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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
APA
1001
Allegiant Private Advisors
Florida
-$4.87M -14 Closed
AAM
1002
Anglepoint Asset Management
Cayman Islands
-$3.48M -10 Closed
LCOV
1003
London Company of Virginia
Virginia
-$3.48M -10 Closed
Citadel Advisors
1004
Citadel Advisors
Florida
-$2.78M -8 Closed
DI
1005
Dalton Investments
Nevada
-$2.09M -6 Closed
ECM
1006
ExodusPoint Capital Management
New York
-$2.09M -6 Closed
VF
1007
Virtu Financial
New York
-$2.09M -6 Closed
IHL
1008
Investment House LLC
California
-$1.74M -5 Closed
BHWM
1009
Bay Harbor Wealth Management
Maryland
-$1.39M -4 Closed
ACM
1010
AKRE Capital Management
Virginia
-$1.04M -3 Closed
AC
1011
AlphaCore Capital
California
-$696K -2 Closed
FI
1012
FormulaFolio Investments
Michigan
-$696K -2 Closed
MPWT
1013
MassMutual Private Wealth & Trust
Connecticut
-$696K -2 Closed
OPCM
1014
Osborne Partners Capital Management
California
-$696K -2 Closed
PC
1015
Permit Capital
Pennsylvania
-$696K -2 Closed
PL
1016
Plancorp LLC
Missouri
-$696K -2 Closed
SAMT
1017
Select Asset Management & Trust
Pennsylvania
-$696K -2 Closed
AAM
1018
Aureus Asset Management
Massachusetts
-$348K -1 Closed
BCM
1019
Becker Capital Management
Oregon
-$348K -1 Closed
BRWA
1020
B. Riley Wealth Advisors
Florida
-$348K -1 Closed
Deutsche Bank
1021
Deutsche Bank
Germany
-$367K -1 -4%
FA
1022
Financial Advantage
Maryland
-$347K -1 Closed
FNBSF
1023
First National Bank Sioux Falls
South Dakota
-$348K -1 Closed
HAFS
1024
Hapanowicz & Associates Financial Services
Pennsylvania
-$348K -1 Closed
KCM
1025
Kornitzer Capital Management
Kansas
-$348K -1 Closed

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.