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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
SC
301
Schulhoff & Co
Ohio
$4.6M
GT
302
Glenview Trust
Kentucky
$4.6M +$1.68M +4 +57%
CSIC
303
Clifford Swan Investment Counsel
California
$4.2M
Northwestern Mutual Wealth Management
304
Northwestern Mutual Wealth Management
Wisconsin
$4.19M
CIC
305
Crawford Investment Counsel
Georgia
$4.19M -$420K -1 -9%
AIM
306
Allen Investment Management
New York
$4.19M
AAS
307
Avantax Advisory Services
Texas
$4.19M
BIM
308
Barton Investment Management
Pennsylvania
$4.19M
BFIM
309
Beese Fulmer Investment Management
Ohio
$4.19M
Carson Wealth (CWM LLC)
310
Carson Wealth (CWM LLC)
Nebraska
$4.19M
CNBTD
311
Citizens National Bank Trust Department
Mississippi
$4.19M
CK
312
Cohen Klingenstein
New York
$4.19M
CIM
313
Courant Investment Management
Tennessee
$4.19M
IB
314
Intrust Bank
Kansas
$4.19M
KPCM
315
Kings Point Capital Management
New York
$4.19M
KFC
316
Klingenstein Fields & Co
New York
$4.19M
MA
317
Montag & Associates
Georgia
$4.19M
NC
318
Naman Capital
Brazil
$4.19M
NRS
319
Neville Rodie & Shaw
New York
$4.19M
OLA
320
Oliver Luxxe Assets
New Jersey
$4.19M
PGIM
321
Pacific Global Investment Management
California
$4.19M
SFFS
322
Stonehage Fleming Financial Services
Jersey
$4.19M
TA
323
Tiedemann Advisors
New York
$4.19M
CWC
324
Carolinas Wealth Consulting
North Carolina
$4.19M +$3.78M +9 +900%
Chevy Chase Trust
325
Chevy Chase Trust
Maryland
$3.77M

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.