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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
Eagle Capital Management (New York)
276
Eagle Capital Management (New York)
New York
$5.02M -$2.94M -7 -37%
Mercer Global Advisors
277
Mercer Global Advisors
Colorado
$5.02M -$420K -1 -8%
MJRIC
278
Mogy Joel R Investment Counsel
California
$5.02M -$420K -1 -8%
CI
279
Conning Inc
Connecticut
$5.02M
CPIA
280
Cornell Pochily Investment Advisors
New York
$5.02M
EWM
281
Evercore Wealth Management
New York
$5.02M
FMTC
282
Farmers & Merchants Trust Company
California
$5.02M
JWBC
283
John W. Bristol & Co
New York
$5.02M
ONB
284
Old National Bancorp
Indiana
$5.02M
WF
285
WoodTrust Financial
Wisconsin
$5.02M
CAPTRUST Financial Advisors
286
CAPTRUST Financial Advisors
North Carolina
$5.02M +$420K +1 +9%
BMO
287
Beck Mack & Oliver
New York
$5.02M +$2.52M +6 +100%
ICG
288
InterOcean Capital Group
Tennessee
$4.61M -$841K -2 -15%
BG
289
Bahl & Gaynor
Ohio
$4.61M -$420K -1 -8%
BBI
290
Baxter Bros Inc
Connecticut
$4.61M
CPSAC
291
Chas P. Smith & Associates (CPS)
Florida
$4.61M
FFA
292
First Foundation Advisors
California
$4.61M
FWM
293
Frontier Wealth Management
Missouri
$4.61M
HKAM
294
Horizon Kinetics Asset Management
New York
$4.61M
RCC
295
Red Cedar Capital
Nebraska
$4.61M
BSW
296
Buckingham Strategic Wealth
Missouri
$4.61M +$2.1M +5 +83%
AAM
297
Aureus Asset Management
Massachusetts
$4.61M +$4.62M +11 New
SIA
298
Soltis Investment Advisors
Utah
$4.61M +$4.62M +11 New
BDF
299
Balasa Dinverno & Foltz
$4.61M +$462M +1,100 New
1832 Asset Management
300
1832 Asset Management
Ontario, Canada
$4.6M

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.