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Berkshire Hathaway Class A
BRK.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: 100 → 103 (+3)

0% less funds holding

Funds holding: 993 → 989 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$262M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$227M
3
Renaissance Technologies
Renaissance Technologies
New York
+$198M
4
SVCF
Silicon Valley Community Foundation
California
+$132M
5
Northern Trust
Northern Trust
Illinois
+$92M

Top Sellers

Rank Fund Capital Flow
1
WCA
Windsor Creek Advisors
Vermont
-$1.37B
2
Norges Bank
Norges Bank
Norway
-$332M
3
ACP
Aviance Capital Partners
Florida
-$327M
4
WIM
Weitz Investment Management
Nebraska
-$194M
5
Capital World Investors
Capital World Investors
California
-$140M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
776
Cardan Capital Partners
Colorado
$386K – – –
CWC
777
Carolinas Wealth Consulting
North Carolina
$386K – – –
CSPIA
778
Cary Street Partners Investment Advisory
Virginia
$386K – – –
CWM
779
CCG Wealth Management
California
$386K – – –
C
780
Certuity
Florida
$386K – – –
CCA
781
Checchi Capital Advisers
California
$386K – – –
CWM
782
Chesapeake Wealth Management
Virginia
$386K – – –
CT
783
Chicago Trust
Illinois
$386K – – –
CHC
784
City Holding Co
West Virginia
$386K – – –
CP
785
Coho Partners
Pennsylvania
$386K – – –
CLOS
786
Compagnie Lombard Odier SCmA
Switzerland
$386K – – –
CWP
787
Concord Wealth Partners
Virginia
$386K – – –
CPC
788
Congress Park Capital
New York
$386K – – –
CF
789
Copperwynd Financial
Arizona
$386K – – –
CWM
790
Cordatus Wealth Management
Pennsylvania
$386K – – –
CC
791
Courier Capital
New York
$386K – – –
CNFG
792
Creegan & Nassoura Financial Group
New Hampshire
$386K – – –
CGA
793
Crescent Grove Advisors
Illinois
$386K – – –
CAM
794
Cubic Asset Management
Massachusetts
$386K – – –
CCB
795
Cutter & Co Brokerage
Missouri
$386K – – –
CCMW
796
Cypress Capital Management (Wyoming)
Wyoming
$386K – – –
DLPIC
797
Davide Leone & Partners Investment Company
United Kingdom
$386K – – –
DT
798
Diversified Trust
Tennessee
$386K – – –
DJSG
799
D.J. St. Germain
Massachusetts
$386K – – –
DCM
800
Donaldson Capital Management
Indiana
$386K – – –
30 31
32
33 34

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.