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Berkshire Hathaway Class A

1,005 hedge funds and large institutions have $46.9B invested in Berkshire Hathaway Class A in 2021 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 70 increasing their positions, 140 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 27

13% more capital invested

Capital invested by funds: $41.6B → $46.9B (+$5.35B)

2% more funds holding

Funds holding: 9891,005 (+16)

1% less funds holding in top 10

Funds holding in top 10: 103102 (-1)

1.49% less ownership

Funds ownership: 20.86%19.37% (-1.5%)

50% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 140

Holders
1,005
Holders Change
+16
Holders Change %
+1.62%
% of All Funds
17.49%
Holding in Top 10
102
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.97%
% of All Funds
1.78%
New
55
Increased
70
Reduced
140
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
251
Global Financial Private Client
Florida
$6.32M
BDWM
252
Brewin Dolphin Wealth Management
Ireland
$6.28M
RPC
253
Rossmore Private Capital
Connecticut
$6.28M -$420K -1 -6%
BFS
254
Bard Financial Services
Connecticut
$6.28M
CAM
255
Carret Asset Management
New York
$6.28M
FT
256
Fiduciary Trust
Massachusetts
$6.28M
FPCP
257
Fort Point Capital Partners
California
$6.28M
GLLW
258
Graves Light Lenhart Wealth
Virginia
$6.28M
LKIM
259
Lawson Kroeker Investment Management
Nebraska
$6.28M
VC
260
Vicus Capital
Pennsylvania
$6.28M
AWA
261
Arete Wealth Advisors
Illinois
$5.86M -$420K -1 -7%
SRC
262
Shufro Rose & Co
New York
$5.86M
WSTAM
263
Wilbanks Smith & Thomas Asset Management
Virginia
$5.86M
VFA
264
Valeo Financial Advisors
Indiana
$5.86M +$420K +1 +8%
Comerica Bank
265
Comerica Bank
Texas
$5.58M
BEAM
266
Baker Ellis Asset Management
Washington
$5.44M
CTC
267
Central Trust Company
Missouri
$5.44M
FCI
268
Financial Counselors Inc
Kansas
$5.44M
ISL
269
Ingalls & Snyder LLC
New York
$5.44M
Luther King Capital Management (LKCM)
270
Luther King Capital Management (LKCM)
Texas
$5.44M
PCI
271
Pacifica Capital Investments
Texas
$5.44M
SBIA
272
Sheaff Brock Investment Advisors
Indiana
$5.44M
UR
273
USCA RIA
Texas
$5.44M +$841K +2 +18%
Envestnet Asset Management
274
Envestnet Asset Management
Illinois
$5.44M +$1.68M +4 +44%
S
275
swisspartners
Liechtenstein
$5.02M

BRK.A Hedge Fund Activity: Q2 2021 in Review

1,005 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q2 2021, worth a combined $46.9B — up 13% from $41.6B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new BRK.A positions and 27 closed out — a net gain of 28 holders — while 70 added to existing stakes and 140 trimmed.

The largest buyer was First Manhattan, adding an estimated $1.87B. The largest seller was BRR OpCo, cutting an estimated $5.91B.

  • 1,005 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q2 2021, up from 989 in Q1 2021.
  • Funds reported $46.9B of Berkshire Hathaway Class A stock for Q2 2021, up 13% quarter-over-quarter.
  • 55 funds opened new Berkshire Hathaway Class A positions in Q2 2021 and 27 closed out, a net change of +28 holders.
  • The largest Berkshire Hathaway Class A buyer in Q2 2021 was First Manhattan, an estimated $1.87B added.
  • The largest Berkshire Hathaway Class A seller in Q2 2021 was BRR OpCo, an estimated $5.91B sold.

Based on aggregated 13F filings for Q2 2021.