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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
DBRC
976
D.B. Root & Company
Pennsylvania
$347K – – –
RSWM
977
Robertson Stephens Wealth Management
California
$347K – – –
TCCM
978
Timber Creek Capital Management
Massachusetts
$347K – – –
TPWA
979
TRUE Private Wealth Advisors
Oregon
$347K – – –
TCM
980
Tufton Capital Management
Maryland
$347K – – –
FA
981
Financial Advantage
Maryland
$347K +$331K +1 New
CAM
982
Cubic Asset Management
Massachusetts
$345K – – –
Russell Investments Group
983
Russell Investments Group
United Kingdom
$345K – – –
YIH
984
Y-Intercept (HK)
Hong Kong
$345K +$331K +1 New
FG
985
Foster Group
Iowa
$343K +$331K +1 New
CHAM
986
Clear Harbor Asset Management
Connecticut
$342K – – –
Bank of Nova Scotia
987
Bank of Nova Scotia
Ontario, Canada
$339K – – –
TIA
988
Traphagen Investment Advisors
New Jersey
$297K – – –
FDCDDQ
989
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.48K -$331K -1 -50%
RC
990
RegentAtlantic Capital
New Jersey
$3K +$992K +3 +43%
CBTWT
991
Community Bank & Trust (Waco, Texas)
Texas
$2.09K – – –
FI
992
Fosun International
China
$1.38K – – –
EWA
993
Exencial Wealth Advisors
Oklahoma
– -$3.84M -1,200 Closed
EIG
994
EdgePoint Investment Group
Ontario, Canada
– -$89.6M -280 Closed
JC
995
JBF Capital
Colorado
– -$11.8M -37 Closed
CS
996
Central Securities
New York
– -$11.2M -35 Closed
IC
997
IEQ Capital
California
– -$8.96M -28 Closed
Deutsche Bank
998
Deutsche Bank
Germany
– -$8.93M -27 -53%
Credit Agricole
999
Credit Agricole
France
– -$4.48M -14 Closed
JWM
1000
Jupiter Wealth Management
Colorado
– -$3.52M -11 Closed
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.