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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
NNP
676
Nachman Norwood & Parrott
South Carolina
$771K
NWS
677
Newport Wealth Strategies
California
$771K
NIC
678
Northwest Investment Counselors
Oregon
$771K
NWM
679
Northwest Wealth Management
Iowa
$771K
OAM
680
Occidental Asset Management
California
$771K
OFW
681
Omnia Family Wealth
Florida
$771K
PBC
682
Pavion Blue Capital
California
$771K
PIM
683
Penobscot Investment Management
Massachusetts
$771K
PSUF
684
People's United Financial
Connecticut
$771K
PA
685
Pinnacle Associates
New York
$771K
PT
686
Plimoth Trust
Massachusetts
$771K
PMG
687
ProVise Management Group
Florida
$771K
RPWA
688
Regent Peak Wealth Advisors
Georgia
$771K
RIL
689
Rothschild Investment LLC
Illinois
$771K
RC
690
Roundview Capital
New Jersey
$771K
SC
691
Savant Capital
Illinois
$771K
SIC
692
Schwartz Investment Counsel
Michigan
$771K
SBCM
693
Schwerin Boyle Capital Management
Massachusetts
$771K
SHA
694
Seneca House Advisors
Virginia
$771K
SSWG
695
Seven Springs Wealth Group
Tennessee
$771K
SHWM
696
Silicon Hills Wealth Management
Texas
$771K
SB
697
Simmons Bank
Arkansas
$771K
S
698
SimplyRich
California
$771K
SCM
699
Sterneck Capital Management
Missouri
$771K
TAM
700
Taurus Asset Management
New York
$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.