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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
TCWA
926
Ten Capital Wealth Advisors
Washington
$419K – – –
TNAM
927
Terra Nova Asset Management
New York
$419K – – –
TFM
928
TFC Financial Management
Massachusetts
$419K – – –
T
929
TOBAM
France
$419K – – –
TFA
930
Tranquilli Financial Advisor
New Jersey
$419K – – –
TWM
931
TriaGen Wealth Management
California
$419K – – –
TW
932
TrinityPoint Wealth
Connecticut
$419K – – –
TI
933
Truehand Inc
New Hampshire
$419K – – –
UAM
934
UAS Asset Management
New York
$419K – – –
UBV
935
United Bank (Virginia)
Virginia
$419K – – –
VHAM
936
Van Hulzen Asset Management
California
$419K – – –
VDI
937
Vaughan David Investments
Illinois
$419K – – –
VWM
938
Venturi Wealth Management
Texas
$419K – – –
WPC
939
Waters Parkerson & Co
Louisiana
$419K – – –
WA
940
Wealth Alliance
New York
$419K – – –
WP
941
WealthSource Partners
California
$419K – – –
WI
942
Wedgewood Investors
Pennsylvania
$419K – – –
WDA
943
Wendell David Associates
New Hampshire
$419K – – –
WFA
944
West Financial Advisors
Iowa
$419K – – –
WIC
945
Willis Investment Counsel
Georgia
$419K – – –
WSFS
946
Wilmington Savings Fund Society
Delaware
$419K – – –
WWM
947
Windsor Wealth Management
Indiana
$419K – – –
XSC
948
X-Square Capital
Puerto Rico
$419K – – –
YIH
949
Y-Intercept (HK)
Hong Kong
$419K – – –
ARC
950
Advisor Resource Council
Texas
$419K +$420K +1 New
36 37
38
39 40

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.