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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
FA
826
Fortis Advisors
Pennsylvania
$419K
FWIA
827
Fort Washington Investment Advisors
Ohio
$419K
FMWA
828
Forvis Mazars Wealth Advisors
Missouri
$419K
FG
829
Foster Group
Iowa
$419K
FCMC
830
Founders Capital Management (Connecticut)
Connecticut
$419K
FB
831
Fulton Bank
Pennsylvania
$419K
GGS
832
Galvin Gaustad & Stein
Arizona
$419K
GAMC
833
Garner Asset Management Corp
Texas
$419K
GC
834
GFG Capital
Florida
$419K
GI
835
Glovista Investments
New Jersey
$419K
GLA
836
Great Lakes Advisors
Illinois
$419K
GFP
837
Gryphon Financial Partners
Ohio
$419K
HA
838
Harbor Advisors
Florida
$419K
HC
839
Hendley & Co
Ohio
$419K
HBCM
840
Heron Bay Capital Management
Michigan
$419K
HFA
841
High Falls Advisors
New York
$419K
HA
842
HYA Advisors
Missouri
$419K
IR
843
IAT Reinsurance
New York
$419K
IWP
844
Icon Wealth Partners
Texas
$419K
IWM
845
IHT Wealth Management
Illinois
$419K
IFAM
846
Institutional & Family Asset Management
Colorado
$419K
JWM
847
JGP Wealth Management
Oregon
$419K
JMFC
848
J.M. Forbes & Co
Massachusetts
$419K
JF
849
JSF Financial
California
$419K
JA
850
JVL Associates
Michigan
$419K

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.