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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
Commonwealth Equity Services
76
Commonwealth Equity Services
Massachusetts
$53.6M -$2.57M -7 -5%
Stifel Financial
77
Stifel Financial
Missouri
$53.2M -$1.83M -5 -3%
PB
78
Pinnacle Bancorp
Nebraska
$50.1M +$32.3M +88 +210%
PFO
79
Pathstone Family Office
New Jersey
$49M -$6.97M -19 -13%
BCC
80
Biglari Capital Corp
Texas
$49M
Goldman Sachs
81
Goldman Sachs
New York
$47.4M -$13.9M -38 -24%
WDL
82
Well Done LLC
Michigan
$46.7M +$733K +2 +2%
DAM
83
Davis Asset Management
California
$46.3M
SOMRS
84
State of Michigan Retirement System
Michigan
$44.7M
Baird Financial Group
85
Baird Financial Group
Wisconsin
$43.2M -$1.1M -3 -3%
MCPPUI
86
MIC Capital Partners (Public) (US) IM
United Arab Emirates
$42.4M
GAI
87
General American Investors
New York
$42.4M
BPCE
88
Bank Pictet & Cie (Europe)
Germany
$40.9M
HP
89
Holowesko Partners
Bahamas
$40.5M
CAM
90
Chou Associates Management
Ontario, Canada
$38.5M
Franklin Resources
91
Franklin Resources
California
$38.2M
Millennium Management
92
Millennium Management
New York
$37.8M -$733K -2 -2%
DWA
93
Douglass Winthrop Advisors
New York
$37.8M
Sumitomo Mitsui Trust Group
94
Sumitomo Mitsui Trust Group
Japan
$37.8M +$35.9M +98 New
William Blair & Company
95
William Blair & Company
Illinois
$35.9M -$733K -2 -2%
Truist Financial
96
Truist Financial
North Carolina
$35.5M -$367K -1 -1%
BMSSC
97
B. Metzler seel. Sohn & Co
Germany
$35.5M
NO
98
Ninety One
South Africa
$35.3M
IGYL
99
I.G.Y. Ltd
United Kingdom
$34.7M
DADC
100
D.A. Davidson & Co
Montana
$34.3M +$367K +1 +1%

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.