We are live on ! Find out more
BRK.A icon

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
UAM
926
UAS Asset Management
New York
$386K
UBV
927
United Bank (Virginia)
Virginia
$386K
VHAM
928
Van Hulzen Asset Management
California
$386K
VDI
929
Vaughan David Investments
Illinois
$386K
VWM
930
Venturi Wealth Management
Texas
$386K
WPC
931
Waters Parkerson & Co
Louisiana
$386K
WA
932
Wealth Alliance
New York
$386K
WFO
933
Wealthgate Family Office
Colorado
$386K
WP
934
WealthSource Partners
California
$386K
WI
935
Wedgewood Investors
Pennsylvania
$386K
WDA
936
Wendell David Associates
New Hampshire
$386K
WFA
937
West Financial Advisors
Iowa
$386K
WSFS
938
Wilmington Savings Fund Society
Delaware
$386K
WWM
939
Windsor Wealth Management
Indiana
$386K
XSC
940
X-Square Capital
Puerto Rico
$386K
3LCM
941
3D/L Capital Management
Connecticut
$386K +$367K +1 New
5L
942
55I LLC
Massachusetts
$386K +$367K +1 New
CAC
943
Certified Advisory Corp
Florida
$386K +$367K +1 New
CCA
944
Column Capital Advisors
Indiana
$386K +$367K +1 New
Connor, Clark & Lunn Investment Management (CC&L)
945
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$386K +$367K +1 New
CBT
946
CoreFirst Bank & Trust
Kansas
$386K +$367K +1 New
CCM
947
Crew Capital Management
Ohio
$386K +$367K +1 New
FWP
948
Firethorn Wealth Partners
Georgia
$386K +$367K +1 New
FA
949
Fortis Advisors
Pennsylvania
$386K +$367K +1 New
IWC
950
Integrated Wealth Concepts
Massachusetts
$386K +$367K +1 New

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.