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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
Aviva
51
Aviva
United Kingdom
$99.6M -$22.3M -53 -18%
RW
52
Rede Wealth
Virginia
$92.1M +$8.83M +21 +11%
GF
53
Gabelli Funds
New York
$90.8M -$1.26M -3 -1%
RC
54
RBF Capital
California
$88.7M
WG
55
Winton Group
United Kingdom
$88.7M
CI Investments Inc
56
CI Investments Inc
Ontario, Canada
$87.1M -$6.73M -16 -7%
Brown Advisory
57
Brown Advisory
Maryland
$84.1M +$4.2M +10 +5%
UBS AM
58
UBS AM
Illinois
$81.2M +$2.52M +6 +3%
State Street
59
State Street
Massachusetts
$80.4M -$8.41M -20 -9%
PPA
60
Parametric Portfolio Associates
Washington
$78.7M
BAM
61
Burgundy Asset Management
Ontario, Canada
$75.8M -$841K -2 -1%
American Century Companies
62
American Century Companies
Missouri
$75.3M -$8.41M -20 -10%
FAM
63
Fenimore Asset Management
New York
$74.5M -$8.41M -20 -10%
NU
64
Northwestern University
Illinois
$72.4M -$23.1M -55 -24%
Capital World Investors
65
Capital World Investors
California
$71.6M +$2.1M +5 +3%
PFO
66
Pathstone Family Office
New Jersey
$71.2M +$18.1M +43 +34%
TU
67
TDAM USA
Ontario, Canada
$64.5M
JP Morgan Chase
68
JP Morgan Chase
New York
$64M +$5.46M +13 +9%
State Farm Mutual Automobile Insurance
69
State Farm Mutual Automobile Insurance
Illinois
$61.5M
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$61.1M +$2.94M +7 +5%
BO
71
BRR OpCo
Ohio
$59.4M -$5.91B -14,058 -99%
HSBC Holdings
72
HSBC Holdings
United Kingdom
$58.7M -$2.94M -7 -5%
Royal London Asset Management
73
Royal London Asset Management
United Kingdom
$58.1M -$841K -2 -1%
RJA
74
Raymond James & Associates
Florida
$57.8M -$1.68M -4 -3%
Stifel Financial
75
Stifel Financial
Missouri
$57.8M

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.