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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
SSWM
876
Smith Salley Wealth Management
North Carolina
$320K – – –
SIA
877
Soltis Investment Advisors
Utah
$320K – – –
ST
878
Somerset Trust
Pennsylvania
$320K – – –
SCM
879
Steadfast Capital Management
New York
$320K – – –
SCP
880
Steamboat Capital Partners
New York
$320K – – –
SYBT
881
Stock Yards Bank & Trust
Kentucky
$320K – – –
SCM
882
Stonebridge Capital Management
California
$320K – – –
SIA
883
Strategic Investment Advisors
Michigan
$320K – – –
SWA
884
Stratos Wealth Advisors
Ohio
$320K – – –
SW
885
StrongBox Wealth
Missouri
$320K – – –
SFS
886
Summit Financial Strategies
Ohio
$320K – – –
TCM
887
Tandem Capital Management
New Jersey
$320K – – –
TTWM
888
TCV Trust & Wealth Management
Virginia
$320K – – –
TCCM
889
Timber Creek Capital Management
Massachusetts
$320K – – –
TPWA
890
TRUE Private Wealth Advisors
Oregon
$320K – – –
TCM
891
Tufton Capital Management
Maryland
$320K – – –
VHAM
892
Van Hulzen Asset Management
California
$320K – – –
VWM
893
Venturi Wealth Management
Texas
$320K – – –
Verition Fund Management
894
Verition Fund Management
Connecticut
$320K – – –
WPC
895
Waters Parkerson & Co
Louisiana
$320K – – –
WA
896
Wealth Alliance
New York
$320K – – –
WP
897
WealthSource Partners
California
$320K – – –
WI
898
Wedgewood Investors
Pennsylvania
$320K – – –
WDA
899
Wendell David Associates
New Hampshire
$320K – – –
WSFS
900
Wilmington Savings Fund Society
Delaware
$320K – – –
34 35
36
37 38

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.