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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
WT
51
Whittier Trust
California
$99.9M
HIC
52
Hartline Investment Corp
Illinois
$97.2M
NU
53
Northwestern University
Illinois
$87.9M -$68.9M -188 -45%
CI Investments Inc
54
CI Investments Inc
Ontario, Canada
$86.4M -$33M -90 -29%
GF
55
Gabelli Funds
New York
$84.9M -$367K -1 -0.5%
State Street
56
State Street
Massachusetts
$81.8M -$367K -1 -0.5%
RC
57
RBF Capital
California
$81.8M
WG
58
Winton Group
United Kingdom
$81.8M
Creative Planning
59
Creative Planning
Kansas
$79M -$367K -1 -0.5%
American Century Companies
60
American Century Companies
Missouri
$77.1M
RW
61
Rede Wealth
Virginia
$76.8M -$367K -1 -0.5%
FAM
62
Fenimore Asset Management
New York
$76.4M -$367K -1 -0.5%
Brown Advisory
63
Brown Advisory
Maryland
$73.7M -$7.7M -21 -10%
PPA
64
Parametric Portfolio Associates
Washington
$72.5M +$5.13M +14 +8%
UBS AM
65
UBS AM
Illinois
$72.5M +$8.43M +23 +14%
BAM
66
Burgundy Asset Management
Ontario, Canada
$70.6M -$24.2M -66 -27%
Capital World Investors
67
Capital World Investors
California
$64M -$140M -381 -70%
TU
68
TDAM USA
Ontario, Canada
$59.4M
HSBC Holdings
69
HSBC Holdings
United Kingdom
$57.2M -$16.1M -44 -23%
State Farm Mutual Automobile Insurance
70
State Farm Mutual Automobile Insurance
Illinois
$56.7M
BO
71
BRR OpCo
Ohio
$54.8M -$73.3M -200 -1%
RJA
72
Raymond James & Associates
Florida
$54.8M -$733K -2 -1%
SF
73
Synovus Financial
Georgia
$54.8M -$367K -1 -0.7%
Royal London Asset Management
74
Royal London Asset Management
United Kingdom
$54.5M +$1.47M +4 +3%
JP Morgan Chase
75
JP Morgan Chase
New York
$54M

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.