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Berkshire Hathaway Class A
BRK.A

Overview Fund Activity

1,050 hedge funds and large institutions have $50.3B invested in Berkshire Hathaway Class A in 2021 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 73 increasing their positions, 131 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,050
Holders Change
+61
Holders Change %
+6.17%
% of All Funds
16.22%
Holding in Top 10
115
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+18.56%
% of All Funds
1.78%
New
118
Increased
73
Reduced
131
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UB
UMB Bank
Missouri
+$331M
2
First Manhattan
First Manhattan
New York
+$266M
3
Renaissance Technologies
Renaissance Technologies
New York
+$234M
4
CHP
Cable Hill Partners
Oregon
+$28.8M
5
Morgan Stanley
Morgan Stanley
New York
+$26.1M

Top Sellers

1
JWCA
J.W. Cole Advisors
Florida
-$16.2B
2
AA
ALPS Advisors
Colorado
-$430M
3
BIM
Baldwin Investment Management
Pennsylvania
-$236M
4
SVCF
Silicon Valley Community Foundation
California
-$118M
5
EVM
Eaton Vance Management
Massachusetts
-$87.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECG
376
Edge Capital Group
Georgia
$3.61M – – –
HC
377
Hoese & Co
Minnesota
$3.61M – – –
NA
378
Nottingham Advisors
New York
$3.61M – – –
CCM
379
Compass Capital Management
Minnesota
$3.61M – – –
PCM
380
Palisade Capital Management
New Jersey
$3.61M – – –
BFS
381
Bradley Foster & Sargent
Connecticut
$3.61M – – –
SPIA
382
Steward Partners Investment Advisory
New York
$3.61M +$451K +1 +14%
CCM
383
Coldstream Capital Management
Washington
$3.61M +$901K +2 +33%
BP
384
Ballentine Partners
Massachusetts
$3.61M +$901K +2 +33%
OFG
385
Oxford Financial Group
Indiana
$3.61M +$2.25M +5 +167%
AWM
386
Apollon Wealth Management
South Carolina
$3.61M +$3.61M +8 New
UI
387
Unconventional Investor
New Hampshire
$3.61M +$3.61M +8 New
IWN
388
Independent Wealth Network
Iowa
$3.61M +$3.61M +8 New
MIM
389
Moseley Investment Management
Florida
$3.61M +$3.61M +8 New
BFA
390
Bragg Financial Advisors
North Carolina
$3.29M – – –
SC
391
Scotia Capital
Ontario, Canada
$3.16M – – –
SI
392
Stephens Inc
Arkansas
$3.16M -$901K -2 -22%
PWP
393
Principle Wealth Partners
Connecticut
$3.16M -$451K -1 -13%
BJL
394
Brighton Jones LLC
Washington
$3.16M – – –
SIC
395
Salem Investment Counselors
North Carolina
$3.16M – – –
TSW
396
Thompson Siegel & Walmsley
Virginia
$3.16M – – –
OCM
397
Osterweis Capital Management
California
$3.16M – – –
DDC
398
DF Dent & Co
Maryland
$3.16M – – –
MA
399
MUFG Americas
New York
$3.16M – – –
BDF
400
Balasa Dinverno & Foltz
$3.16M – – –
14 15
16
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