We are live on ! Find out more
BRK.A icon

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
STA
901
Summit Trail Advisors
New York
$348K – – –
TCM
902
Tandem Capital Management
New Jersey
$348K – – –
TTWM
903
TCV Trust & Wealth Management
Virginia
$348K – – –
TC
904
Telemus Capital
Michigan
$348K – – –
TCWA
905
Ten Capital Wealth Advisors
Washington
$348K – – –
TFM
906
TFC Financial Management
Massachusetts
$348K – – –
TI
907
Truehand Inc
New Hampshire
$348K – – –
UAM
908
UAS Asset Management
New York
$348K – – –
VHAM
909
Van Hulzen Asset Management
California
$348K – – –
VDI
910
Vaughan David Investments
Illinois
$348K – – –
VWM
911
Venturi Wealth Management
Texas
$348K – – –
VCM
912
Vivaldi Capital Management
Illinois
$348K – – –
WPC
913
Waters Parkerson & Co
Louisiana
$348K – – –
WA
914
Wealth Alliance
New York
$348K – – –
WQ
915
Wealth Quarterback
New Jersey
$348K – – –
WP
916
WealthSource Partners
California
$348K – – –
WI
917
Wedgewood Investors
Pennsylvania
$348K – – –
WDA
918
Wendell David Associates
New Hampshire
$348K – – –
WSFS
919
Wilmington Savings Fund Society
Delaware
$348K – – –
WWM
920
Windsor Wealth Management
Indiana
$348K – – –
WEC
921
Winslow Evans & Crocker
Massachusetts
$348K – – –
XSC
922
X-Square Capital
Puerto Rico
$348K – – –
YWP
923
YorkBridge Wealth Partners
New York
$348K – – –
ZB
924
Zions Bancorporation
Utah
$348K – – –
BRWA
925
B. Riley Wealth Advisors
Florida
$348K +$331K +1 New
35 36
37
38 39

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.