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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
LC
576
Lavaca Capital
Texas
$1.26M – – –
LNC
577
Lincoln National Corp
Pennsylvania
$1.26M – – –
MWM
578
Marietta Wealth Management
Georgia
$1.26M – – –
MIM
579
Montgomery Investment Management
Maryland
$1.26M – – –
MIM
580
Moseley Investment Management
Florida
$1.26M – – –
MCM
581
MV Capital Management
Maryland
$1.26M – – –
OFG
582
Oxford Financial Group
Indiana
$1.26M – – –
PWS
583
Paragon Wealth Strategies
Florida
$1.26M – – –
RCWMU
584
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.26M – – –
SMC
585
S. Muoio & Co
New York
$1.26M – – –
SC
586
SouthState Corp
Florida
$1.26M – – –
SA
587
SRH Advisors
Kansas
$1.26M – – –
TAM
588
Tocqueville Asset Management
New York
$1.26M – – –
VR
589
Viridian RIA
Washington
$1.26M – – –
VFM
590
Vivid Financial Management
California
$1.26M – – –
WAOI
591
Wealth Advisors of Iowa
Iowa
$1.26M – – –
WIC
592
Wilkins Investment Counsel
Massachusetts
$1.26M – – –
BBA
593
BLB&B Advisors
Pennsylvania
$1.26M +$420K +1 +50%
BONH
594
Bank of New Hampshire
New Hampshire
$1.26M +$1.26M +3 New
RS
595
Retirement Solution
Washington
$1.26M +$1.26M +3 New
ACA
596
Atlas Capital Advisors
Wyoming
$1.26M – – –
EAM
597
Erste Asset Management
Austria
$1.26M +$1.26M +3 New
OPW
598
Oxler Private Wealth
New York
$1.25M -$420K -1 -25%
VCP
599
Vista Capital Partners
Oregon
$1.22M -$70.2M -167 -4%
EFS
600
Essex Financial Services
Connecticut
$1.16M – – –
22 23
24
25 26

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.