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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
Neuberger Berman Group
101
Neuberger Berman Group
New York
$33.2M +$733K +2 +2%
CT
102
Cambridge Trust
Massachusetts
$32.8M -$367K -1 -1%
SAIG
103
Semper Augustus Investments Group
Colorado
$32.8M
BCWM
104
Bartlett & Co Wealth Management
Ohio
$30.5M
BC
105
Bartlett & Co
Ohio
$30.5M
Osaic Holdings
106
Osaic Holdings
Arizona
$30.1M +$2.93M +8 +11%
TOCUITCONY
107
Trustees of Columbia University in the City of New York
New York
$30.1M
BNP Paribas Financial Markets
108
BNP Paribas Financial Markets
France
$29.7M -$14.3M -39 -34%
CBT
109
Capital Bank & Trust
California
$28.9M
Toronto Dominion Bank
110
Toronto Dominion Bank
Ontario, Canada
$27.9M -$367K -1 -1%
SWM
111
Segment Wealth Management
Texas
$27M
Russell Investments Group
112
Russell Investments Group
United Kingdom
$26.6M +$24.9M +68 +6,800%
LPL Financial
113
LPL Financial
California
$26.2M -$367K -1 -1%
Barclays
114
Barclays
United Kingdom
$26.2M +$367K +1 +1%
Aberdeen Group
115
Aberdeen Group
United Kingdom
$25.8M +$733K +2 +3%
Charles Schwab
116
Charles Schwab
California
$25.5M +$1.47M +4 +6%
HAI
117
Hennessy Advisors Inc
California
$25.1M -$4.77M -13 -17%
AIA
118
Avalon Investment & Advisory
Texas
$25.1M -$1.83M -5 -7%
LNWWM
119
Laird Norton Wetherby Wealth Management
California
$25.1M +$733K +2 +3%
AQR Capital Management
120
AQR Capital Management
Connecticut
$24.3M
FCBT
121
First Citizens Bank & Trust
North Carolina
$24.3M
CL
122
Choreo LLC
Illinois
$23.9M -$2.2M -6 -9%
GT
123
Glenmede Trust
Pennsylvania
$23.5M +$2.57M +7 +13%
Canada Life
124
Canada Life
Manitoba, Canada
$22.6M -$1.1M -3 -5%
LC
125
Lincoln Capital
Nebraska
$22.4M -$4.03M -11 -16%

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.