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Berkshire Hathaway Class A
BRK.A

948 hedge funds and large institutions have $37.7B invested in Berkshire Hathaway Class A in 2020 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 107 increasing their positions, 148 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 49

6% more funds holding in top 10

Funds holding in top 10: 101 → 107 (+6)

0% more funds holding

Funds holding: 944 → 948 (+4)

22% less capital invested

Capital invested by funds: $48.1B → $37.7B (-$10.5B)

28% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 148

69.62% less ownership

Funds ownership: 97.73% → 28.12% (-70%)

Holders
948
Holders Change
+4
Holders Change %
+0.42%
% of All Funds
20.89%
Holding in Top 10
107
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.94%
% of All Funds
2.36%
New
62
Increased
107
Reduced
148
Closed
49
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TIA
Traphagen Investment Advisors
New Jersey
+$781M
2
HighTower Advisors
HighTower Advisors
Illinois
+$716M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$101M
4
SCM
Stellar Capital Management
Arizona
+$63.1M
5
WRM
Weybosset Research & Management
Rhode Island
+$63.1M

Top Sellers

Rank Fund Capital Flow
1
M&T Bank
M&T Bank
New York
-$146B
2
EW
Evoke Wealth
California
-$6.8B
3
CIC
Chilton Investment Company
Connecticut
-$5.87B
4
Capital World Investors
Capital World Investors
California
-$661M
5
SBL
Sargent Bickham Lagudis
Colorado
-$414M
Name Holding Trade Value Shares
Change 		Change in
Stake
KPW
826
Kore Private Wealth
New York
$272K – – –
KCM
827
Kornitzer Capital Management
Kansas
$272K – – –
LPWM
828
Lake Point Wealth Management
Texas
$272K – – –
LSPW
829
Lake Street Private Wealth
Illinois
$272K – – –
LWAC
830
Laurel Wealth Advisors (California)
California
$272K – – –
LF
831
Lee Financial
Texas
$272K – – –
LFAS
832
Level Four Advisory Services
Texas
$272K – – –
Lido Advisors
833
Lido Advisors
California
$272K – – –
LCM
834
LVM Capital Management
Michigan
$272K – – –
MFS
835
Madrona Financial Services
Washington
$272K – – –
MCM
836
Mainstay Capital Management
Michigan
$272K – – –
MGWM
837
Marks Group Wealth Management
Minnesota
$272K – – –
MCWS
838
McKinley Carter Wealth Services
West Virginia
$272K – – –
MWPCG
839
Measured Wealth Private Client Group
New Hampshire
$272K – – –
MAM
840
Meeder Asset Management
Ohio
$272K – – –
MCA
841
Mercer Capital Advisers
New Jersey
$272K – – –
MMPW
842
Mitchell McLeod Pugh & Williams
Alabama
$272K – – –
MKC
843
M. Kraus & Co
Vermont
$272K – – –
MCM
844
Monarch Capital Management
Indiana
$272K – – –
MFG
845
Monte Financial Group
Connecticut
$272K – – –
MC
846
Moors & Cabot
Massachusetts
$272K – – –
MFW
847
Mosaic Family Wealth
Missouri
$272K – – –
MRCM
848
M&R Capital Management
New Jersey
$272K – – –
NCM
849
New Capital Management
Texas
$272K – – –
NA
850
NewEdge Advisors
Louisiana
$272K – – –
32 33
34
35 36

BRK.A Hedge Fund Activity: Q1 2020 in Review

948 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q1 2020, worth a combined $37.7B — down 22% from $48.1B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new BRK.A positions and 49 closed out — a net gain of 13 holders — while 107 added to existing stakes and 148 trimmed.

The largest buyer was Traphagen Investment Advisors, adding an estimated $781M. The largest seller was M&T Bank, cutting an estimated $146B.

  • 948 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q1 2020, up from 944 in Q4 2019.
  • Funds reported $37.7B of Berkshire Hathaway Class A stock for Q1 2020, down 22% quarter-over-quarter.
  • 62 funds opened new Berkshire Hathaway Class A positions in Q1 2020 and 49 closed out, a net change of +13 holders.
  • The largest Berkshire Hathaway Class A buyer in Q1 2020 was Traphagen Investment Advisors, an estimated $781M added.
  • The largest Berkshire Hathaway Class A seller in Q1 2020 was M&T Bank, an estimated $146B sold.

Based on aggregated 13F filings for Q1 2020.