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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
MIH
676
Meitav Investment House
Israel
$837K
MAFM
677
Mid Atlantic Financial Management
Pennsylvania
$837K
MAP
678
Milestone Advisory Partners
North Carolina
$837K
Mitsubishi UFJ Trust & Banking
679
Mitsubishi UFJ Trust & Banking
Japan
$837K
MCM
680
Monument Capital Management
Virginia
$837K
NNP
681
Nachman Norwood & Parrott
South Carolina
$837K
NWS
682
Newport Wealth Strategies
California
$837K
NAM
683
NorthCoast Asset Management
Connecticut
$837K
NIC
684
Northwest Investment Counselors
Oregon
$837K
NWM
685
Northwest Wealth Management
Iowa
$837K
OGC
686
Oak Grove Capital
New Hampshire
$837K
OAM
687
Occidental Asset Management
California
$837K
OFW
688
Omnia Family Wealth
Florida
$837K
PIM
689
Parker Investment Management
California
$837K
PBC
690
Pavion Blue Capital
California
$837K
PIM
691
Penobscot Investment Management
Massachusetts
$837K
PSUF
692
People's United Financial
Connecticut
$837K
PA
693
Pinnacle Associates
New York
$837K
PT
694
Plimoth Trust
Massachusetts
$837K
PMG
695
ProVise Management Group
Florida
$837K
RWM
696
RBA Wealth Management
California
$837K
RIL
697
Rothschild Investment LLC
Illinois
$837K
RC
698
Roundview Capital
New Jersey
$837K
SC
699
Savant Capital
Illinois
$837K
SIC
700
Schwartz Investment Counsel
Michigan
$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.