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Berkshire Hathaway Class A
BRK.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: 100 → 103 (+3)

0% less funds holding

Funds holding: 993 → 989 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$262M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$227M
3
Renaissance Technologies
Renaissance Technologies
New York
+$198M
4
SVCF
Silicon Valley Community Foundation
California
+$132M
5
Northern Trust
Northern Trust
Illinois
+$92M

Top Sellers

Rank Fund Capital Flow
1
WCA
Windsor Creek Advisors
Vermont
-$1.37B
2
Norges Bank
Norges Bank
Norway
-$332M
3
ACP
Aviance Capital Partners
Florida
-$327M
4
WIM
Weitz Investment Management
Nebraska
-$194M
5
Capital World Investors
Capital World Investors
California
-$140M
Name Holding Trade Value Shares
Change 		Change in
Stake
YAM
126
Yacktman Asset Management
Texas
$22.4M -$1.83M -5 -8%
SSCM
127
Summit Street Capital Management
New York
$22.4M – – –
LWCA
128
Locust Wood Capital Advisers
New York
$21.6M -$3.3M -9 -14%
Bessemer Group
129
Bessemer Group
New Jersey
$21.6M +$7.7M +21 +60%
HCM
130
Hutner Capital Management
Vermont
$21.2M – – –
CC
131
Cannell & Co
New York
$20.8M – – –
Citigroup
132
Citigroup
New York
$20.8M +$2.2M +6 +13%
CHP
133
Cable Hill Partners
Oregon
$20.4M -$8.07M -22 -29%
V
134
Veritable
Delaware
$20.4M -$1.83M -5 -9%
URS
135
Utah Retirement Systems
Utah
$20.4M -$1.47M -4 -7%
HLCM
136
Hi-Line Capital Management
South Dakota
$20.4M – – –
GI
137
GAMCO Investors
Connecticut
$20.1M – – –
HTC
138
Haverford Trust Company
Pennsylvania
$20.1M -$733K -2 -4%
CCM
139
Check Capital Management
California
$19.3M -$733K -2 -4%
UOMF
140
University of Maryland Foundation
Maryland
$19.3M – – –
JMPWA
141
JP Morgan Private Wealth Advisors
California
$19.3M +$367K +1 +2%
EP
142
Elkhorn Partners
Nebraska
$18.9M – – –
PGFC
143
Peapack-Gladstone Financial Corp
New Jersey
$18.5M – – –
OCAM
144
Onex Canada Asset Management
Ontario, Canada
$18.1M – – –
SAM
145
Soditic Asset Management
United Kingdom
$18.1M +$9.9M +27 +135%
P
146
Pitcairn
Pennsylvania
$17.7M – – –
FMII
147
Farmers & Merchants Investments Inc
Nebraska
$17.7M – – –
SMI
148
Shelter Mutual Insurance
Missouri
$17.7M – – –
Assenagon Asset Management
149
Assenagon Asset Management
Luxembourg
$17M -$32.6M -89 -67%
Capital International Investors
150
Capital International Investors
California
$17M -$4.77M -13 -23%
4 5
6
7 8

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.