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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
MGWM
851
Marks Group Wealth Management
Minnesota
$386K
MFA
852
Mayflower Financial Advisors
Massachusetts
$386K
MCWS
853
McKinley Carter Wealth Services
West Virginia
$386K
MWPCG
854
Measured Wealth Private Client Group
New Hampshire
$386K
MAM
855
Meeder Asset Management
Ohio
$386K
MCA
856
Mercer Capital Advisers
New Jersey
$386K
MMPW
857
Mitchell McLeod Pugh & Williams
Alabama
$386K
MKC
858
M. Kraus & Co
Vermont
$386K
MCM
859
Monarch Capital Management
Indiana
$386K
MGIA
860
Moneta Group Investment Advisors
Missouri
$386K
MC
861
Moors & Cabot
Massachusetts
$386K
MFW
862
Mosaic Family Wealth
Missouri
$386K
NWA
863
Navis Wealth Advisors
New York
$386K
NCM
864
New Capital Management
Texas
$386K
NA
865
NewEdge Advisors
Louisiana
$386K
NCG
866
Newport Capital Group
New Jersey
$386K
NOCM
867
Night Owl Capital Management
Connecticut
$386K
NP
868
NorthRock Partners
Minnesota
$386K
NAG
869
Northstar Advisory Group
New Jersey
$386K
NL
870
NVWM LLC
Pennsylvania
$386K
OFA
871
Oak Family Advisors
Illinois
$386K
OC
872
Oakworth Capital
Alabama
$386K
OAP
873
One Advisory Partners
Kansas
$386K
OA
874
Oxbow Advisors
Texas
$386K
PGWM
875
Parisi Gray Wealth Management
New Jersey
$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.