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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
TNB
701
TCF National Bank
South Dakota
$771K
TSS
702
Thomas Story & Son
Indiana
$771K
TF
703
Tompkins Financial
New York
$771K
TC
704
Trust Company
Kansas
$771K
TCOK
705
Trust Company of Kansas
Kansas
$771K
TCOT
706
Trust Company of Toledo
Ohio
$771K
TFCP
707
Twin Focus Capital Partners
Massachusetts
$771K
TLCM
708
Twin Lakes Capital Management
California
$771K
Verition Fund Management
709
Verition Fund Management
Connecticut
$771K
VCM
710
Versant Capital Management
Arizona
$771K
WAAG
711
Wealth Alliance Advisory Group
Kansas
$771K
WCM
712
WealthBridge Capital Management
Ohio
$771K
WB
713
Webster Bank
Connecticut
$771K
WSCM
714
Wellington Shields Capital Management
New York
$771K
WA1
715
Wimmer Associates 1
California
$771K
WCAMG
716
Woodard & Company Asset Management Group
North Carolina
$771K
XF
717
XML Financial
Maryland
$771K
ZF
718
Zhang Financial
Michigan
$771K
ZIG
719
Zuckerman Investment Group
Illinois
$771K
ACM
720
Alta Capital Management
Utah
$771K +$367K +1 +100%
FCH
721
Freestone Capital Holdings
Washington
$771K +$367K +1 New
IIC
722
Integrated Investment Consultants
Michigan
$771K +$367K +1 +100%
NAM
723
NorthCoast Asset Management
Connecticut
$771K +$367K +1 +100%
NL
724
NWAM LLC
Washington
$771K +$367K +1 +100%
SFS
725
Summit Financial Strategies
Ohio
$771K +$367K +1 +100%

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.