We are live on ! Find out more
BRK.A icon

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
PNC
176
Park National Corp
Ohio
$12M
WTC
177
WhitTier Trust Company
Nevada
$12M
Ameriprise
178
Ameriprise
Minnesota
$12M -$733K -2 -6%
7CM
179
7G Capital Management
New York
$11.6M -$11M -30 -50%
ACM
180
Aquamarine Capital Management
New York
$11.6M
PIA
181
Perennial Investment Advisors
California
$11.6M
PFMU
182
Privium Fund Management (UK)
United Kingdom
$11.6M +$11M +30 New
WTB
183
Washington Trust Bank
Washington
$11.2M
AMCA
184
Arthur M. Cohen & Associates
Illinois
$11.2M -$1.1M -3 -9%
BT
185
Brandywine Trust
Delaware
$11.2M
OPS
186
Orion Portfolio Solutions
Nebraska
$11.2M
CFB
187
Cullen/Frost Bankers
Texas
$11.2M +$9.17M +25 +625%
OIA
188
OneDigital Investment Advisors
Kansas
$10.8M
RFC
189
Regions Financial Corp
Alabama
$10.8M
SCP
190
Silverleafe Capital Partners
Tennessee
$10.4M -$7.33M -20 -43%
ST
191
Smithfield Trust
Pennsylvania
$10.4M -$367K -1 -4%
DC
192
Davenport & Co
Virginia
$10.4M
KAS
193
Kestra Advisory Services
Texas
$10.4M
PMG
194
Private Management Group
California
$10.4M
IC
195
IEQ Capital
California
$10.4M +$9.9M +27 New
KFA
196
Kelleher Financial Advisors
New York
$10M
KAH
197
Kathryn A. Hall
$9.64M -$2.93M -8 -24%
RJFSA
198
Raymond James Financial Services Advisors
Florida
$9.64M
DZ Bank
199
DZ Bank
Germany
$9.64M -$11M -30 -31%
FC
200
Fiduciary Counselling
Minnesota
$9.26M

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.