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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
SWM
526
Spire Wealth Management
Virginia
$1.54M +$1.47M +4 New
T2I
527
Turim 21 Investimentos
Brazil
$1.54M +$1.47M +4 New
AIC
528
Ameritas Investment Company
Nebraska
$1.54M +$1.1M +3 +300%
AWM
529
Avior Wealth Management
Nebraska
$1.54M
CIM
530
Corda Investment Management
Texas
$1.54M
MRCM
531
M&R Capital Management
New Jersey
$1.54M +$733K +2 +100%
RSWM
532
Robertson Stephens Wealth Management
California
$1.54M +$1.1M +3 +300%
AAMU
533
Amundi Asset Management US
Massachusetts
$1.54M +$1.47M +4 New
OPW
534
Oxler Private Wealth
New York
$1.54M +$1.47M +4 New
RAM
535
RK Asset Management
Michigan
$1.54M +$1.47M +4 New
FMN
536
Financial Management Network
California
$1.26M
VCP
537
Vista Capital Partners
Oregon
$1.16M -$29.3M -80 -2%
ACA
538
Atlas Capital Advisors
Wyoming
$1.16M -$109M -297 -99%
MIM
539
Moseley Investment Management
Florida
$1.16M -$733K -2 -40%
SG Americas Securities
540
SG Americas Securities
New York
$1.16M -$733K -2 -40%
EFS
541
Essex Financial Services
Connecticut
$1.16M -$367K -1 -25%
JIC
542
Johnson Investment Counsel
Ohio
$1.16M -$367K -1 -25%
TAM
543
Tocqueville Asset Management
New York
$1.16M -$367K -1 -25%
AllianceBernstein
544
AllianceBernstein
Tennessee
$1.16M
AAMC
545
Asset Allocation & Management Company
Illinois
$1.16M
BIC
546
Beach Investment Counsel
Pennsylvania
$1.16M
BIAS
547
Beacon Investment Advisory Services
New Jersey
$1.16M
BCAM
548
Boston Common Asset Management
Massachusetts
$1.16M
BFO
549
Boston Family Office
Massachusetts
$1.16M
BFM
550
Boston Financial Management
Massachusetts
$1.16M

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.