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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
CAM
251
Carret Asset Management
New York
$5.79M
FT
252
Fiduciary Trust
Massachusetts
$5.79M
FPCP
253
Fort Point Capital Partners
California
$5.79M
GLLW
254
Graves Light Lenhart Wealth
Virginia
$5.79M
LKIM
255
Lawson Kroeker Investment Management
Nebraska
$5.79M
VC
256
Vicus Capital
Pennsylvania
$5.79M
BDWM
257
Brewin Dolphin Wealth Management
Ireland
$5.79M +$367K +1 +7%
SRC
258
Shufro Rose & Co
New York
$5.4M
TM
259
Tikvah Management
North Carolina
$5.4M
WSTAM
260
Wilbanks Smith & Thomas Asset Management
Virginia
$5.4M
KJHP
261
K.J. Harrison & Partners
Ontario, Canada
$5.4M
Comerica Bank
262
Comerica Bank
Texas
$5.32M
ICG
263
InterOcean Capital Group
Tennessee
$5.01M -$1.1M -3 -19%
FCI
264
Financial Counselors Inc
Kansas
$5.01M -$733K -2 -13%
Luther King Capital Management (LKCM)
265
Luther King Capital Management (LKCM)
Texas
$5.01M -$367K -1 -7%
BEAM
266
Baker Ellis Asset Management
Washington
$5.01M
CTC
267
Central Trust Company
Missouri
$5.01M
ISL
268
Ingalls & Snyder LLC
New York
$5.01M
Mercer Global Advisors
269
Mercer Global Advisors
Colorado
$5.01M
MJRIC
270
Mogy Joel R Investment Counsel
California
$5.01M
PCI
271
Pacifica Capital Investments
Texas
$5.01M
SBIA
272
Sheaff Brock Investment Advisors
Indiana
$5.01M
VFA
273
Valeo Financial Advisors
Indiana
$5.01M
S
274
swisspartners
Liechtenstein
$4.64M
FMTC
275
Farmers & Merchants Trust Company
California
$4.63M

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.