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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
TA
301
Tiedemann Advisors
New York
$3.86M -$1.47M -4 -29%
KFC
302
Klingenstein Fields & Co
New York
$3.86M -$1.1M -3 -23%
AIM
303
Allen Investment Management
New York
$3.86M
AAS
304
Avantax Advisory Services
Texas
$3.86M
BIM
305
Barton Investment Management
Pennsylvania
$3.86M
BFIM
306
Beese Fulmer Investment Management
Ohio
$3.86M
B
307
Bellecapital
Switzerland
$3.86M
CNBTD
308
Citizens National Bank Trust Department
Mississippi
$3.86M
CK
309
Cohen Klingenstein
New York
$3.86M
CIM
310
Courant Investment Management
Tennessee
$3.86M
IB
311
Intrust Bank
Kansas
$3.86M
KPCM
312
Kings Point Capital Management
New York
$3.86M
MA
313
Montag & Associates
Georgia
$3.86M
NC
314
Naman Capital
Brazil
$3.86M
NRS
315
Neville Rodie & Shaw
New York
$3.86M
OLA
316
Oliver Luxxe Assets
New Jersey
$3.86M
RC
317
RegentAtlantic Capital
New Jersey
$3.86M
SFFS
318
Stonehage Fleming Financial Services
Jersey
$3.86M
YL
319
YCG LLC
Texas
$3.86M
PGIM
320
Pacific Global Investment Management
California
$3.86M +$367K +1 +11%
Fiera Capital (Canada)
321
Fiera Capital (Canada)
Quebec, Canada
$3.86M +$1.1M +3 +43%
AWS
322
Arkfeld Wealth Strategies
Nebraska
$3.62M
SMH
323
Sanders Morris Harris
Texas
$3.56M
DekaBank Deutsche Girozentrale
324
DekaBank Deutsche Girozentrale
Germany
$3.48M
SFS
325
Sowell Financial Services
Arkansas
$3.48M

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.