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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
AWCI
751
Alpine Woods Capital Investors
New York
$386K
AIFAIM
752
American Institute for Advanced Investment Management
Arizona
$386K
AIS
753
American Investment Services
Massachusetts
$386K
AIIMS
754
Analyst IMS Investment Management Services
Israel
$386K
AA
755
Apriem Advisors
California
$386K
AIA
756
Armor Investment Advisors
North Carolina
$386K
AWA
757
ARS Wealth Advisors
Florida
$386K
B
758
Bailard
California
$386K
BAMCO Inc
759
BAMCO Inc
New York
$386K
Bank of Nova Scotia
760
Bank of Nova Scotia
Ontario, Canada
$386K
BHWM
761
Bar Harbor Wealth Management
New Hampshire
$386K
BC
762
Barnett & Company
Tennessee
$386K
BIA
763
Barry Investment Advisors
Massachusetts
$386K
BFA
764
Beaumont Financial Advisors
Massachusetts
$386K
BWM
765
BerganKDV Wealth Management
Minnesota
$386K
BAM
766
Berkshire Asset Management
Pennsylvania
$386K
BHIA
767
Birch Hill Investment Advisors
Massachusetts
$386K
BAS
768
Brown Advisory Securities
Maryland
$386K
BHBT
769
Burke & Herbert Bank & Trust
Virginia
$386K
BC
770
Burney Company
Virginia
$386K
CFA
771
Cahill Financial Advisors
Minnesota
$386K
CFA
772
Camarda Financial Advisors
Florida
$386K
CAL
773
Capital Advisors Ltd
Ohio
$386K
CCT
774
Capital City Trust
Florida
$386K
CTFG
775
Capstone Triton Financial Group
Oklahoma
$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.