We are live on ! Find out more
BRK.A icon

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
VFA
276
Valeo Financial Advisors
Indiana
$6.56M
WSTAM
277
Wilbanks Smith & Thomas Asset Management
Virginia
$6.56M
LFG
278
Lazard Frères Gestion
France
$6.56M
WIM
279
WealthPlan Investment Management
Nebraska
$6.19M -$898K -2 -13%
Comerica Bank
280
Comerica Bank
Texas
$6.19M
WP
281
WealthPLAN Partners
Nebraska
$6.14M +$5.83M +13 New
AA
282
Aire Advisors
California
$6.09M
BEAM
283
Baker Ellis Asset Management
Washington
$6.09M
CWC
284
Carolinas Wealth Consulting
North Carolina
$6.09M
CTC
285
Central Trust Company
Missouri
$6.09M
FT
286
Fiduciary Trust
Massachusetts
$6.09M
NW
287
NewEdge Wealth
Pennsylvania
$6.09M
Citadel Advisors
288
Citadel Advisors
Florida
$6.09M +$4.04M +9 +225%
ISL
289
Ingalls & Snyder LLC
New York
$6.09M
PCI
290
Pacifica Capital Investments
Texas
$6.09M
CIBC World Market
291
CIBC World Market
Ontario, Canada
$5.63M
FCI
292
Financial Counselors Inc
Kansas
$5.63M
Envestnet Asset Management
293
Envestnet Asset Management
Illinois
$5.62M -$1.35M -3 -20%
VWMG
294
Virginia Wealth Management Group
Virginia
$5.62M -$898K -2 -14%
FPCP
295
Fort Point Capital Partners
California
$5.62M -$449K -1 -8%
CPIA
296
Cornell Pochily Investment Advisors
New York
$5.62M
MPM
297
MBB Public Markets
Illinois
$5.62M
MA
298
Mutual Advisors
Nebraska
$5.62M
SNB
299
Security National Bank
Nebraska
$5.62M
AAS
300
Avantax Advisory Services
Texas
$5.62M +$449K +1 +9%

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.