We are live on ! Find out more
BRK.A icon

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
GWM
726
Gitterman Wealth Management
New Jersey
$771K +$733K +2 New
GIA
727
Gladstone Institutional Advisory
Florida
$771K +$733K +2 New
Lido Advisors
728
Lido Advisors
California
$771K +$733K +2 New
PIM
729
Parker Investment Management
California
$771K +$733K +2 New
LNWTC
730
Laird Norton Wetherby Trust Company
Washington
$695K
TNB
731
Thomasville National Bank
Georgia
$544K
VCM
732
Vivaldi Capital Management
Illinois
$437K
EWA
733
Encompass Wealth Advisors
Oregon
$421K
MAM
734
McLean Asset Management
Virginia
$411K
ACS
735
Archford Capital Strategies
Illinois
$405K
HFS
736
HBC Financial Services
Washington
$405K
TC
737
Telemus Capital
Michigan
$396K
KWM
738
Kingsview Wealth Management
Oregon
$390K
YIH
739
Y-Intercept (HK)
Hong Kong
$390K
QCI
740
Quaker Capital Investments
Pennsylvania
$388K
MWNA
741
Marshall Wace North America
New York
$386K -$8.43M -23 -96%
GC
742
GFG Capital
Florida
$386K -$3.3M -9 -90%
Qube Research & Technologies (QRT)
743
Qube Research & Technologies (QRT)
United Kingdom
$386K -$1.47M -4 -80%
IWM
744
IHT Wealth Management
Illinois
$386K -$367K -1 -50%
MIC
745
Means Investment Company
Maine
$386K -$367K -1 -50%
1IA
746
1834 Investment Advisors
Wisconsin
$386K
22CM
747
20/20 Capital Management
California
$386K
AIP
748
Ahrens Investment Partners
Louisiana
$386K
AF
749
Alerus Financial
North Dakota
$386K
ACM
750
AlphaStar Capital Management
North Carolina
$386K

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.