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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
ZCA
426
Zeke Capital Advisors
Pennsylvania
$2.31M
AG
427
AlphaSimPlex Group
Massachusetts
$2.31M +$367K +1 +20%
KS
428
Karpas Strategies
Connecticut
$2.31M +$367K +1 +20%
Cerity Partners
429
Cerity Partners
New York
$2.31M +$733K +2 +50%
PA
430
Parallel Advisors
California
$2.31M +$1.1M +3 +100%
CWA
431
Canvas Wealth Advisors
Kansas
$2.01M +$1.83M +5 New
N
432
Natixis
France
$1.95M
Skandinaviska Enskilda Banken (SEB)
433
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.94M -$4.03M -11 -69%
BFA
434
Bragg Financial Advisors
North Carolina
$1.93M -$1.1M -3 -38%
Jones Financial Companies
435
Jones Financial Companies
Missouri
$1.93M -$1.1M -3 -38%
FMBTD
436
First Midwest Bank Trust Division
Illinois
$1.93M -$733K -2 -29%
BDFN
437
Bond & Devick Financial Network
Minnesota
$1.93M -$367K -1 -17%
CL
438
CPWM LLC
Washington
$1.93M -$367K -1 -17%
AIS
439
AM Investment Strategies
Tennessee
$1.93M
Aristotle Capital Management
440
Aristotle Capital Management
California
$1.93M
AI
441
Atria Investments
North Carolina
$1.93M
BPC
442
Banque Pictet & Cie
Switzerland
$1.93M
BFEC
443
Benjamin F. Edwards & Company
Missouri
$1.93M
BOS
444
Bingham Osborn & Scarborough
California
$1.93M
CS
445
Cannell & Spears
New York
$1.93M
CPA
446
Capital Planning Advisors
California
$1.93M
CG
447
Caprock Group
Idaho
$1.93M
CA
448
Centerpoint Advisors
Massachusetts
$1.93M
CA
449
Cetera Advisors
Colorado
$1.93M
CCM
450
Coldstream Capital Management
Washington
$1.93M

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.