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Berkshire Hathaway Class A

1,078 hedge funds and large institutions have $51.8B invested in Berkshire Hathaway Class A in 2022 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 83 increasing their positions, 110 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 36

18% more capital invested

Capital invested by funds: $43.9B → $51.8B (+$7.92B)

9% more funds holding in top 10

Funds holding in top 10: 117127 (+10)

4% more funds holding

Funds holding: 1,0351,078 (+43)

25% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 110

102.08% less ownership

Funds ownership: 127.6%25.52% (-102%)

Holders
1,078
Holders Change
+43
Holders Change %
+4.15%
% of All Funds
17.33%
Holding in Top 10
127
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+8.55%
% of All Funds
2.04%
New
94
Increased
83
Reduced
110
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Asset Management
251
CIBC Asset Management
Ontario, Canada
$7.5M -$4.04M -9 -36%
DWP
252
Destiny Wealth Partners
Florida
$7.5M
CAM
253
CPA Asset Management
Florida
$7.5M +$71.8M +160 New
WF
254
WoodTrust Financial
Wisconsin
$7.5M
Amundi
255
Amundi
France
$7.26M +$449K +1 +7%
BFS
256
Bard Financial Services
Connecticut
$7.03M
CAM
257
Carret Asset Management
New York
$7.03M
Russell Investments Group
258
Russell Investments Group
United Kingdom
$7.03M
PC
259
Pecaut & Co
Iowa
$7.03M -$898K -2 -12%
AWM
260
AE Wealth Management
Kansas
$7.03M
GFPC
261
Global Financial Private Client
Florida
$7.03M
GLLW
262
Graves Light Lenhart Wealth
Virginia
$7.03M
GAM
263
Griffin Asset Management
New York
$7.03M
LI
264
LMCG Investments
Massachusetts
$7.03M
MJP
265
Michael J. Puzo
$7.03M
OPS
266
Orion Portfolio Solutions
Nebraska
$7.03M
RPC
267
Rossmore Private Capital
Connecticut
$7.03M
VC
268
Vicus Capital
Pennsylvania
$7.03M
SWA
269
Strata Wealth Advisors
Texas
$7.03M +$6.73M +15 New
Janus Henderson Group
270
Janus Henderson Group
United Kingdom
$7.02M +$898K +2 +15%
BC
271
Bartlett & Co
Ohio
$6.56M
NAMM
272
NorthStar Asset Management (Massachusetts)
Massachusetts
$6.56M -$449K -1 -0.3%
LKIM
273
Lawson Kroeker Investment Management
Nebraska
$6.56M -$3.59M -8 -36%
BCWM
274
Bartlett & Co Wealth Management
Ohio
$6.56M
USCWA
275
U.S. Capital Wealth Advisors
Texas
$6.56M

BRK.A Hedge Fund Activity: Q4 2022 in Review

1,078 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q4 2022, worth a combined $51.8B — up 18% from $43.9B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new BRK.A positions and 36 closed out — a net gain of 58 holders — while 83 added to existing stakes and 110 trimmed.

The largest buyer was First Manhattan, adding an estimated $1.63B. The largest seller was BNP Paribas Financial Markets, cutting an estimated $267B.

  • 1,078 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q4 2022, up from 1,035 in Q3 2022.
  • Funds reported $51.8B of Berkshire Hathaway Class A stock for Q4 2022, up 18% quarter-over-quarter.
  • 94 funds opened new Berkshire Hathaway Class A positions in Q4 2022 and 36 closed out, a net change of +58 holders.
  • The largest Berkshire Hathaway Class A buyer in Q4 2022 was First Manhattan, an estimated $1.63B added.
  • The largest Berkshire Hathaway Class A seller in Q4 2022 was BNP Paribas Financial Markets, an estimated $267B sold.

Based on aggregated 13F filings for Q4 2022.