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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
CT
501
Coastline Trust
Rhode Island
$1.54M – – –
ECAM
502
East Coast Asset Management
Massachusetts
$1.54M – – –
EFSCE
503
Enterprise Financial Services Corp (EFSC)
Missouri
$1.54M – – –
GC
504
Grimes & Company
Massachusetts
$1.54M – – –
HI
505
Hendershot Investments
Virginia
$1.54M – – –
HT
506
Heritage Trust
Oklahoma
$1.54M – – –
IFWM
507
Institute for Wealth Management
Colorado
$1.54M – – –
KLI
508
Kelman-Lazarov Inc
Tennessee
$1.54M – – –
MIM
509
Manitou Investment Management
Ontario, Canada
$1.54M – – –
MC
510
Middleton & Co
Massachusetts
$1.54M – – –
PP
511
Palladium Partners
Virginia
$1.54M – – –
PCM
512
Parsons Capital Management
Rhode Island
$1.54M – – –
RJT
513
Raymond James Trust
Florida
$1.54M – – –
RMC
514
Regis Management Company
California
$1.54M – – –
SMP
515
Santa Monica Partners
Florida
$1.54M – – –
ST
516
Sentinel Trust
Texas
$1.54M – – –
SWP
517
Stratos Wealth Partners
Ohio
$1.54M – – –
WAP
518
Wealthcare Advisory Partners
Pennsylvania
$1.54M – – –
CIA
519
Capital Investment Advisors
Georgia
$1.54M +$367K +1 +33%
Fisher Asset Management
520
Fisher Asset Management
Washington
$1.54M +$367K +1 +33%
EWA
521
Evolution Wealth Advisors
Florida
$1.54M +$733K +2 +100%
KPWS
522
Kestra Private Wealth Services
Texas
$1.54M +$733K +2 +100%
PPWM
523
PFG Private Wealth Management
Florida
$1.54M +$1.1M +3 +300%
CNC
524
Canandaigua National Corp
New York
$1.54M +$1.47M +4 New
FIB
525
First Interstate Bancsystem
Montana
$1.54M +$1.47M +4 New
19 20
21
22 23

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.