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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
MFW
851
Mosaic Family Wealth
Missouri
$348K – – –
NCM
852
New Capital Management
Texas
$348K – – –
NA
853
NewEdge Advisors
Louisiana
$348K – – –
NOCM
854
Night Owl Capital Management
Connecticut
$348K – – –
NP
855
NorthRock Partners
Minnesota
$348K – – –
NL
856
NVWM LLC
Pennsylvania
$348K – – –
OC
857
Oakworth Capital
Alabama
$348K – – –
OAP
858
One Advisory Partners
Kansas
$348K – – –
OA
859
Oxbow Advisors
Texas
$348K – – –
PGWM
860
Parisi Gray Wealth Management
New Jersey
$348K – – –
PR
861
Payden & Rygel
California
$348K – – –
PAM
862
Pegasus Asset Management
New York
$348K – – –
PHS
863
Pekin Hardy Strauss
Illinois
$348K – – –
PCTC
864
Perkins Coie Trust Company
Washington
$348K – – –
PCA
865
Personal Capital Advisors
California
$348K – – –
PPWM
866
PFG Private Wealth Management
Florida
$348K – – –
PFPT
867
Pinnacle Financial Partners (Tennessee)
Tennessee
$348K – – –
PGA
868
Portland Global Advisors
Maine
$348K – – –
PGAM
869
Princeton Global Asset Management
New Jersey
$348K – – –
PCG
870
Private Capital Group
Connecticut
$348K – – –
PAS
871
Professional Advisory Services
Florida
$348K – – –
PFS
872
Prospera Financial Services
Texas
$348K – – –
PWM
873
PRW Wealth Management
Massachusetts
$348K – – –
PAIM
874
Punch & Associates Investment Management
Minnesota
$348K – – –
QCI
875
Quaker Capital Investments
Pennsylvania
$348K – – –
33 34
35
36 37

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.