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Berkshire Hathaway Class A
BRK.A

992 hedge funds and large institutions have $45.1B invested in Berkshire Hathaway Class A in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 74 increasing their positions, 120 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.79% more ownership

Funds ownership: 19.37% → 25.16% (+5.8%)

3% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 40

4% less capital invested

Capital invested by funds: $46.9B → $45.1B (-$1.79B)

1% less funds holding

Funds holding: 1,005 → 992 (-13)

5% less funds holding in top 10

Funds holding in top 10: 102 → 97 (-5)

38% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 120

Holders
992
Holders Change
-13
Holders Change %
-1.29%
% of All Funds
17.36%
Holding in Top 10
97
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.9%
% of All Funds
1.7%
New
39
Increased
74
Reduced
120
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JWCA
J.W. Cole Advisors
Florida
+$15.1B
2
Renaissance Technologies
Renaissance Technologies
New York
+$121M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$109M
4
EVM
Eaton Vance Management
Massachusetts
+$84.9M
5
VCP
Vista Capital Partners
Oregon
+$82.4M

Top Sellers

Rank Fund Capital Flow
1
BIM
Barton Investment Management
Pennsylvania
-$418M
2
TAM
Troy Asset Management
United Kingdom
-$226M
3
VAM
Vontobel Asset Management
New York
-$212M
4
BDF
Balasa Dinverno & Foltz
-$169M
5
BlackRock
BlackRock
New York
-$95.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
RC
51
RBF Capital
California
$87.2M – – –
WG
52
Winton Group
United Kingdom
$87.2M – – –
Wells Fargo
53
Wells Fargo
California
$86.8M -$17.8M -42 -17%
CI Investments Inc
54
CI Investments Inc
Ontario, Canada
$83.5M -$2.11M -5 -2%
Brown Advisory
55
Brown Advisory
Maryland
$83.5M +$845K +2 +1%
UBS AM
56
UBS AM
Illinois
$81.5M +$1.69M +4 +2%
BAM
57
Burgundy Asset Management
Ontario, Canada
$74.5M – – –
State Street
58
State Street
Massachusetts
$74M -$5.07M -12 -6%
American Century Companies
59
American Century Companies
Missouri
$74M – – –
PPA
60
Parametric Portfolio Associates
Washington
$72.4M -$5.07M -12 -6%
NU
61
Northwestern University
Illinois
$71.2M – – –
PFO
62
Pathstone Family Office
New Jersey
$69.9M – – –
Creative Planning
63
Creative Planning
Kansas
$68.3M +$18.2M +43 +35%
Victory Capital Management
64
Victory Capital Management
Texas
$65.8M +$67.6M +160 New
TU
65
TDAM USA
Ontario, Canada
$63.4M – – –
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$62.9M +$2.96M +7 +5%
State Farm Mutual Automobile Insurance
67
State Farm Mutual Automobile Insurance
Illinois
$60.5M – – –
JP Morgan Chase
68
JP Morgan Chase
New York
$60.1M -$2.96M -7 -5%
RJA
69
Raymond James & Associates
Florida
$57.6M +$845K +2 +1%
HSBC Holdings
70
HSBC Holdings
United Kingdom
$57.1M -$1.69M -4 -3%
FAM
71
Fenimore Asset Management
New York
$56.4M -$17.3M -41 -23%
BO
72
BRR OpCo
Ohio
$56.4M -$2.11M -5 -4%
Stifel Financial
73
Stifel Financial
Missouri
$56.4M -$423K -1 -0.7%
PB
74
Pinnacle Bancorp
Nebraska
$55.5M +$2.11M +5 +4%
Goldman Sachs
75
Goldman Sachs
New York
$54.7M +$3.8M +9 +7%
1 2
3
4 5

BRK.A Hedge Fund Activity: Q3 2021 in Review

992 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q3 2021, worth a combined $45.1B — down 3.8% from $46.9B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of BRK.A and 39 opened new positions — a net loss of 1 holder — while 120 trimmed existing stakes and 74 added.

The largest buyer was J.W. Cole Advisors, opening a new position worth an estimated $15.1B. The largest seller was Barton Investment Management, cutting an estimated $418M.

  • 992 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q3 2021, down from 1,005 in Q2 2021.
  • Funds reported $45.1B of Berkshire Hathaway Class A stock for Q3 2021, down 3.8% quarter-over-quarter.
  • 39 funds opened new Berkshire Hathaway Class A positions in Q3 2021 and 40 closed out, a net change of -1 holder.
  • The largest Berkshire Hathaway Class A buyer in Q3 2021 was J.W. Cole Advisors, an estimated $15.1B added.
  • The largest Berkshire Hathaway Class A seller in Q3 2021 was Barton Investment Management, an estimated $418M sold.

Based on aggregated 13F filings for Q3 2021.