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
IWC
726
Integrated Wealth Concepts
Massachusetts
$837K +$420K +1 +100%
PGA
727
Portland Global Advisors
Maine
$837K +$420K +1 +100%
SRC
728
Sage Rhino Capital
California
$837K +$420K +1 +100%
TC
729
Telemus Capital
Michigan
$837K +$420K +1 +100%
3F
730
360 Financial
Minnesota
$837K +$841K +2 New
AC
731
AlphaCore Capital
California
$837K +$841K +2 New
BAM
732
Belpointe Asset Management
Nevada
$837K +$841K +2 New
Citadel Advisors
733
Citadel Advisors
Florida
$837K +$841K +2 New
KFP
734
KMG Fiduciary Partners
Ohio
$837K +$841K +2 New
MSFS
735
Main Street Financial Solutions
Pennsylvania
$837K +$841K +2 New
NPI
736
New Perspectives Inc
Mississippi
$837K +$841K +2 New
PC
737
Permit Capital
Pennsylvania
$837K +$841K +2 New
FLI
738
Family Legacy Inc
South Carolina
$836K
SFG
739
Snider Financial Group
Washington
$835K +$841K +2 New
CCT
740
Country Club Trust
Missouri
$834K
FMI
741
F/M Investments
District of Columbia
$834K
LCM
742
LVM Capital Management
Michigan
$437K
VCM
743
Vivaldi Capital Management
Illinois
$433K
KWM
744
Kingsview Wealth Management
Oregon
$421K
LSPW
745
Lake Street Private Wealth
Illinois
$421K
EF
746
Exeter Financial
Arizona
$420K
PCA
747
Pallas Capital Advisors
Massachusetts
$420K +$420K +1 New
SNBOSCI
748
Security National Bank of Sioux City Iowa
Iowa
$419K -$3.36M -8 -89%
EDRH
749
Edmond de Rothschild Holding
Switzerland
$419K -$1.68M -4 -80%
Thrivent Financial for Lutherans
750
Thrivent Financial for Lutherans
Minnesota
$419K -$1.26M -3 -75%

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.