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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$15.1B |
| 2 |
Renaissance Technologies
New York
|
+$121M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$109M |
| 4 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$84.9M |
| 5 |
VCP
Vista Capital Partners
Portland,
Oregon
|
+$82.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIM
Barton Investment Management
West Conshohocken,
Pennsylvania
|
-$418M |
| 2 |
TAM
Troy Asset Management
London,
United Kingdom
|
-$226M |
| 3 |
VAM
Vontobel Asset Management
New York
|
-$212M |
| 4 |
BDF
Balasa Dinverno & Foltz
|
-$169M |
| 5 |
BlackRock
New York
|
-$95.5M |
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.