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Berkshire Hathaway Class A

989 hedge funds and large institutions have $41.6B invested in Berkshire Hathaway Class A in 2021 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 77 increasing their positions, 154 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 50

8% more capital invested

Capital invested by funds: $38.6B → $41.6B (+$3B)

3% more funds holding in top 10

Funds holding in top 10: 100103 (+3)

0% less funds holding

Funds holding: 993989 (-4)

9.12% less ownership

Funds ownership: 29.98%20.86% (-9.1%)

50% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 154

Holders
989
Holders Change
-4
Holders Change %
-0.4%
% of All Funds
17.37%
Holding in Top 10
103
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3%
% of All Funds
1.81%
New
55
Increased
77
Reduced
154
Closed
50
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCA
226
Windsor Creek Advisors
Vermont
$6.94M -$1.37B -3,747 -100%
AUB
227
Atlantic Union Bankshares
Virginia
$6.94M -$367K -1 -5%
CIA
228
Choate Investment Advisors
Massachusetts
$6.94M -$367K -1 -5%
AAM
229
AR Asset Management
California
$6.94M
EA
230
Elm Advisors
California
$6.94M
NPF
231
Norris Perne & French
Michigan
$6.94M
CIC
232
Chilton Investment Company
Connecticut
$6.94M +$367K +1 +6%
FNT
233
First Nebraska Trust
Nebraska
$6.94M
ESB
234
Essex Savings Bank
Connecticut
$6.56M
KFGK
235
Keystone Financial Group (Kentucky)
Kentucky
$6.56M
MWM
236
Modera Wealth Management
New Jersey
$6.56M
WCM
237
Weik Capital Management
Pennsylvania
$6.56M
Robeco Institutional Asset Management
238
Robeco Institutional Asset Management
Netherlands
$6.56M +$733K +2 +13%
MMHP
239
Murphy Middleton Hinkle & Parker
Georgia
$6.56M +$3.67M +10 +143%
UCFA
240
United Capital Financial Advisors
Texas
$6.56M +$3.67M +10 +143%
WP
241
WealthPLAN Partners
Nebraska
$6.32M
SNB
242
Security National Bank
Nebraska
$6.17M -$367K -1 -6%
MJP
243
Michael J. Puzo
$6.17M
RPC
244
Rossmore Private Capital
Connecticut
$6.17M
Credit Agricole
245
Credit Agricole
France
$6.17M +$5.87M +16 New
LFG
246
Lazard Frères Gestion
France
$5.93M
GFPC
247
Global Financial Private Client
Florida
$5.86M
DWP
248
Destiny Wealth Partners
Florida
$5.79M -$367K -1 -6%
AWA
249
Arete Wealth Advisors
Illinois
$5.79M
BFS
250
Bard Financial Services
Connecticut
$5.79M

BRK.A Hedge Fund Activity: Q1 2021 in Review

989 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q1 2021, worth a combined $41.6B — up 7.8% from $38.6B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new BRK.A positions and 50 closed out — a net gain of 5 holders — while 77 added to existing stakes and 154 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $262M. The largest seller was Windsor Creek Advisors, cutting an estimated $1.37B.

  • 989 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q1 2021, down from 993 in Q4 2020.
  • Funds reported $41.6B of Berkshire Hathaway Class A stock for Q1 2021, up 7.8% quarter-over-quarter.
  • 55 funds opened new Berkshire Hathaway Class A positions in Q1 2021 and 50 closed out, a net change of +5 holders.
  • The largest Berkshire Hathaway Class A buyer in Q1 2021 was Fidelity Investments, an estimated $262M added.
  • The largest Berkshire Hathaway Class A seller in Q1 2021 was Windsor Creek Advisors, an estimated $1.37B sold.

Based on aggregated 13F filings for Q1 2021.