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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
SAM
951
Security Asset Management
New York
$348K +$331K +1 New
SWA
952
SFMG Wealth Advisors
Texas
$348K +$331K +1 New
SPP
953
Single Point Partners
Massachusetts
$348K +$331K +1 New
SFA
954
Source Financial Advisors
New York
$348K +$331K +1 New
TNAM
955
Terra Nova Asset Management
New York
$348K +$331K +1 New
T
956
TOBAM
France
$348K +$331K +1 New
TFA
957
Tranquilli Financial Advisor
New Jersey
$348K +$331K +1 New
TWM
958
TriaGen Wealth Management
California
$348K +$331K +1 New
UBV
959
United Bank (Virginia)
Virginia
$348K +$331K +1 New
UWM
960
Urban Wealth Management
California
$348K +$331K +1 New
WFO
961
Wealthgate Family Office
Colorado
$348K +$331K +1 New
WFA
962
West Financial Advisors
Iowa
$348K +$331K +1 New
AIC
963
Archer Investment Corporation
Indiana
$348K – – –
AWA
964
Artemis Wealth Advisors
New York
$348K – – –
CMI
965
Clare Market Investments
Texas
$348K – – –
ECM
966
Estabrook Capital Management
New York
$348K – – –
NAM
967
North American Management
Massachusetts
$348K – – –
TBA
968
Tower Bridge Advisors
Pennsylvania
$348K – – –
WOSD
969
WFA of San Diego
California
$348K – – –
ACM
970
Alta Capital Management
Utah
$347K -$331K -1 -50%
AWA
971
Arkadios Wealth Advisors
Georgia
$347K – – –
BC
972
Barnett & Company
Tennessee
$347K – – –
BCA
973
Berman Capital Advisors
Georgia
$347K – – –
BGC
974
Beutel, Goodman & Co
Ontario, Canada
$347K – – –
BOPW
975
Brandywine Oak Private Wealth
Pennsylvania
$347K – – –
37 38
39
40 41

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.