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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
HA
976
Herold Advisors
New York
$411K +$423K +1 New
IAA
977
Independent Advisor Alliance
North Carolina
$411K +$423K +1 New
MPCG
978
Matrix Private Capital Group
New York
$411K +$423K +1 New
MGIA
979
Matthew Goff Investment Advisor
Texas
$411K +$423K +1 New
NAS
980
Nicolet Advisory Services
Wisconsin
$411K +$423K +1 New
Qube Research & Technologies (QRT)
981
Qube Research & Technologies (QRT)
United Kingdom
$411K +$423K +1 New
SIM
982
Stratos Investment Management
Ohio
$411K +$423K +1 New
SIM
983
Studio Investment Management
Illinois
$411K +$423K +1 New
TC
984
TownSquare Capital
Utah
$411K +$423K +1 New
IGGA
985
Iron Gate Global Advisors
Utah
$411K +$42.3M +100 New
Bank of Nova Scotia
986
Bank of Nova Scotia
Ontario, Canada
$386K – – –
TIA
987
Traphagen Investment Advisors
New Jersey
$336K – – –
BBHC
988
Brown Brothers Harriman & Co
New York
$113K -$4.23M -10 -4%
FDCDDQ
989
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.11K – – –
PCH
990
PGIM Custom Harvest
New Jersey
$1K – – –
TAM
991
Troy Asset Management
United Kingdom
– -$226M -541 Closed
VAM
992
Vontobel Asset Management
New York
– -$212M -506 Closed
WIC
993
Wilkins Investment Counsel
Massachusetts
– -$1.26M -300 Closed
PFMU
994
Privium Fund Management (UK)
United Kingdom
– -$12.7M -30 Closed
IC
995
Inscription Capital
Texas
– -$3.77M -9 Closed
BMC
996
Beaton Management Company
Massachusetts
– -$2.93M -7 Closed
ECM
997
ExodusPoint Capital Management
New York
– -$1.67M -4 Closed
WAP
998
Wealthcare Advisory Partners
Pennsylvania
– -$1.67M -4 Closed
ACA
999
Atlas Capital Advisors
Wyoming
– -$1.26M -3 Closed
GC
1000
Grace Capital
Massachusetts
– -$1.26M -3 Closed
38 39
40
41 42

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.