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Berkshire Hathaway Class A
BRK.A

1,054 hedge funds and large institutions have $50.3B invested in Berkshire Hathaway Class A in 2021 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 73 increasing their positions, 131 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,597.06% more ownership

Funds ownership: 25.16% → 1,622.22% (+1,597%)

222% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 37

19% more funds holding in top 10

Funds holding in top 10: 97 → 115 (+18)

12% more capital invested

Capital invested by funds: $45.1B → $50.3B (+$5.19B)

6% more funds holding

Funds holding: 992 → 1,054 (+62)

44% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 131

Holders
1,054
Holders Change
+62
Holders Change %
+6.25%
% of All Funds
16.22%
Holding in Top 10
115
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+18.56%
% of All Funds
1.77%
New
119
Increased
73
Reduced
131
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TIA
Traphagen Investment Advisors
New Jersey
+$4.23B
2
WCA
Windsor Creek Advisors
Vermont
+$1.05B
3
WIC
Whitegate Investment Counselors
New Hampshire
+$820M
4
UB
UMB Bank
Missouri
+$317M
5
SBL
Sargent Bickham Lagudis
Colorado
+$302M

Top Sellers

Rank Fund Capital Flow
1
JWCA
J.W. Cole Advisors
Florida
-$15.5B
2
AA
ALPS Advisors
Colorado
-$430M
3
BIM
Baldwin Investment Management
Pennsylvania
-$236M
4
VCP
Vista Capital Partners
Oregon
-$180M
5
SVCF
Silicon Valley Community Foundation
California
-$113M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
226
AR Asset Management
California
$8.11M – – –
CIA
227
Choate Investment Advisors
Massachusetts
$8.11M – – –
EA
228
Elm Advisors
California
$8.11M – – –
SNB
229
Security National Bank
Nebraska
$8.11M – – –
BI
230
Beecher Investors
Connecticut
$8.11M +$7.77M +18 New
FNT
231
First Nebraska Trust
Nebraska
$8.11M – – –
Amundi
232
Amundi
France
$7.74M +$3.89M +9 +129%
Janus Henderson Group
233
Janus Henderson Group
$7.66M -$432K -1 -6%
KAH
234
Kathryn A. Hall
$7.66M – – –
OPS
235
Orion Portfolio Solutions
Nebraska
$7.66M -$5.18M -12 -41%
AUB
236
Atlantic Union Bankshares
Virginia
$7.66M -$432K -1 -6%
CIC
237
Chilton Investment Company
Connecticut
$7.66M -$432K -1 -6%
ESB
238
Essex Savings Bank
Connecticut
$7.66M – – –
HCM
239
Howland Capital Management
Massachusetts
$7.66M – – –
KFGK
240
Keystone Financial Group (Kentucky)
Kentucky
$7.66M – – –
MWM
241
Modera Wealth Management
New Jersey
$7.66M – – –
MMHP
242
Murphy Middleton Hinkle & Parker
Georgia
$7.66M – – –
RhumbLine Advisers
243
RhumbLine Advisers
Massachusetts
$7.66M – – –
WCM
244
Wallace Capital Management
Texas
$7.66M – – –
WCM
245
Weik Capital Management
Pennsylvania
$7.66M – – –
CAPTRUST Financial Advisors
246
CAPTRUST Financial Advisors
North Carolina
$7.66M +$432K +1 +6%
DWM
247
Drive Wealth Management
Utah
$7.66M +$7.34M +17 New
Assenagon Asset Management
248
Assenagon Asset Management
Luxembourg
$7.21M -$11.2M -26 -62%
DWP
249
Destiny Wealth Partners
Florida
$7.21M – – –
MJP
250
Michael J. Puzo
$7.21M – – –
8 9
10
11 12

BRK.A Hedge Fund Activity: Q4 2021 in Review

1,054 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q4 2021, worth a combined $50.3B — up 12% from $45.1B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new BRK.A positions and 37 closed out — a net gain of 82 holders — while 73 added to existing stakes and 131 trimmed.

The largest buyer was Traphagen Investment Advisors, adding an estimated $4.23B. The largest seller was J.W. Cole Advisors, cutting an estimated $15.5B.

  • 1,054 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q4 2021, up from 992 in Q3 2021.
  • Funds reported $50.3B of Berkshire Hathaway Class A stock for Q4 2021, up 12% quarter-over-quarter.
  • 119 funds opened new Berkshire Hathaway Class A positions in Q4 2021 and 37 closed out, a net change of +82 holders.
  • The largest Berkshire Hathaway Class A buyer in Q4 2021 was Traphagen Investment Advisors, an estimated $4.23B added.
  • The largest Berkshire Hathaway Class A seller in Q4 2021 was J.W. Cole Advisors, an estimated $15.5B sold.

Based on aggregated 13F filings for Q4 2021.