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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
JF
951
JSF Financial
California
$386K +$367K +1 New
ODCM
952
Old Dominion Capital Management
Virginia
$386K +$367K +1 New
POIA
953
Pin Oak Investment Advisors
Texas
$386K +$367K +1 New
RCM
954
Regency Capital Management
Hawaii
$386K +$367K +1 New
RCM
955
RNC Capital Management
California
$386K +$367K +1 New
SRC
956
Sage Rhino Capital
California
$386K +$367K +1 New
WIC
957
Willis Investment Counsel
Georgia
$386K +$367K +1 New
WP
958
WMS Partners
Maryland
$386K +$367K +1 New
AWP
959
Abacus Wealth Partners
California
$386K -$733K -2 -67%
AIC
960
Archer Investment Corporation
Indiana
$386K
AWA
961
Artemis Wealth Advisors
New York
$386K
CMI
962
Clare Market Investments
Texas
$386K
ECM
963
Estabrook Capital Management
New York
$386K
NAM
964
North American Management
Massachusetts
$386K
TBA
965
Tower Bridge Advisors
Pennsylvania
$386K
WPP
966
Whalerock Point Partners
Rhode Island
$386K
AWA
967
Arkadios Wealth Advisors
Georgia
$385K
BCA
968
Berman Capital Advisors
Georgia
$385K
BGC
969
Beutel, Goodman & Co
Ontario, Canada
$385K
BOPW
970
Brandywine Oak Private Wealth
Pennsylvania
$385K
CWA
971
Capital Wealth Alliance
Arizona
$385K
DBRC
972
D.B. Root & Company
Pennsylvania
$385K
JWM
973
Jeppson Wealth Management
California
$385K
SWA
974
SOA Wealth Advisors
New York
$385K
TCWA
975
Ten Capital Wealth Advisors
Washington
$385K

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.