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Berkshire Hathaway Class A
BRK.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: 100 → 103 (+3)

0% less funds holding

Funds holding: 993 → 989 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$262M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$227M
3
Renaissance Technologies
Renaissance Technologies
New York
+$198M
4
SVCF
Silicon Valley Community Foundation
California
+$132M
5
Northern Trust
Northern Trust
Illinois
+$92M

Top Sellers

Rank Fund Capital Flow
1
WCA
Windsor Creek Advisors
Vermont
-$1.37B
2
Norges Bank
Norges Bank
Norway
-$332M
3
ACP
Aviance Capital Partners
Florida
-$327M
4
WIM
Weitz Investment Management
Nebraska
-$194M
5
Capital World Investors
Capital World Investors
California
-$140M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
451
Confluence Investment Management
Missouri
$1.93M – – –
DIM
452
Delta Investment Management
California
$1.93M – – –
Dodge & Cox
453
Dodge & Cox
California
$1.93M – – –
EIA
454
Edgemoor Investment Advisors
Maryland
$1.93M – – –
ET
455
Equitable Trust
Tennessee
$1.93M – – –
FRM
456
Foundation Resource Management
Arkansas
$1.93M – – –
JCM
457
Jacobi Capital Management
Pennsylvania
$1.93M – – –
JAG
458
Journey Advisory Group
Kentucky
$1.93M – – –
LSA
459
L & S Advisors
California
$1.93M – – –
MFG
460
Magnus Financial Group
New York
$1.93M – – –
MCM
461
MAI Capital Management
Ohio
$1.93M – – –
MPM
462
Meritage Portfolio Management
Kansas
$1.93M – – –
NCM
463
Narwhal Capital Management
Georgia
$1.93M – – –
NSIM
464
North Star Investment Management
Illinois
$1.93M – – –
PNAA
465
Pictet North America Advisors
Switzerland
$1.93M – – –
PFA
466
Pinnacle Family Advisors
Missouri
$1.93M – – –
PWLP
467
Prio Wealth Limited Partnership
Massachusetts
$1.93M – – –
RC
468
RBO & Co
California
$1.93M – – –
RIA
469
Realta Investment Advisors
Delaware
$1.93M – – –
RHFI
470
Reilly Herbert Faulkner III
$1.93M – – –
RCA
471
Rex Capital Advisors
Rhode Island
$1.93M – – –
TFO
472
Tarbox Family Office
California
$1.93M – – –
VFIC
473
Valley Forge Investment Consultants
Pennsylvania
$1.93M – – –
Vontobel Holding
474
Vontobel Holding
Switzerland
$1.93M – – –
AWM
475
Avondale Wealth Management
Texas
$1.93M +$367K +1 +25%
17 18
19
20 21

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.