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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
T
951
TOBAM
France
$411K – – –
TFA
952
Tranquilli Financial Advisor
New Jersey
$411K – – –
TWM
953
TriaGen Wealth Management
California
$411K – – –
TW
954
TrinityPoint Wealth
Connecticut
$411K – – –
TI
955
Truehand Inc
New Hampshire
$411K – – –
TPWA
956
TRUE Private Wealth Advisors
Oregon
$411K – – –
TCOK
957
Trust Company of Kansas
Kansas
$411K – – –
TCM
958
Tufton Capital Management
Maryland
$411K – – –
UAM
959
UAS Asset Management
New York
$411K – – –
UBV
960
United Bank (Virginia)
Virginia
$411K – – –
VHAM
961
Van Hulzen Asset Management
California
$411K – – –
VDI
962
Vaughan David Investments
Illinois
$411K – – –
VWM
963
Venturi Wealth Management
Texas
$411K – – –
VCM
964
Vivaldi Capital Management
Illinois
$411K – – –
WPC
965
Waters Parkerson & Co
Louisiana
$411K – – –
WA
966
Wealth Alliance
New York
$411K – – –
WA
967
Wealthstar Advisors
Texas
$411K – – –
WI
968
Wedgewood Investors
Pennsylvania
$411K – – –
WDA
969
Wendell David Associates
New Hampshire
$411K – – –
WFA
970
West Financial Advisors
Iowa
$411K – – –
WPP
971
Whalerock Point Partners
Rhode Island
$411K – – –
WIC
972
Willis Investment Counsel
Georgia
$411K – – –
WSFS
973
Wilmington Savings Fund Society
Delaware
$411K – – –
XSC
974
X-Square Capital
Puerto Rico
$411K – – –
CC
975
Copperleaf Capital
North Carolina
$411K +$423K +1 New
37 38
39
40 41

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.