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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
IWP
801
Icon Wealth Partners
Texas
$320K – – –
IAA
802
Independent Advisor Alliance
North Carolina
$320K – – –
IFAM
803
Institutional & Family Asset Management
Colorado
$320K – – –
IIC
804
Integrated Investment Consultants
Michigan
$320K – – –
JWM
805
JGP Wealth Management
Oregon
$320K – – –
JMFC
806
J.M. Forbes & Co
Massachusetts
$320K – – –
JFGIW
807
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$320K – – –
JA
808
JVL Associates
Michigan
$320K – – –
KCPG
809
Kavar Capital Partners Group
Kansas
$320K – – –
KPWG
810
KFA Private Wealth Group
Virginia
$320K – – –
KPW
811
Kore Private Wealth
New York
$320K – – –
KCM
812
Kornitzer Capital Management
Kansas
$320K – – –
LSPW
813
Lake Street Private Wealth
Illinois
$320K – – –
LWAC
814
Laurel Wealth Advisors (California)
California
$320K – – –
LF
815
Lee Financial
Texas
$320K – – –
LFAS
816
Level Four Advisory Services
Texas
$320K – – –
LAM
817
Lountzis Asset Management
Pennsylvania
$320K – – –
LCM
818
LVM Capital Management
Michigan
$320K – – –
MFS
819
Madrona Financial Services
Washington
$320K – – –
MCM
820
Mainstay Capital Management
Michigan
$320K – – –
MGWM
821
Marks Group Wealth Management
Minnesota
$320K – – –
MCWS
822
McKinley Carter Wealth Services
West Virginia
$320K – – –
MWPCG
823
Measured Wealth Private Client Group
New Hampshire
$320K – – –
MAM
824
Meeder Asset Management
Ohio
$320K – – –
MCA
825
Mercer Capital Advisers
New Jersey
$320K – – –
31 32
33
34 35

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.