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Berkshire Hathaway Class A
BRK.A

992 hedge funds and large institutions have $45.1B invested in Berkshire Hathaway Class A in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 74 increasing their positions, 120 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.79% more ownership

Funds ownership: 19.37% → 25.16% (+5.8%)

3% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 40

4% less capital invested

Capital invested by funds: $46.9B → $45.1B (-$1.79B)

1% less funds holding

Funds holding: 1,005 → 992 (-13)

5% less funds holding in top 10

Funds holding in top 10: 102 → 97 (-5)

38% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 120

Holders
992
Holders Change
-13
Holders Change %
-1.29%
% of All Funds
17.36%
Holding in Top 10
97
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.9%
% of All Funds
1.7%
New
39
Increased
74
Reduced
120
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JWCA
J.W. Cole Advisors
Florida
+$15.1B
2
Renaissance Technologies
Renaissance Technologies
New York
+$121M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$109M
4
EVM
Eaton Vance Management
Massachusetts
+$84.9M
5
VCP
Vista Capital Partners
Oregon
+$82.4M

Top Sellers

Rank Fund Capital Flow
1
BIM
Barton Investment Management
Pennsylvania
-$418M
2
TAM
Troy Asset Management
United Kingdom
-$226M
3
VAM
Vontobel Asset Management
New York
-$212M
4
BDF
Balasa Dinverno & Foltz
-$169M
5
BlackRock
BlackRock
New York
-$95.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
226
Chilton Investment Company
Connecticut
$7.41M – – –
CIA
227
Choate Investment Advisors
Massachusetts
$7.41M – – –
EA
228
Elm Advisors
California
$7.41M – – –
WCA
229
Windsor Creek Advisors
Vermont
$7.41M – – –
SNB
230
Security National Bank
Nebraska
$7.41M +$845K +2 +13%
FNT
231
First Nebraska Trust
Nebraska
$7.4M – – –
Janus Henderson Group
232
Janus Henderson Group
$7.4M -$1.27M -3 -14%
ESB
233
Essex Savings Bank
Connecticut
$7.31M – – –
WCM
234
Wallace Capital Management
Texas
$6.99M -$423K -1 -6%
HCM
235
Howland Capital Management
Massachusetts
$6.99M – – –
KAH
236
Kathryn A. Hall
$6.99M – – –
KFGK
237
Keystone Financial Group (Kentucky)
Kentucky
$6.99M – – –
MWM
238
Modera Wealth Management
New Jersey
$6.99M – – –
MMHP
239
Murphy Middleton Hinkle & Parker
Georgia
$6.99M – – –
WCM
240
Weik Capital Management
Pennsylvania
$6.99M – – –
BBNA
241
Bremer Bank National Association
Minnesota
$6.99M +$3.8M +9 +113%
RhumbLine Advisers
242
RhumbLine Advisers
Massachusetts
$6.99M +$6.34M +15 +750%
NAMM
243
NorthStar Asset Management (Massachusetts)
Massachusetts
$6.58M – – –
GAM
244
Griffin Asset Management
New York
$6.58M -$1.69M -4 -20%
DWP
245
Destiny Wealth Partners
Florida
$6.58M – – –
MJP
246
Michael J. Puzo
$6.58M – – –
CAPTRUST Financial Advisors
247
CAPTRUST Financial Advisors
North Carolina
$6.58M +$1.69M +4 +33%
WP
248
WealthPLAN Partners
Nebraska
$6.45M – – –
GFPC
249
Global Financial Private Client
Florida
$6.22M – – –
Robeco Institutional Asset Management
250
Robeco Institutional Asset Management
Netherlands
$6.17M -$423K -1 -6%
8 9
10
11 12

BRK.A Hedge Fund Activity: Q3 2021 in Review

992 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q3 2021, worth a combined $45.1B — down 3.8% from $46.9B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of BRK.A and 39 opened new positions — a net loss of 1 holder — while 120 trimmed existing stakes and 74 added.

The largest buyer was J.W. Cole Advisors, opening a new position worth an estimated $15.1B. The largest seller was Barton Investment Management, cutting an estimated $418M.

  • 992 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q3 2021, down from 1,005 in Q2 2021.
  • Funds reported $45.1B of Berkshire Hathaway Class A stock for Q3 2021, down 3.8% quarter-over-quarter.
  • 39 funds opened new Berkshire Hathaway Class A positions in Q3 2021 and 40 closed out, a net change of -1 holder.
  • The largest Berkshire Hathaway Class A buyer in Q3 2021 was J.W. Cole Advisors, an estimated $15.1B added.
  • The largest Berkshire Hathaway Class A seller in Q3 2021 was Barton Investment Management, an estimated $418M sold.

Based on aggregated 13F filings for Q3 2021.