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Berkshire Hathaway Class A

1,050 hedge funds and large institutions have $58.2B invested in Berkshire Hathaway Class A in 2022 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 73 increasing their positions, 129 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $50.3B → $58.2B (+$7.95B)

7% more funds holding in top 10

Funds holding in top 10: 115123 (+8)

9% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 46

0% less funds holding

Funds holding: 1,0531,050 (-3)

43% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 129

1,597.75% less ownership

Funds ownership: 1,622.06%24.3% (-1,598%)

Holders
1,050
Holders Change
-3
Holders Change %
-0.28%
% of All Funds
16.56%
Holding in Top 10
123
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+6.96%
% of All Funds
1.94%
New
50
Increased
73
Reduced
129
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AUB
226
Atlantic Union Bankshares
Virginia
$9.52M +$485K +1 +6%
Luther King Capital Management (LKCM)
227
Luther King Capital Management (LKCM)
Texas
$9.52M +$2.43M +5 +38%
FNT
228
First Nebraska Trust
Nebraska
$9.52M
BI
229
Beecher Investors
Connecticut
$9.52M
Janus Henderson Group
230
Janus Henderson Group
United Kingdom
$9M
CIA
231
Choate Investment Advisors
Massachusetts
$8.99M -$485K -1 -6%
ESB
232
Essex Savings Bank
Connecticut
$8.99M
HCM
233
Howland Capital Management
Massachusetts
$8.99M
KFGK
234
Keystone Financial Group (Kentucky)
Kentucky
$8.99M
MWM
235
Modera Wealth Management
New Jersey
$8.99M
MMHP
236
Murphy Middleton Hinkle & Parker
Georgia
$8.99M
OPS
237
Orion Portfolio Solutions
Nebraska
$8.99M
WCM
238
Weik Capital Management
Pennsylvania
$8.99M
Carson Wealth (CWM LLC)
239
Carson Wealth (CWM LLC)
Nebraska
$8.99M +$2.43M +5 +42%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
240
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8.99M +$6.31M +13 +325%
AWS
241
Atria Wealth Solutions
New York
$8.99M +$8.25M +17 New
DWP
242
Destiny Wealth Partners
Florida
$8.46M
MJP
243
Michael J. Puzo
$8.46M
WCM
244
Wallace Capital Management
Texas
$8.13M
OWP
245
Obermeyer Wealth Partners
Colorado
$8.05M
SNB
246
Security National Bank
Nebraska
$7.93M -$1.46M -3 -17%
RhumbLine Advisers
247
RhumbLine Advisers
Massachusetts
$7.93M -$971K -2 -12%
BFS
248
Bard Financial Services
Connecticut
$7.93M
CAM
249
Carret Asset Management
New York
$7.93M
GLLW
250
Graves Light Lenhart Wealth
Virginia
$7.93M

BRK.A Hedge Fund Activity: Q1 2022 in Review

1,050 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q1 2022, worth a combined $58.2B — up 16% from $50.3B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new BRK.A positions and 46 closed out — a net gain of 4 holders — while 73 added to existing stakes and 129 trimmed.

The largest buyer was Allie Family Office, opening a new position worth an estimated $4.14B. The largest seller was Traphagen Investment Advisors, cutting an estimated $534M.

  • 1,050 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q1 2022, down from 1,053 in Q4 2021.
  • Funds reported $58.2B of Berkshire Hathaway Class A stock for Q1 2022, up 16% quarter-over-quarter.
  • 50 funds opened new Berkshire Hathaway Class A positions in Q1 2022 and 46 closed out, a net change of +4 holders.
  • The largest Berkshire Hathaway Class A buyer in Q1 2022 was Allie Family Office, an estimated $4.14B added.
  • The largest Berkshire Hathaway Class A seller in Q1 2022 was Traphagen Investment Advisors, an estimated $534M sold.

Based on aggregated 13F filings for Q1 2022.