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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
AWS
351
AJ Wealth Strategies
New York
$3.68M +$471K +1 +13%
Cerity Partners
352
Cerity Partners
New York
$3.68M +$471K +1 +13%
WHG
353
Westwood Holdings Group
Texas
$3.68M +$1.41M +3 +50%
WAOI
354
Wealth Advisors of Iowa
Iowa
$3.55M +$2.83M +6 +0.2%
SC
355
Scotia Capital
Ontario, Canada
$3.27M +$471K +1 +14%
BMO
356
Beck Mack & Oliver
New York
$3.27M -$1.88M -4 -33%
BJL
357
Brighton Jones LLC
Washington
$3.27M -$471K -1 -11%
FWM
358
Frontier Wealth Management
Missouri
$3.27M -$471K -1 -11%
ANBT
359
American National Bank & Trust
Texas
$3.27M
AAM
360
Aureus Asset Management
Massachusetts
$3.27M
BP
361
Ballentine Partners
Massachusetts
$3.27M
BFS
362
Bradley Foster & Sargent
Connecticut
$3.27M
BFA
363
Bragg Financial Advisors
North Carolina
$3.27M
CAM
364
Cidel Asset Management
Ontario, Canada
$3.27M
CCM
365
Compass Capital Management
Minnesota
$3.27M
CIC
366
Crawford Investment Counsel
Georgia
$3.27M
FNFDCM
367
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.27M
GC
368
Giverny Capital
Quebec, Canada
$3.27M
HC
369
Hoese & Co
Minnesota
$3.27M
KPW
370
Kore Private Wealth
New York
$3.27M
Kovitz Investment Group Partners
371
Kovitz Investment Group Partners
Illinois
$3.27M
MIM
372
Moseley Investment Management
Florida
$3.27M
MA
373
MUFG Americas
New York
$3.27M
NFG
374
Nations Financial Group
Iowa
$3.27M
NHC
375
Nicholas Hoffman & Company
Georgia
$3.27M

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.