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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
KCPG
851
Kavar Capital Partners Group
Kansas
$419K
KA
852
Kercheville Advisors
Texas
$419K
KPWG
853
KFA Private Wealth Group
Virginia
$419K
LWAC
854
Laurel Wealth Advisors (California)
California
$419K
LF
855
Lee Financial
Texas
$419K
LAI
856
Legal Advantage Investments
California
$419K
LBC
857
Lowe Brockenbrough & Co
Virginia
$419K
MFS
858
Madrona Financial Services
Washington
$419K
MCM
859
Mainstay Capital Management
Michigan
$419K
MGWM
860
Marks Group Wealth Management
Minnesota
$419K
MFA
861
Mayflower Financial Advisors
Massachusetts
$419K
MCWS
862
McKinley Carter Wealth Services
West Virginia
$419K
MIC
863
Means Investment Company
Maine
$419K
MWPCG
864
Measured Wealth Private Client Group
New Hampshire
$419K
MAM
865
Meeder Asset Management
Ohio
$419K
MCA
866
Mercer Capital Advisers
New Jersey
$419K
MMPW
867
Mitchell McLeod Pugh & Williams
Alabama
$419K
MKC
868
M. Kraus & Co
Vermont
$419K
MCM
869
Monarch Capital Management
Indiana
$419K
MGIA
870
Moneta Group Investment Advisors
Missouri
$419K
MC
871
Moors & Cabot
Massachusetts
$419K
MFW
872
Mosaic Family Wealth
Missouri
$419K
NWA
873
Navis Wealth Advisors
New York
$419K
NA
874
NewEdge Advisors
Louisiana
$419K
NCG
875
Newport Capital Group
New Jersey
$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.