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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
GP
651
Girard Partners
Pennsylvania
$771K
GL
652
Graypoint LLC
New York
$771K
GIP
653
Greatmark Investment Partners
Georgia
$771K
HIA
654
Harbor Investment Advisory
Maryland
$771K
HA
655
Harfst & Associates
Wyoming
$771K
HCM
656
Harvey Capital Management
Florida
$771K
HFBOT
657
Home Federal Bank of Tennessee
Tennessee
$771K
HWMG
658
Hurlow Wealth Management Group
Indiana
$771K
IIC
659
Ironwood Investment Counsel
Arizona
$771K
JGIA
660
Jackson Grant Investment Advisers
Connecticut
$771K
JFL
661
Jarislowsky, Fraser Ltd
Quebec, Canada
$771K
JWCA
662
J.W. Coons Advisors
Ohio
$771K
KTA
663
Keeley-Teton Advisors
Illinois
$771K
KFI
664
Key Financial Inc
Pennsylvania
$771K
KC
665
Kingfisher Capital
North Carolina
$771K
LDB
666
Lee, Danner & Bass
Tennessee
$771K
LCS
667
Levin Capital Strategies
New York
$771K
LC
668
Lindbrook Capital
California
$771K
LRIC
669
Long Road Investment Counsel
Michigan
$771K
LK
670
Lumbard & Kellner
New Hampshire
$771K
Mackenzie Financial
671
Mackenzie Financial
Ontario, Canada
$771K
MWM
672
Maltin Wealth Management
New Jersey
$771K
MAP
673
Milestone Advisory Partners
North Carolina
$771K
Mitsubishi UFJ Trust & Banking
674
Mitsubishi UFJ Trust & Banking
Japan
$771K
MCM
675
Monument Capital Management
Virginia
$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.