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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
DWT
801
Dorsey & Whitney Trust
South Dakota
$386K
EDRIA
802
Edmonds Duncan Registered Investment Advisors
Kansas
$386K
EWM
803
Endurance Wealth Management
Rhode Island
$386K
EP
804
Eudaimonia Partners
Tennessee
$386K
EF
805
Exeter Financial
Arizona
$386K
FWI
806
Facet Wealth Inc
Maryland
$386K
FFH
807
Fairfax Financial Holdings
Ontario, Canada
$386K
FCM
808
Fairholme Capital Management
Florida
$386K
FC
809
Farley Capital
New York
$386K
FAG
810
Financial Advisory Group
Texas
$386K
FAIM
811
Financial Advocates Investment Management
Washington
$386K
FPGK
812
Financial Partners Group (Kansas)
Kansas
$386K
FAT
813
First American Trust
California
$386K
FBFS
814
First Business Financial Services
Wisconsin
$386K
FDS
815
First Dallas Securities
Texas
$386K
FHB
816
First Hawaiian Bank
Hawaii
$386K
FWIA
817
Fort Washington Investment Advisors
Ohio
$386K
FMWA
818
Forvis Mazars Wealth Advisors
Missouri
$386K
FG
819
Foster Group
Iowa
$386K
FCMC
820
Founders Capital Management (Connecticut)
Connecticut
$386K
FB
821
Fulton Bank
Pennsylvania
$386K
GGS
822
Galvin Gaustad & Stein
Arizona
$386K
GAMC
823
Garner Asset Management Corp
Texas
$386K
GI
824
Glovista Investments
New Jersey
$386K
GLA
825
Great Lakes Advisors
Illinois
$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.