We are live on ! Find out more
BRK.A icon

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
RIG
601
Roosevelt Investment Group
New York
$1.05M
SW
602
SkyOak Wealth
Michigan
$879K
FRA
603
Front Row Advisors
California
$858K
BIG
604
Boothe Investment Group
Delaware
$842K
BCM
605
Brookstone Capital Management
Illinois
$840K
JFGIW
606
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$838K
KFI
607
Key Financial Inc
Pennsylvania
$838K
RPWA
608
Regent Peak Wealth Advisors
Georgia
$838K
SCM
609
Sterneck Capital Management
Missouri
$838K
TCOV
610
Trust Company of Vermont
Vermont
$838K
EBA
611
Eagle Bay Advisors
New York
$838K +$841K +2 New
WQ
612
Wealth Quarterback
New Jersey
$838K +$841K +2 New
HIM
613
HughesLittle Investment Management
$837K
Nomura Asset Management
614
Nomura Asset Management
Japan
$837K
RE
615
RBC Europe
United Kingdom
$837K
SC
616
Schoolcraft Capital
Colorado
$837K
GIA
617
GHP Investment Advisors
Colorado
$837K -$42M -100 -33%
CBT
618
Capital Bank & Trust
California
$837K -$30.7M -73 -97%
Jones Financial Companies
619
Jones Financial Companies
Missouri
$837K -$1.26M -3 -60%
AWM
620
Avior Wealth Management
Nebraska
$837K -$841K -2 -50%
EWA
621
Evolution Wealth Advisors
Florida
$837K -$841K -2 -50%
CWM
622
Cornerstone Wealth Management
Missouri
$837K -$420K -1 -33%
LIM
623
Lagoda Investment Management
New York
$837K -$420K -1 -33%
RhumbLine Advisers
624
RhumbLine Advisers
Massachusetts
$837K -$420K -1 -33%
4WM
625
44 Wealth Management
Oregon
$837K

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.