Nassoura Financial Group
New Hampshire
$348K – – –
CGA
791
Crescent Grove Advisors
Illinois
$348K – – –
CCB
792
Cutter & Co Brokerage
Missouri
$348K – – –
CCMW
793
Cypress Capital Management (Wyoming)
Wyoming
$348K – – –
DLPIC
794
Davide Leone & Partners Investment Company
United Kingdom
$348K – – –
DJSG
795
D.J. St. Germain
Massachusetts
$348K – – –
DCM
796
Donaldson Capital Management
Indiana
$348K – – –
DWT
797
Dorsey & Whitney Trust
South Dakota
$348K – – –
EDRH
798
Edmond de Rothschild Holding
Switzerland
$348K – – –
EWM
799
Endurance Wealth Management
Rhode Island
$348K – – –
EP
800
Eudaimonia Partners
Tennessee
$348K – – –
30 31
32
33 34

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.