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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
OWP
201
Obermeyer Wealth Partners
Colorado
$9.26M
ACI
202
AMP Capital Investors
Australia
$8.52M +$8.07M +22 New
Janus Henderson Group
203
Janus Henderson Group
United Kingdom
$8.51M -$367K -1 -4%
GD
204
Grandfield & Dodd
New York
$8.49M
M&T Bank
205
M&T Bank
New York
$8.49M +$367K +1 +5%
HB
206
Homrich & Berg
Georgia
$8.48M -$1.1M -3 -12%
AFIA
207
America First Investment Advisors
Nebraska
$8.48M
ACM
208
Ashford Capital Management
Delaware
$8.48M
JIC
209
JRM Investment Counsel
Nebraska
$8.48M
TYCC
210
Texas Yale Capital Corp
Florida
$8.48M
GAM
211
Griffin Asset Management
New York
$8.1M -$1.1M -3 -13%
LA
212
LexAurum Advisors
Kansas
$8.1M
CIBC World Market
213
CIBC World Market
Ontario, Canada
$8.1M +$367K +1 +5%
GC
214
Gibson Capital
Pennsylvania
$8.1M
PMFA
215
Plante Moran Financial Advisors
Michigan
$7.71M -$733K -2 -9%
ASA
216
Armstrong Shaw Associates
Connecticut
$7.71M
FNBOO
217
First National Bank of Omaha
Nebraska
$7.33M -$2.2M -6 -24%
Eagle Capital Management (New York)
218
Eagle Capital Management (New York)
New York
$7.33M -$1.1M -3 -14%
PC
219
Pecaut & Co
Iowa
$7.33M -$367K -1 -5%
CFFP
220
Center for Financial Planning
Michigan
$7.33M
HCM
221
Howland Capital Management
Massachusetts
$7.33M
PK
222
Pflug Koory
Nebraska
$7.33M
T. Rowe Price Associates
223
T. Rowe Price Associates
Maryland
$7.33M
WCM
224
Wallace Capital Management
Texas
$7.29M
SBH
225
Segall Bryant & Hamill
Illinois
$6.94M -$367K -1 -5%

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.