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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
RSWM
526
Robertson Stephens Wealth Management
California
$1.67M – – –
SMP
527
Santa Monica Partners
Florida
$1.67M – – –
ST
528
Sentinel Trust
Texas
$1.67M – – –
SWM
529
Spire Wealth Management
Virginia
$1.67M – – –
T2I
530
Turim 21 Investimentos
Brazil
$1.67M – – –
WAP
531
Wealthcare Advisory Partners
Pennsylvania
$1.67M – – –
WAM
532
World Asset Management
Michigan
$1.67M – – –
WP
533
WMS Partners
Maryland
$1.67M +$1.26M +3 +300%
ECM
534
ExodusPoint Capital Management
New York
$1.67M +$1.68M +4 New
FIB
535
First Interstate Bank
Montana
$1.67M +$1.68M +4 New
RA
536
RFG Advisory
Alabama
$1.67M +$1.68M +4 New
JEST
537
JTC Employer Solutions Trustee
Jersey
$1.67M +$1.68M +4 New
FI
538
Fosun International
China
$1.67M – – –
GCM
539
Gibraltar Capital Management
Oklahoma
$1.65M – – –
CWA
540
Cornerstone Wealth Advisors
Minnesota
$1.26M – – –
TC
541
Trilogy Capital
California
$1.26M +$1.26M +3 New
FMN
542
Financial Management Network
California
$1.26M – – –
VWA
543
V Wealth Advisors
Kansas
$1.26M – – –
AI
544
Atom Investors
Texas
$1.26M -$2.1M -5 -63%
CNC
545
Canandaigua National Corp
New York
$1.26M -$420K -1 -25%
MC
546
Middleton & Co
Massachusetts
$1.26M -$420K -1 -25%
AllianceBernstein
547
AllianceBernstein
Tennessee
$1.26M – – –
AAMC
548
Asset Allocation & Management Company
Illinois
$1.26M – – –
ABC
549
Associated Banc-Corp
Wisconsin
$1.26M – – –
BIC
550
Beach Investment Counsel
Pennsylvania
$1.26M – – –
20 21
22
23 24

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.