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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
GFP
826
Gryphon Financial Partners
Ohio
$386K
HA
827
Harbor Advisors
Florida
$386K
HC
828
Hendley & Co
Ohio
$386K
HBCM
829
Heron Bay Capital Management
Michigan
$386K
HFA
830
High Falls Advisors
New York
$386K
HA
831
HYA Advisors
Missouri
$386K
IR
832
IAT Reinsurance
New York
$386K
IWP
833
Icon Wealth Partners
Texas
$386K
IAA
834
Independent Advisor Alliance
North Carolina
$386K
IFAM
835
Institutional & Family Asset Management
Colorado
$386K
JWM
836
JGP Wealth Management
Oregon
$386K
JMFC
837
J.M. Forbes & Co
Massachusetts
$386K
JA
838
JVL Associates
Michigan
$386K
JWCA
839
J.W. Cole Advisors
Florida
$386K
KCPG
840
Kavar Capital Partners Group
Kansas
$386K
KA
841
Kercheville Advisors
Texas
$386K
KPWG
842
KFA Private Wealth Group
Virginia
$386K
LSPW
843
Lake Street Private Wealth
Illinois
$386K
LWAC
844
Laurel Wealth Advisors (California)
California
$386K
LF
845
Lee Financial
Texas
$386K
LAI
846
Legal Advantage Investments
California
$386K
LBC
847
Lowe Brockenbrough & Co
Virginia
$386K
LCM
848
LVM Capital Management
Michigan
$386K
MFS
849
Madrona Financial Services
Washington
$386K
MCM
850
Mainstay Capital Management
Michigan
$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.