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Berkshire Hathaway Class 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: 9891,005 (+16)

1% less funds holding in top 10

Funds holding in top 10: 103102 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
1001
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.19K
Schroder Investment Management Group
1002
Schroder Investment Management Group
United Kingdom
$3K
H
1003
HoyleCohen
California
$837
TM
1004
Tikvah Management
North Carolina
-$5.4M -14 Closed
WKWM
1005
Walter & Keenan Wealth Management
Indiana
-$3.47M -9 Closed
SFS
1006
Sowell Financial Services
Arkansas
-$3.48M -8 Closed
TI
1007
Truepoint Inc
Ohio
-$2.31M -6 Closed
MSR
1008
Main Street Research
Connecticut
-$1.93M -5 Closed
WS
1009
Wedbush Securities
California
-$343K -5 Closed
Fisher Asset Management
1010
Fisher Asset Management
Washington
-$1.54M -4 Closed
FHA
1011
First Horizon Advisors
Tennessee
-$1.16M -3 Closed
CFO
1012
Colony Family Offices
North Carolina
-$771K -2 Closed
DWM
1013
Darwin Wealth Management
Florida
-$771K -2 Closed
HFBOT
1014
Home Federal Bank of Tennessee
Tennessee
-$771K -2 Closed
KTA
1015
Keeley-Teton Advisors
Illinois
-$771K -2 Closed
Lido Advisors
1016
Lido Advisors
California
-$771K -2 Closed
MG
1017
Mather Group
Illinois
-$771K -2 Closed
SFS
1018
Summit Financial Strategies
Ohio
-$771K -2 Closed
BAM
1019
Berkshire Asset Management
Pennsylvania
-$386K -1 Closed
CP
1020
Coho Partners
Pennsylvania
-$386K -1 Closed
CWP
1021
Concord Wealth Partners
Virginia
-$386K -1 Closed
ECM
1022
Estabrook Capital Management
New York
-$386K -1 Closed
FBFS
1023
First Business Financial Services
Wisconsin
-$386K -1 Closed
FCH
1024
Freestone Capital Holdings
Washington
-$771K -1 Closed
IAA
1025
Independent Advisor Alliance
North Carolina
-$386K -1 Closed

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.