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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
SWA
901
SFMG Wealth Advisors
Texas
$386K – – –
SAM
902
Shikiar Asset Management
New York
$386K – – –
SA
903
Sicart Associates
New York
$386K – – –
SMC
904
Smith, Moore & Co
Missouri
$386K – – –
SSWM
905
Smith Salley Wealth Management
North Carolina
$386K – – –
ST
906
Somerset Trust
Pennsylvania
$386K – – –
SFA
907
Source Financial Advisors
New York
$386K – – –
SCM
908
Steadfast Capital Management
New York
$386K – – –
SCP
909
Steamboat Capital Partners
New York
$386K – – –
SGCA
910
Steel Grove Capital Advisors
Tennessee
$386K – – –
SYBT
911
Stock Yards Bank & Trust
Kentucky
$386K – – –
SCM
912
Stonebridge Capital Management
California
$386K – – –
SIA
913
Strategic Investment Advisors
Michigan
$386K – – –
SWA
914
Stratos Wealth Advisors
Ohio
$386K – – –
SW
915
StrongBox Wealth
Missouri
$386K – – –
TCM
916
Tandem Capital Management
New Jersey
$386K – – –
TTWM
917
TCV Trust & Wealth Management
Virginia
$386K – – –
TNAM
918
Terra Nova Asset Management
New York
$386K – – –
TFM
919
TFC Financial Management
Massachusetts
$386K – – –
T
920
TOBAM
France
$386K – – –
TFA
921
Tranquilli Financial Advisor
New Jersey
$386K – – –
TWM
922
TriaGen Wealth Management
California
$386K – – –
TW
923
TrinityPoint Wealth
Connecticut
$386K – – –
TI
924
Truehand Inc
New Hampshire
$386K – – –
TPWA
925
TRUE Private Wealth Advisors
Oregon
$386K – – –
35 36
37
38 39

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.