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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
LI
251
LMCG Investments
Massachusetts
$6.1M
OPS
252
Orion Portfolio Solutions
Nebraska
$6.1M
RPC
253
Rossmore Private Capital
Connecticut
$6.1M
VC
254
Vicus Capital
Pennsylvania
$6.1M
AWM
255
AE Wealth Management
Kansas
$6.1M +$856K +2 +15%
GT
256
Greenleaf Trust
Michigan
$6.1M +$3.85M +9 +150%
Russell Investments Group
257
Russell Investments Group
United Kingdom
$6.1M -$18.4M -43 -74%
Amundi
258
Amundi
France
$5.89M -$428K -1 -7%
AA
259
Aire Advisors
California
$5.69M
KJHP
260
K.J. Harrison & Partners
Ontario, Canada
$5.69M
LFG
261
Lazard Frères Gestion
France
$5.69M
USCWA
262
U.S. Capital Wealth Advisors
Texas
$5.69M
VFA
263
Valeo Financial Advisors
Indiana
$5.69M
WSTAM
264
Wilbanks Smith & Thomas Asset Management
Virginia
$5.69M
VWMG
265
Virginia Wealth Management Group
Virginia
$5.69M +$1.71M +4 +40%
BCWM
266
Bartlett & Co Wealth Management
Ohio
$5.69M
BC
267
Bartlett & Co
Ohio
$5.69M
Comerica Bank
268
Comerica Bank
Texas
$5.62M -$428K -1 -7%
BEAM
269
Baker Ellis Asset Management
Washington
$5.28M
CWC
270
Carolinas Wealth Consulting
North Carolina
$5.28M
CTC
271
Central Trust Company
Missouri
$5.28M
Connor, Clark & Lunn Investment Management (CC&L)
272
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.28M
FT
273
Fiduciary Trust
Massachusetts
$5.28M
FPCP
274
Fort Point Capital Partners
California
$5.28M
ISL
275
Ingalls & Snyder LLC
New York
$5.28M

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.