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Berkshire Hathaway Class A
BRK.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: 989 → 1,005 (+16)

1% less funds holding in top 10

Funds holding in top 10: 103 → 102 (-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
–

Top Buyers

Rank Fund Capital Flow
1
First Manhattan
First Manhattan
New York
+$1.87B
2
BDF
Balasa Dinverno & Foltz
+$462M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$182M
4
NAMM
NorthStar Asset Management (Massachusetts)
Massachusetts
+$168M
5
Norges Bank
Norges Bank
Norway
+$65.6M

Top Sellers

Rank Fund Capital Flow
1
BO
BRR OpCo
Ohio
-$5.91B
2
Renaissance Technologies
Renaissance Technologies
New York
-$197M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$104M
4
VCP
Vista Capital Partners
Oregon
-$70.2M
5
Wells Fargo
Wells Fargo
California
-$66M
Name Holding Trade Value Shares
Change 		Change in
Stake
BTW
501
Boston Trust Walden
Massachusetts
$1.67M – – –
BLAM
502
Bourne Lent Asset Management
New York
$1.67M – – –
CC
503
Cadinha & Co
Hawaii
$1.67M – – –
CCM
504
Canal Capital Management
Virginia
$1.67M – – –
CIA
505
Capital Investment Advisors
Georgia
$1.67M – – –
Cetera Investment Advisers
506
Cetera Investment Advisers
Illinois
$1.67M – – –
CA
507
Clearstead Advisors
Ohio
$1.67M – – –
CT
508
Coastline Trust
Rhode Island
$1.67M – – –
CA
509
Continuum Advisory
Idaho
$1.67M – – –
CIM
510
Corda Investment Management
Texas
$1.67M – – –
ERIM
511
Eagle Ridge Investment Management
Connecticut
$1.67M – – –
ECAM
512
East Coast Asset Management
Massachusetts
$1.67M – – –
FPB
513
First PREMIER Bank
South Dakota
$1.67M – – –
GC
514
Grimes & Company
Massachusetts
$1.67M – – –
HI
515
Hendershot Investments
Virginia
$1.67M – – –
HT
516
Heritage Trust
Oklahoma
$1.67M – – –
IFWM
517
Institute for Wealth Management
Colorado
$1.67M – – –
KLI
518
Kelman-Lazarov Inc
Tennessee
$1.67M – – –
KPWS
519
Kestra Private Wealth Services
Texas
$1.67M – – –
MIM
520
Manitou Investment Management
Ontario, Canada
$1.67M – – –
MRCM
521
M&R Capital Management
New Jersey
$1.67M – – –
PCM
522
Parsons Capital Management
Rhode Island
$1.67M – – –
PPWM
523
PFG Private Wealth Management
Florida
$1.67M – – –
RMC
524
Regis Management Company
California
$1.67M – – –
RAM
525
RK Asset Management
Michigan
$1.67M – – –
19 20
21
22 23

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.