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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
NG
376
Northstar Group
New York
$3.27M
NA
377
Nottingham Advisors
New York
$3.27M
OFG
378
Oxford Financial Group
Indiana
$3.27M
PCM
379
Palisade Capital Management
New Jersey
$3.27M
PSP
380
Principal Street Partners
Tennessee
$3.27M
RG
381
Rathbones Group
United Kingdom
$3.27M
RWA
382
Ropes Wealth Advisors
Massachusetts
$3.27M
SMA
383
Sage Mountain Advisors
Georgia
$3.27M
SDIC
384
South Dakota Investment Council
South Dakota
$3.27M
SA
385
SRH Advisors
Kansas
$3.27M
SPIA
386
Steward Partners Investment Advisory
New York
$3.27M
CBA
387
Coastal Bridge Advisors
Connecticut
$3.27M +$471K +1 +14%
CAN
388
Cetera Advisor Networks
California
$3.27M +$942K +2 +33%
VIA
389
Vident Investment Advisory
Georgia
$3.27M +$3.77M +8 New
UI
390
Unconventional Investor
New Hampshire
$3.27M +$373M +792 +9,900%
BPA
391
Beacon Pointe Advisors
California
$3.27M -$471K -1 -13%
JEST
392
JTC Employer Solutions Trustee
Jersey
$2.87M +$471K +1 +17%
National Bank of Canada
393
National Bank of Canada
Quebec, Canada
$2.87M
MMHP
394
Murphy Middleton Hinkle & Parker
Georgia
$2.86M -$4.71M -10 -59%
BG
395
Bahl & Gaynor
Ohio
$2.86M -$1.88M -4 -36%
BF
396
BOK Financial
Oklahoma
$2.86M -$471K -1 -13%
AL
397
Aspiriant LLC
California
$2.86M
BDF
398
Balasa Dinverno & Foltz
$2.86M
DDC
399
DF Dent & Co
Maryland
$2.86M
DCM
400
Dimension Capital Management
Florida
$2.86M

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.