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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
MJRIC
251
Mogy Joel R Investment Counsel
California
$7.21M +$1.73M +4 +33%
VC
252
Vicus Capital
Pennsylvania
$7.19M – – –
WP
253
WealthPLAN Partners
Nebraska
$7.05M – – –
PC
254
Pecaut & Co
Iowa
$6.76M -$1.73M -4 -21%
GAM
255
Griffin Asset Management
New York
$6.76M -$432K -1 -6%
BFS
256
Bard Financial Services
Connecticut
$6.76M – – –
CAM
257
Carret Asset Management
New York
$6.76M – – –
GLLW
258
Graves Light Lenhart Wealth
Virginia
$6.76M – – –
Robeco Institutional Asset Management
259
Robeco Institutional Asset Management
Netherlands
$6.76M – – –
RPC
260
Rossmore Private Capital
Connecticut
$6.76M – – –
NAMM
261
NorthStar Asset Management (Massachusetts)
Massachusetts
$6.76M -$43.2M -100 -24%
GFPC
262
Global Financial Private Client
Florida
$6.76M – – –
KJHP
263
K.J. Harrison & Partners
Ontario, Canada
$6.32M – – –
PAG
264
Private Advisor Group
New Jersey
$6.31M +$864K +2 +17%
BDWM
265
Brewin Dolphin Wealth Management
Ireland
$6.31M -$432K -1 -7%
LKIM
266
Lawson Kroeker Investment Management
Nebraska
$6.31M – – –
Mercer Global Advisors
267
Mercer Global Advisors
Colorado
$6.31M – – –
USCWA
268
U.S. Capital Wealth Advisors
Texas
$6.31M – – –
VFA
269
Valeo Financial Advisors
Indiana
$6.31M – – –
WSTAM
270
Wilbanks Smith & Thomas Asset Management
Virginia
$6.31M – – –
WF
271
WoodTrust Financial
Wisconsin
$6.31M +$432K +1 +8%
AA
272
Aire Advisors
California
$6.31M +$6.05M +14 New
Comerica Bank
273
Comerica Bank
Texas
$6M – – –
FT
274
Fiduciary Trust
Massachusetts
$5.86M -$432K -1 -7%
BEAM
275
Baker Ellis Asset Management
Washington
$5.86M – – –
9 10
11
12 13

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.