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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
BF
351
BOK Financial
Oklahoma
$3.09M -$1.1M -3 -27%
BAMF
352
BI Asset Management Fondsmaeglerselskab
Denmark
$3.09M -$367K -1 -11%
NHC
353
Nicholas Hoffman & Company
Georgia
$3.09M -$367K -1 -11%
ANBT
354
American National Bank & Trust
Texas
$3.09M
CAM
355
Cidel Asset Management
Ontario, Canada
$3.09M
CCM
356
Compass Capital Management
Minnesota
$3.09M
CAMG
357
CWA Asset Management Group
Florida
$3.09M
ECG
358
Edge Capital Group
Georgia
$3.09M
GC
359
Giverny Capital
Quebec, Canada
$3.09M
KPW
360
Kore Private Wealth
New York
$3.09M
Kovitz Investment Group Partners
361
Kovitz Investment Group Partners
Illinois
$3.09M
MA
362
MUFG Americas
New York
$3.09M
NG
363
Northstar Group
New York
$3.09M
NA
364
Nottingham Advisors
New York
$3.09M
PCM
365
Palisade Capital Management
New Jersey
$3.09M
RG
366
Rathbones Group
United Kingdom
$3.09M
SMA
367
Sage Mountain Advisors
Georgia
$3.09M
AC
368
Alexandria Capital
Virginia
$3.09M +$367K +1 +14%
EW
369
Evoke Wealth
California
$3.09M +$367K +1 +14%
PL
370
Parthenon LLC
Kentucky
$3.09M +$367K +1 +14%
BCI
371
Brinker Capital Investments
Pennsylvania
$3.09M +$1.47M +4 +100%
BAIA
372
Bel Air Investment Advisors
California
$3.09M +$2.93M +8 New
PSP
373
Principal Street Partners
Tennessee
$3.09M +$2.93M +8 New
SPIA
374
Steward Partners Investment Advisory
New York
$3.09M +$367K +1 +14%
ST
375
Spinnaker Trust
Maine
$3.08M

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.