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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
RWA
376
Ropes Wealth Advisors
Massachusetts
$3.01M
HAG
377
HighPoint Advisor Group
Illinois
$2.8M
SC
378
Scotia Capital
Ontario, Canada
$2.7M
TSW
379
Thompson Siegel & Walmsley
Virginia
$2.7M -$367K -1 -13%
AL
380
Aspiriant LLC
California
$2.7M
BFS
381
Bradley Foster & Sargent
Connecticut
$2.7M
BJL
382
Brighton Jones LLC
Washington
$2.7M
CBA
383
Coastal Bridge Advisors
Connecticut
$2.7M
CRC
384
Curi RMB Capital
Illinois
$2.7M
DDC
385
DF Dent & Co
Maryland
$2.7M
MPI
386
Mairs & Power Inc
Minnesota
$2.7M
MAA
387
Mraz Amerine & Associates
California
$2.7M
MA
388
Mutual Advisors
Nebraska
$2.7M
OCM
389
Osterweis Capital Management
California
$2.7M
RWP
390
RWA Wealth Partners
Massachusetts
$2.7M
SIC
391
Salem Investment Counselors
North Carolina
$2.7M
SAM
392
Summit Asset Management
Tennessee
$2.7M
GT
393
Glenview Trust
Kentucky
$2.7M +$367K +1 +17%
NFG
394
Nations Financial Group
Iowa
$2.7M +$367K +1 +17%
AWM
395
Altium Wealth Management
New York
$2.7M +$733K +2 +40%
FF
396
FourThought Financial
Florida
$2.7M -$733K -2 -22%
CFA
397
Carroll Financial Associates
North Carolina
$2.7M
CT
398
Caldwell Trust
Florida
$2.31M
BMO
399
Beck Mack & Oliver
New York
$2.31M -$2.2M -6 -50%
GW
400
GW & Wade
Massachusetts
$2.31M -$1.47M -4 -40%

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.