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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
SAM
151
Silvercrest Asset Management
New York
$17M
PAI
152
Pittenger & Anderson Inc
Nebraska
$16.6M -$367K -1 -2%
SAA
153
Southeast Asset Advisors
Georgia
$16.2M
SG
154
Stonnington Group
California
$16.2M +$13.9M +38 New
ANTB
155
AMG National Trust Bank
Colorado
$15.9M -$1.83M -5 -11%
AO
156
Allen Operations
New York
$15.8M
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$15.4M -$2.2M -6 -13%
M2MC
158
Matthew 25 Management Corp
Pennsylvania
$15.4M -$733K -2 -5%
CAG
159
Crestwood Advisors Group
Massachusetts
$15.4M -$367K -1 -2%
HIC
160
Harvey Investment Company
Kentucky
$15.4M
PRA
161
Pine Ridge Advisers
New York
$15.4M
SJL
162
Shayne & Jacobs LLC
Tennessee
$15.4M +$367K +1 +3%
Rockefeller Capital Management
163
Rockefeller Capital Management
New York
$15M +$367K +1 +3%
SC
164
Saybrook Capital
North Carolina
$13.9M
BM
165
Bislett Management
California
$13.5M
WJWM
166
Williams Jones Wealth Management
New York
$13.5M
HPC
167
HM Payson & Co
Maine
$13.1M -$367K -1 -3%
CWM
168
Circle Wealth Management
New Jersey
$13.1M
BWM
169
BigSur Wealth Management
Florida
$12.7M
ESBC
170
E.S. Barr & Co
Kentucky
$12.7M
GFI
171
Global Frontier Investments
South Carolina
$12.7M
SQA
172
Simon Quick Advisors
New Jersey
$12.7M
Cambridge Investment Research Advisors
173
Cambridge Investment Research Advisors
Iowa
$12.7M +$367K +1 +3%
LWANC
174
Laurel Wealth Advisors (North Carolina)
North Carolina
$12.3M -$367K -1 -3%
GG
175
Gofen & Glossberg
Illinois
$12.3M

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.