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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
NOCM
901
Night Owl Capital Management
Connecticut
$411K – – –
NP
902
NorthRock Partners
Minnesota
$411K – – –
NL
903
NVWM LLC
Pennsylvania
$411K – – –
NL
904
NWAM LLC
Washington
$411K – – –
OFA
905
Oak Family Advisors
Illinois
$411K – – –
OC
906
Oakworth Capital
Alabama
$411K – – –
ODCM
907
Old Dominion Capital Management
Virginia
$411K – – –
OAP
908
One Advisory Partners
Kansas
$411K – – –
OA
909
Oxbow Advisors
Texas
$411K – – –
PAM
910
Pegasus Asset Management
New York
$411K – – –
PHS
911
Pekin Hardy Strauss
Illinois
$411K – – –
PCTC
912
Perkins Coie Trust Company
Washington
$411K – – –
PCA
913
Personal Capital Advisors
California
$411K – – –
PWMG
914
Pinnacle Wealth Management Group
Michigan
$411K – – –
POIA
915
Pin Oak Investment Advisors
Texas
$411K – – –
PAM
916
Premier Asset Management
Illinois
$411K – – –
PAS
917
Professional Advisory Services
Florida
$411K – – –
PFS
918
Prospera Financial Services
Texas
$411K – – –
PAIM
919
Punch & Associates Investment Management
Minnesota
$411K – – –
QCI
920
Quaker Capital Investments
Pennsylvania
$411K – – –
RFN
921
RDA Financial Network
Iowa
$411K – – –
RCM
922
Regency Capital Management
Hawaii
$411K – – –
RMCM
923
Reynders McVeigh Capital Management
Massachusetts
$411K – – –
RHJA
924
Rice Hall James & Associates
California
$411K – – –
RWM
925
Ritholtz Wealth Management
New York
$411K – – –
35 36
37
38 39

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.