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Berkshire Hathaway Class A

1,035 hedge funds and large institutions have $43.9B invested in Berkshire Hathaway Class A in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 75 increasing their positions, 120 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

102.87% more ownership

Funds ownership: 24.73%127.6% (+103%)

32% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 37

4% more funds holding in top 10

Funds holding in top 10: 113117 (+4)

0% less funds holding

Funds holding: 1,0381,035 (-3)

1% less capital invested

Capital invested by funds: $44.2B → $43.9B (-$239M)

38% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 120

38% less call options, than puts

Call options by funds: $31.9M | Put options by funds: $51.6M

Holders
1,035
Holders Change
-3
Holders Change %
-0.29%
% of All Funds
17.83%
Holding in Top 10
117
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.54%
% of All Funds
2.02%
New
49
Increased
75
Reduced
120
Closed
37
Calls
$31.9M
Puts
$51.6M
Net Calls
-$19.7M
Net Calls Change
-$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SQA
226
Simon Quick Advisors
New Jersey
$7.32M -$428K -1 -5%
AAM
227
AR Asset Management
California
$7.32M
Carson Wealth (CWM LLC)
228
Carson Wealth (CWM LLC)
Nebraska
$7.32M +$428K +1 +6%
Mercer Global Advisors
229
Mercer Global Advisors
Colorado
$7.32M +$856K +2 +13%
WIM
230
WealthPlan Investment Management
Nebraska
$6.92M +$6.42M +15 New
Susquehanna International Group
231
Susquehanna International Group
Pennsylvania
$6.91M -$12.4M -29 -63%
ESB
232
Essex Savings Bank
Connecticut
$6.91M
EWM
233
Evercore Wealth Management
New York
$6.91M
KFGK
234
Keystone Financial Group (Kentucky)
Kentucky
$6.91M
MWM
235
Modera Wealth Management
New Jersey
$6.91M
WCM
236
Wallace Capital Management
Texas
$6.91M
WCM
237
Weik Capital Management
Pennsylvania
$6.91M
PC
238
Pecaut & Co
Iowa
$6.91M +$856K +2 +13%
CIA
239
Choate Investment Advisors
Massachusetts
$6.5M
DWP
240
Destiny Wealth Partners
Florida
$6.5M
WF
241
WoodTrust Financial
Wisconsin
$6.5M
GFPC
242
Global Financial Private Client
Florida
$6.2M
NAMM
243
NorthStar Asset Management (Massachusetts)
Massachusetts
$6.1M
Envestnet Asset Management
244
Envestnet Asset Management
Illinois
$6.1M -$5.14M -12 -44%
MJP
245
Michael J. Puzo
$6.1M -$428K -1 -6%
AWA
246
Arete Wealth Advisors
Illinois
$6.1M
BFS
247
Bard Financial Services
Connecticut
$6.1M
CAM
248
Carret Asset Management
New York
$6.1M
GLLW
249
Graves Light Lenhart Wealth
Virginia
$6.1M
GAM
250
Griffin Asset Management
New York
$6.1M

BRK.A Hedge Fund Activity: Q3 2022 in Review

1,035 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q3 2022, worth a combined $43.9B — down 0.54% from $44.2B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new BRK.A positions and 37 closed out — a net gain of 12 holders — while 75 added to existing stakes and 120 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $255B. The largest seller was Edge Capital Group, cutting an estimated $4.68B.

  • 1,035 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q3 2022, down from 1,038 in Q2 2022.
  • Funds reported $43.9B of Berkshire Hathaway Class A stock for Q3 2022, down 0.54% quarter-over-quarter.
  • 49 funds opened new Berkshire Hathaway Class A positions in Q3 2022 and 37 closed out, a net change of +12 holders.
  • The largest Berkshire Hathaway Class A buyer in Q3 2022 was BNP Paribas Financial Markets, an estimated $255B added.
  • The largest Berkshire Hathaway Class A seller in Q3 2022 was Edge Capital Group, an estimated $4.68B sold.

Based on aggregated 13F filings for Q3 2022.