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Berkshire Hathaway Class A
BRK.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: 989 → 1,005 (+16)

1% less funds holding in top 10

Funds holding in top 10: 103 → 102 (-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
–

Top Buyers

Rank Fund Capital Flow
1
First Manhattan
First Manhattan
New York
+$1.87B
2
BDF
Balasa Dinverno & Foltz
+$462M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$182M
4
NAMM
NorthStar Asset Management (Massachusetts)
Massachusetts
+$168M
5
Norges Bank
Norges Bank
Norway
+$65.6M

Top Sellers

Rank Fund Capital Flow
1
BO
BRR OpCo
Ohio
-$5.91B
2
Renaissance Technologies
Renaissance Technologies
New York
-$197M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$104M
4
VCP
Vista Capital Partners
Oregon
-$70.2M
5
Wells Fargo
Wells Fargo
California
-$66M
Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
901
Ritholtz Wealth Management
New York
$419K – – –
RMDI
902
R.M. Davis Inc
Maine
$419K – – –
RWB
903
RMR Wealth Builders
New Jersey
$419K – – –
RCM
904
RNC Capital Management
California
$419K – – –
SFG
905
SageGuard Financial Group
Tennessee
$419K – – –
SBL
906
Sargent Bickham Lagudis
Colorado
$419K – – –
SCM
907
Schnieders Capital Management
California
$419K – – –
SAM
908
Security Asset Management
New York
$419K – – –
SPIO
909
Seven Post Investment Office
California
$419K – – –
SWA
910
SFMG Wealth Advisors
Texas
$419K – – –
SAM
911
Shikiar Asset Management
New York
$419K – – –
SA
912
Sicart Associates
New York
$419K – – –
SMC
913
Smith, Moore & Co
Missouri
$419K – – –
SSWM
914
Smith Salley Wealth Management
North Carolina
$419K – – –
ST
915
Somerset Trust
Pennsylvania
$419K – – –
SFA
916
Source Financial Advisors
New York
$419K – – –
SCM
917
Steadfast Capital Management
New York
$419K – – –
SCP
918
Steamboat Capital Partners
New York
$419K – – –
SGCA
919
Steel Grove Capital Advisors
Tennessee
$419K – – –
SYBT
920
Stock Yards Bank & Trust
Kentucky
$419K – – –
SCM
921
Stonebridge Capital Management
California
$419K – – –
SIA
922
Strategic Investment Advisors
Michigan
$419K – – –
SWA
923
Stratos Wealth Advisors
Ohio
$419K – – –
SW
924
StrongBox Wealth
Missouri
$419K – – –
TCM
925
Tandem Capital Management
New Jersey
$419K – – –
35 36
37
38 39

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.