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Berkshire Hathaway Class A
BRK.A

1,050 hedge funds and large institutions have $58.2B invested in Berkshire Hathaway Class A in 2022 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 73 increasing their positions, 129 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $50.3B → $58.2B (+$7.95B)

7% more funds holding in top 10

Funds holding in top 10: 115 → 123 (+8)

9% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 46

0% less funds holding

Funds holding: 1,053 → 1,050 (-3)

43% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 129

1,597.75% less ownership

Funds ownership: 1,622.06% → 24.3% (-1,598%)

Holders
1,050
Holders Change
-3
Holders Change %
-0.28%
% of All Funds
16.56%
Holding in Top 10
123
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+6.96%
% of All Funds
1.94%
New
50
Increased
73
Reduced
129
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AFO
Allie Family Office
Florida
+$4.14B
2
WAOI
Wealth Advisors of Iowa
Iowa
+$1.5B
3
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
+$1.44B
4
VF
Virtu Financial
New York
+$268M
5
Norges Bank
Norges Bank
Norway
+$159M

Top Sellers

Rank Fund Capital Flow
1
TIA
Traphagen Investment Advisors
New Jersey
-$534M
2
Renaissance Technologies
Renaissance Technologies
New York
-$409M
3
HCA
Hyperion Capital Advisors
New York
-$162M
4
DPI
Diversified Portfolios Inc
Michigan
-$144M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$123M
Name Holding Trade Value Shares
Change 		Change in
Stake
OLA
326
Oliver Luxxe Assets
New Jersey
$5.29M – – –
OIA
327
OneDigital Investment Advisors
Kansas
$5.29M – – –
PGIM
328
Pacific Global Investment Management
California
$5.29M – – –
SFFS
329
Stonehage Fleming Financial Services
Jersey
$5.29M – – –
B
330
Bellecapital
Switzerland
$5.29M +$485K +1 +11%
NRS
331
Neville Rodie & Shaw
New York
$5.28M – – –
1832 Asset Management
332
1832 Asset Management
Ontario, Canada
$5.22M – – –
VWMG
333
Virginia Wealth Management Group
Virginia
$5.15M – – –
SPI
334
Sutton Place Investors
New York
$5.05M – – –
FFA
335
First Foundation Advisors
California
$4.96M – – –
CNBTD
336
Citizens National Bank Trust Department
Mississippi
$4.84M – – –
KAH
337
Kathryn A. Hall
$4.76M -$3.88M -8 -47%
TA
338
Tiedemann Advisors
New York
$4.76M -$485K -1 -10%
ATC
339
Argent Trust Co
Tennessee
$4.76M – – –
ACP
340
Aviance Capital Partners
Florida
$4.76M – – –
BCM
341
Beddow Capital Management
Wyoming
$4.76M – – –
BA
342
Birinyi Associates
Connecticut
$4.76M – – –
CIC
343
Carnegie Investment Counsel
Ohio
$4.76M – – –
ET
344
Equitable Trust
Tennessee
$4.76M – – –
KWS
345
Keystone Wealth Services
California
$4.76M – – –
MA
346
MJP Associates
Connecticut
$4.76M – – –
RGC
347
Roberts, Glore & Co
Illinois
$4.76M – – –
SMH
348
Sanders Morris Harris
Texas
$4.76M – – –
SNBOSCI
349
Security National Bank of Sioux City Iowa
Iowa
$4.76M – – –
SN
350
Sittner & Nelson
Oregon
$4.76M – – –
12 13
14
15 16

BRK.A Hedge Fund Activity: Q1 2022 in Review

1,050 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q1 2022, worth a combined $58.2B — up 16% from $50.3B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new BRK.A positions and 46 closed out — a net gain of 4 holders — while 73 added to existing stakes and 129 trimmed.

The largest buyer was Allie Family Office, opening a new position worth an estimated $4.14B. The largest seller was Traphagen Investment Advisors, cutting an estimated $534M.

  • 1,050 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q1 2022, down from 1,053 in Q4 2021.
  • Funds reported $58.2B of Berkshire Hathaway Class A stock for Q1 2022, up 16% quarter-over-quarter.
  • 50 funds opened new Berkshire Hathaway Class A positions in Q1 2022 and 46 closed out, a net change of +4 holders.
  • The largest Berkshire Hathaway Class A buyer in Q1 2022 was Allie Family Office, an estimated $4.14B added.
  • The largest Berkshire Hathaway Class A seller in Q1 2022 was Traphagen Investment Advisors, an estimated $534M sold.

Based on aggregated 13F filings for Q1 2022.