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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
WPP
976
Whalerock Point Partners
Rhode Island
$419K – – –
TFP
977
Triune Financial Partners
Kansas
$419K +$420K +1 New
MPAM
978
Murphy Pohlad Asset Management
Minnesota
$418K -$41.6M -99 -99%
AWA
979
Arkadios Wealth Advisors
Georgia
$418K – – –
BCA
980
Berman Capital Advisors
Georgia
$418K – – –
BGC
981
Beutel, Goodman & Co
Ontario, Canada
$418K – – –
DBRC
982
D.B. Root & Company
Pennsylvania
$418K – – –
EWA
983
Encompass Wealth Advisors
Oregon
$418K – – –
EWM
984
Endurance Wealth Management
Rhode Island
$418K – – –
FFH
985
Fairfax Financial Holdings
Ontario, Canada
$418K – – –
HL
986
HeadInvest LLC
Maine
$418K – – –
JWM
987
Jeppson Wealth Management
California
$418K – – –
MAM
988
McLean Asset Management
Virginia
$418K – – –
TCCM
989
Timber Creek Capital Management
Massachusetts
$418K – – –
TPWA
990
TRUE Private Wealth Advisors
Oregon
$418K – – –
TCM
991
Tufton Capital Management
Maryland
$418K – – –
TTWM
992
TCV Trust & Wealth Management
Virginia
$417K – – –
CWA
993
Capital Wealth Alliance
Arizona
$410K – – –
HFS
994
HBC Financial Services
Washington
$410K – – –
Bank of Nova Scotia
995
Bank of Nova Scotia
Ontario, Canada
$386K – – –
TIA
996
Traphagen Investment Advisors
New Jersey
$350K -$1.68M -4 -1%
CHAM
997
Clear Harbor Asset Management
Connecticut
$342K – – –
GF
998
Gries Financial
Ohio
$341K +$420K +1 New
BBHC
999
Brown Brothers Harriman & Co
New York
$119K -$420K -1 -0.4%
KJHP
1000
K.J. Harrison & Partners
Ontario, Canada
$5.87K – – –
38 39
40
41 42

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.