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Berkshire Hathaway Class A

1,038 hedge funds and large institutions have $44.2B invested in Berkshire Hathaway Class A in 2022 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 102 increasing their positions, 111 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.43% more ownership

Funds ownership: 24.3%24.73% (+0.43%)

6% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 48

8% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 111

1% less funds holding

Funds holding: 1,0501,038 (-12)

8% less funds holding in top 10

Funds holding in top 10: 123113 (-10)

24% less capital invested

Capital invested by funds: $58.2B → $44.2B (-$14.1B)

Holders
1,038
Holders Change
-12
Holders Change %
-1.14%
% of All Funds
17.49%
Holding in Top 10
113
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-8.13%
% of All Funds
1.9%
New
45
Increased
102
Reduced
111
Closed
48
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SBH
226
Segall Bryant & Hamill
Illinois
$7.36M -$471K -1 -5%
FNT
227
First Nebraska Trust
Nebraska
$7.36M
SW
228
SVB Wealth
Massachusetts
$7.36M -$108M -230 -93%
AAM
229
AR Asset Management
California
$7.36M
AUB
230
Atlantic Union Bankshares
Virginia
$7.36M
BI
231
Beecher Investors
Connecticut
$7.36M
Jane Street
232
Jane Street
New York
$7.36M +$8.48M +18 New
WCM
233
Wallace Capital Management
Texas
$7.01M
Carson Wealth (CWM LLC)
234
Carson Wealth (CWM LLC)
Nebraska
$6.95M
ESB
235
Essex Savings Bank
Connecticut
$6.95M
HCM
236
Howland Capital Management
Massachusetts
$6.95M
KFGK
237
Keystone Financial Group (Kentucky)
Kentucky
$6.95M
MWM
238
Modera Wealth Management
New Jersey
$6.95M
WCM
239
Weik Capital Management
Pennsylvania
$6.95M
EWM
240
Evercore Wealth Management
New York
$6.95M +$1.88M +4 +31%
Janus Henderson Group
241
Janus Henderson Group
United Kingdom
$6.56M -$471K -1 -6%
AWS
242
Atria Wealth Solutions
New York
$6.55M +$23.1M +49 +288%
CIA
243
Choate Investment Advisors
Massachusetts
$6.54M -$471K -1 -6%
DWP
244
Destiny Wealth Partners
Florida
$6.54M
MJP
245
Michael J. Puzo
$6.54M
Mercer Global Advisors
246
Mercer Global Advisors
Colorado
$6.54M +$942K +2 +14%
WF
247
WoodTrust Financial
Wisconsin
$6.54M +$942K +2 +14%
GFPC
248
Global Financial Private Client
Florida
$6.24M
Amundi
249
Amundi
France
$6.19M
NAMM
250
NorthStar Asset Management (Massachusetts)
Massachusetts
$6.13M

BRK.A Hedge Fund Activity: Q2 2022 in Review

1,038 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q2 2022, worth a combined $44.2B — down 24% from $58.2B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of BRK.A and 45 opened new positions — a net loss of 3 holders — while 111 trimmed existing stakes and 102 added.

The largest buyer was Edge Capital Group, adding an estimated $5.15B. The largest seller was UBS Group, cutting an estimated $332M.

  • 1,038 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q2 2022, down from 1,050 in Q1 2022.
  • Funds reported $44.2B of Berkshire Hathaway Class A stock for Q2 2022, down 24% quarter-over-quarter.
  • 45 funds opened new Berkshire Hathaway Class A positions in Q2 2022 and 48 closed out, a net change of -3 holders.
  • The largest Berkshire Hathaway Class A buyer in Q2 2022 was Edge Capital Group, an estimated $5.15B added.
  • The largest Berkshire Hathaway Class A seller in Q2 2022 was UBS Group, an estimated $332M sold.

Based on aggregated 13F filings for Q2 2022.