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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
BBNA
326
Bremer Bank National Association
Minnesota
$3.47M
PAG
327
Private Advisor Group
New Jersey
$3.47M
ACP
328
Aviance Capital Partners
Florida
$3.47M -$327M -891 -99%
RHBC
329
R.H. Bluestein & Co
Michigan
$3.47M -$1.83M -5 -36%
FNFDCM
330
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.47M -$367K -1 -10%
FDCC
331
Foster Dykema Cabot & Co
Massachusetts
$3.47M -$367K -1 -10%
AWM
332
AE Wealth Management
Kansas
$3.47M
ATC
333
Argent Trust Co
Tennessee
$3.47M
BCM
334
Beddow Capital Management
Wyoming
$3.47M
BA
335
Birinyi Associates
Connecticut
$3.47M
Chevy Chase Trust
336
Chevy Chase Trust
Maryland
$3.47M
PWP
337
Principle Wealth Partners
Connecticut
$3.47M
RGC
338
Roberts, Glore & Co
Illinois
$3.47M
SNBOSCI
339
Security National Bank of Sioux City Iowa
Iowa
$3.47M
SN
340
Sittner & Nelson
Oregon
$3.47M
SDIC
341
South Dakota Investment Council
South Dakota
$3.47M
WKWM
342
Walter & Keenan Wealth Management
Indiana
$3.47M
WC
343
Weil Company
California
$3.47M
FNBT
344
FineMark National Bank & Trust
Florida
$3.47M +$367K +1 +13%
SI
345
Stephens Inc
Arkansas
$3.47M +$733K +2 +29%
Envestnet Asset Management
346
Envestnet Asset Management
Illinois
$3.47M +$1.47M +4 +80%
HC
347
Hoese & Co
Minnesota
$3.47M +$3.3M +9 New
GWM
348
Geneos Wealth Management
Colorado
$3.3M
PCH
349
PGIM Custom Harvest
New Jersey
$3.12M
AI
350
Atom Investors
Texas
$3.09M -$2.57M -7 -47%

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.