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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
TCOV
601
Trust Company of Vermont
Vermont
$772K
BFPW
602
BOK Financial Private Wealth
Colorado
$772K +$733K +2 New
HIM
603
HughesLittle Investment Management
$771K
Nomura Asset Management
604
Nomura Asset Management
Japan
$771K
RE
605
RBC Europe
United Kingdom
$771K
SC
606
Schoolcraft Capital
Colorado
$771K
RWM
607
RBA Wealth Management
California
$771K +$733K +2 New
H
608
HoyleCohen
California
$771K -$72.6M -198 -99%
WPW
609
Waldron Private Wealth
Pennsylvania
$771K -$1.1M -3 -60%
MG
610
Mather Group
Illinois
$771K -$733K -2 -50%
MIA
611
MainStreet Investment Advisors
Illinois
$771K -$367K -1 -33%
MAFM
612
Mid Atlantic Financial Management
Pennsylvania
$771K -$367K -1 -33%
OGC
613
Oak Grove Capital
New Hampshire
$771K -$367K -1 -33%
4WM
614
44 Wealth Management
Oregon
$771K
AP
615
Advisor Partners
California
$771K
AIA
616
Allied Investment Advisors
Montana
$771K
ACI
617
Alpha Cubed Investments
California
$771K
ACA
618
Anchor Capital Advisors
Massachusetts
$771K
ABTD
619
Arvest Bank Trust Division
Oklahoma
$771K
BST
620
Bath Savings Trust
Maine
$771K
BWM
621
Baystate Wealth Management
Massachusetts
$771K
BP
622
BBR Partners
New York
$771K
BPA
623
Beacon Pointe Advisors
California
$771K
BBA
624
BLB&B Advisors
Pennsylvania
$771K
BIG
625
Boothe Investment Group
Delaware
$771K

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.