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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
NAMM
276
NorthStar Asset Management (Massachusetts)
Massachusetts
$4.63M +$4.4M +12 New
EWM
277
Evercore Wealth Management
New York
$4.63M -$733K -2 -14%
BG
278
Bahl & Gaynor
Ohio
$4.63M
CB
279
Commerce Bank
Missouri
$4.63M
CI
280
Conning Inc
Connecticut
$4.63M
CPIA
281
Cornell Pochily Investment Advisors
New York
$4.63M
JWBC
282
John W. Bristol & Co
New York
$4.63M
ONB
283
Old National Bancorp
Indiana
$4.63M
WF
284
WoodTrust Financial
Wisconsin
$4.63M
FFA
285
First Foundation Advisors
California
$4.24M -$1.47M -4 -27%
CIC
286
Carnegie Investment Counsel
Ohio
$4.24M -$367K -1 -8%
Schroder Investment Management Group
287
Schroder Investment Management Group
United Kingdom
$4.24M -$367K -1 -8%
BBI
288
Baxter Bros Inc
Connecticut
$4.24M
CAPTRUST Financial Advisors
289
CAPTRUST Financial Advisors
North Carolina
$4.24M
CPSAC
290
Chas P. Smith & Associates (CPS)
Florida
$4.24M
CIC
291
Crawford Investment Counsel
Georgia
$4.24M
FWM
292
Frontier Wealth Management
Missouri
$4.24M
HKAM
293
Horizon Kinetics Asset Management
New York
$4.24M
RCC
294
Red Cedar Capital
Nebraska
$4.24M
UR
295
USCA RIA
Texas
$4.24M
SC
296
Schulhoff & Co
Ohio
$4.24M
1832 Asset Management
297
1832 Asset Management
Ontario, Canada
$4.23M -$367K -1 -8%
Carson Wealth (CWM LLC)
298
Carson Wealth (CWM LLC)
Nebraska
$4.19M
Northwestern Mutual Wealth Management
299
Northwestern Mutual Wealth Management
Wisconsin
$3.86M -$367K -1 -9%
CSIC
300
Clifford Swan Investment Counsel
California
$3.86M -$2.57M -7 -41%

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.