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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
TCCM
976
Timber Creek Capital Management
Massachusetts
$385K
TCM
977
Tufton Capital Management
Maryland
$385K
HL
978
HeadInvest LLC
Maine
$385K +$367K +1 New
MPAM
979
Murphy Pohlad Asset Management
Minnesota
$385K +$36.7M +100 New
WS
980
Wedbush Securities
California
$343K +$1.83M +5 New
CHAM
981
Clear Harbor Asset Management
Connecticut
$342K
TIA
982
Traphagen Investment Advisors
New Jersey
$305K -$2.93M -8 -2%
BMC
983
Beaton Management Company
Massachusetts
$270K
BBHC
984
Brown Brothers Harriman & Co
New York
$110K -$67.5M -184 -39%
FDCDDQ
985
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.86K
MIH
986
Meitav Investment House
Israel
$771
AMC
987
Asset Management Corp
Illinois
$386
SA
988
Sycale Advisors
New York
-$8.93M -38,522 Closed
GIM
989
Guardian Investment Management
California
-$2.81M -12,101 Closed
BRWM
990
B. Riley Wealth Management
Tennessee
-$962K -2,651 Closed
WIM
991
Weitz Investment Management
Nebraska
-$194M -558 Closed
FNC
992
First National Corp
Massachusetts
-$1.39M -400 Closed
HZ
993
Hixon Zuercher
Ohio
-$696K -200 Closed
OWA
994
Octavia Wealth Advisors
Ohio
-$696K -200 Closed
CWM
995
Concentric Wealth Management
California
-$348K -100 Closed
E
996
Ergoteles
New York
-$28.5M -82 Closed
Susquehanna International Group
997
Susquehanna International Group
Pennsylvania
-$15.7M -45 Closed
Janney Montgomery Scott
998
Janney Montgomery Scott
Pennsylvania
-$13.2M -38 Closed
SCM
999
Sirios Capital Management
Massachusetts
-$12.2M -35 Closed
UBS Group
1000
UBS Group
Switzerland
-$5.87M -16 -2%

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.