We are live on ! Find out more
BRK.A icon

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
Neuberger Berman Group
101
Neuberger Berman Group
New York
$35.6M +$420K +1 +1%
HP
102
Holowesko Partners
Bahamas
$34.7M -$9.25M -22 -21%
CT
103
Cambridge Trust
Massachusetts
$33.9M -$1.68M -4 -5%
Bessemer Group
104
Bessemer Group
New Jersey
$33.1M +$9.67M +23 +41%
TOCUITCONY
105
Trustees of Columbia University in the City of New York
New York
$32.7M
Acadian Asset Management
106
Acadian Asset Management
Massachusetts
$31.8M +$31.9M +76 New
BCWM
107
Bartlett & Co Wealth Management
Ohio
$31M -$2.1M -5 -6%
BC
108
Bartlett & Co
Ohio
$31M -$2.1M -5 -6%
Osaic Holdings
109
Osaic Holdings
Arizona
$30.6M -$2.1M -5 -6%
Charles Schwab
110
Charles Schwab
California
$30.1M +$2.52M +6 +9%
DADC
111
D.A. Davidson & Co
Montana
$29.7M -$7.57M -18 -20%
Toronto Dominion Bank
112
Toronto Dominion Bank
Ontario, Canada
$29.6M
SWM
113
Segment Wealth Management
Texas
$29.3M
Barclays
114
Barclays
United Kingdom
$28.5M
CL
115
Choreo LLC
Illinois
$27.6M +$1.68M +4 +6%
CS
116
Credit Suisse
Switzerland
$27.5M +$27.7M +66 New
Aberdeen Group
117
Aberdeen Group
United Kingdom
$27.2M -$841K -2 -3%
LNWWM
118
Laird Norton Wetherby Wealth Management
California
$26.8M -$420K -1 -2%
FCBT
119
First Citizens Bank & Trust
North Carolina
$26.4M
HAI
120
Hennessy Advisors Inc
California
$26M -$1.26M -3 -5%
AQR Capital Management
121
AQR Capital Management
Connecticut
$26M -$420K -1 -2%
LPL Financial
122
LPL Financial
California
$25.5M -$2.94M -7 -10%
GT
123
Glenmede Trust
Pennsylvania
$25.1M -$420K -1 -2%
AIA
124
Avalon Investment & Advisory
Texas
$24.7M -$2.52M -6 -9%
SSCM
125
Summit Street Capital Management
New York
$24.3M

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.