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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
KCPG
876
Kavar Capital Partners Group
Kansas
$411K – – –
KA
877
Kercheville Advisors
Texas
$411K – – –
KPWG
878
KFA Private Wealth Group
Virginia
$411K – – –
KWM
879
Kingsview Wealth Management
Oregon
$411K – – –
LPWM
880
Lake Point Wealth Management
Texas
$411K – – –
LSPW
881
Lake Street Private Wealth
Illinois
$411K – – –
LF
882
Lee Financial
Texas
$411K – – –
LAI
883
Legal Advantage Investments
California
$411K – – –
LSWM
884
Lorne Steinberg Wealth Management
Canada
$411K – – –
LCM
885
LVM Capital Management
Michigan
$411K – – –
MFS
886
Madrona Financial Services
Washington
$411K – – –
MCWS
887
McKinley Carter Wealth Services
West Virginia
$411K – – –
MIC
888
Means Investment Company
Maine
$411K – – –
MWPCG
889
Measured Wealth Private Client Group
New Hampshire
$411K – – –
MAM
890
Meeder Asset Management
Ohio
$411K – – –
MCA
891
Mercer Capital Advisers
New Jersey
$411K – – –
MMPW
892
Mitchell McLeod Pugh & Williams
Alabama
$411K – – –
MKC
893
M. Kraus & Co
Vermont
$411K – – –
MCM
894
Monarch Capital Management
Indiana
$411K – – –
MGIA
895
Moneta Group Investment Advisors
Missouri
$411K – – –
MC
896
Moors & Cabot
Massachusetts
$411K – – –
MFW
897
Mosaic Family Wealth
Missouri
$411K – – –
MPAM
898
Murphy Pohlad Asset Management
Minnesota
$411K – – –
NWA
899
Navis Wealth Advisors
New York
$411K – – –
NCG
900
Newport Capital Group
New Jersey
$411K – – –
34 35
36
37 38

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.