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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
OPS
251
Orion Portfolio Solutions
Nebraska
$6.13M -$942K -2 -12%
BFS
252
Bard Financial Services
Connecticut
$6.13M
CAM
253
Carret Asset Management
New York
$6.13M
GLLW
254
Graves Light Lenhart Wealth
Virginia
$6.13M
GAM
255
Griffin Asset Management
New York
$6.13M
LI
256
LMCG Investments
Massachusetts
$6.13M
PC
257
Pecaut & Co
Iowa
$6.13M
RPC
258
Rossmore Private Capital
Connecticut
$6.13M
SNB
259
Security National Bank
Nebraska
$6.13M
VC
260
Vicus Capital
Pennsylvania
$6.13M
AWA
261
Arete Wealth Advisors
Illinois
$6.13M +$471K +1 +7%
CIC
262
Carnegie Investment Counsel
Ohio
$6.13M +$2.83M +6 +67%
Comerica Bank
263
Comerica Bank
Texas
$5.95M +$471K +1 +8%
KJHP
264
K.J. Harrison & Partners
Ontario, Canada
$5.73M
LFG
265
Lazard Frères Gestion
France
$5.73M
AA
266
Aire Advisors
California
$5.73M
BC
267
Bartlett & Co
Ohio
$5.73M
BCWM
268
Bartlett & Co Wealth Management
Ohio
$5.73M
BDWM
269
Brewin Dolphin Wealth Management
Ireland
$5.72M
USCWA
270
U.S. Capital Wealth Advisors
Texas
$5.72M
VFA
271
Valeo Financial Advisors
Indiana
$5.72M
WSTAM
272
Wilbanks Smith & Thomas Asset Management
Virginia
$5.72M
PAG
273
Private Advisor Group
New Jersey
$5.72M +$471K +1 +8%
Northwestern Mutual Wealth Management
274
Northwestern Mutual Wealth Management
Wisconsin
$5.32M -$3.3M -7 -35%
BEAM
275
Baker Ellis Asset Management
Washington
$5.32M

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.