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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
PP
476
Professional Planning
California
$2.09M
RC
477
RBO & Co
California
$2.09M
RIA
478
Realta Investment Advisors
Delaware
$2.09M
RCA
479
Rex Capital Advisors
Rhode Island
$2.09M
Skandinaviska Enskilda Banken (SEB)
480
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.09M
TFO
481
Tarbox Family Office
California
$2.09M
VFIC
482
Valley Forge Investment Consultants
Pennsylvania
$2.09M
SWP
483
Stratos Wealth Partners
Ohio
$2.09M +$420K +1 +25%
QP
484
Quilter Plc
United Kingdom
$2.09M +$841K +2 +67%
CT
485
Chicago Trust
Illinois
$2.09M +$1.68M +4 +400%
Amundi
486
Amundi
France
$2.09M +$2.1M +5 New
HWM
487
HFR Wealth Management
New York
$2.09M +$210M +500 New
Vontobel Holding
488
Vontobel Holding
Switzerland
$2.08M
IF
489
Intrua Financial
Texas
$1.75M
BCV
490
Banque Cantonale Vaudoise
Switzerland
$1.68M
BCM
491
BTC Capital Management
Iowa
$1.68M
EFSCE
492
Enterprise Financial Services Corp (EFSC)
Missouri
$1.68M
PP
493
Palladium Partners
Virginia
$1.68M
RJT
494
Raymond James Trust
Florida
$1.68M
AG
495
AlphaSimPlex Group
Massachusetts
$1.67M -$841K -2 -33%
EIA
496
Edgemoor Investment Advisors
Maryland
$1.67M -$420K -1 -20%
AFG
497
Allegheny Financial Group
Pennsylvania
$1.67M
BPB
498
Badgley, Phelps & Bell
Washington
$1.67M
Bank Julius Baer & Co
499
Bank Julius Baer & Co
Switzerland
$1.67M
BRA
500
Biechele Royce Advisors
Indiana
$1.67M

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.