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Berkshire Hathaway Class A

1,035 hedge funds and large institutions have $43.9B invested in Berkshire Hathaway Class A in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 75 increasing their positions, 120 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

102.87% more ownership

Funds ownership: 24.73%127.6% (+103%)

32% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 37

4% more funds holding in top 10

Funds holding in top 10: 113117 (+4)

0% less funds holding

Funds holding: 1,0381,035 (-3)

1% less capital invested

Capital invested by funds: $44.2B → $43.9B (-$239M)

38% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 120

38% less call options, than puts

Call options by funds: $31.9M | Put options by funds: $51.6M

Holders
1,035
Holders Change
-3
Holders Change %
-0.29%
% of All Funds
17.83%
Holding in Top 10
117
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.54%
% of All Funds
2.02%
New
49
Increased
75
Reduced
120
Closed
37
Calls
$31.9M
Puts
$51.6M
Net Calls
-$19.7M
Net Calls Change
-$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SI
401
Stephens Inc
Arkansas
$2.85M
SAM
402
Summit Asset Management
Tennessee
$2.85M
TCA
403
Transcend Capital Advisors
New Jersey
$2.85M
YL
404
YCG LLC
Texas
$2.85M
CAM
405
Cresset Asset Management
Illinois
$2.85M +$2.57M +6 +600%
JEST
406
JTC Employer Solutions Trustee
Jersey
$2.84M
API
407
Advisor Partners II
California
$2.83M +$3M +7 New
TIA
408
Traphagen Investment Advisors
New Jersey
$2.73M -$50.9M -119 -1%
Arrowstreet Capital
409
Arrowstreet Capital
Massachusetts
$2.44M -$380M -888 -99%
WHG
410
Westwood Holdings Group
Texas
$2.44M -$1.28M -3 -33%
CAN
411
Cetera Advisor Networks
California
$2.44M -$856K -2 -25%
BF
412
BOK Financial
Oklahoma
$2.44M -$428K -1 -14%
AWM
413
Apollon Wealth Management
South Carolina
$2.44M
AAM
414
Augustine Asset Management
Florida
$2.44M
AC
415
Avenir Corporation
Virginia
$2.44M
AWM
416
Avondale Wealth Management
Texas
$2.44M
BMC
417
Beaton Management Company
Massachusetts
$2.44M
BC
418
Blackhill Capital
New Jersey
$2.44M
CCA
419
Cadent Capital Advisors
Oklahoma
$2.44M
CBTWT
420
Community Bank & Trust (Waco, Texas)
Texas
$2.44M
CAMG
421
CWA Asset Management Group
Florida
$2.44M
FWCM
422
Ferguson Wellman Capital Management
Oregon
$2.44M
LCM
423
Linker Capital Management
Kentucky
$2.44M
LWCFA
424
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.44M
MCM
425
MAI Capital Management
Ohio
$2.44M

BRK.A Hedge Fund Activity: Q3 2022 in Review

1,035 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q3 2022, worth a combined $43.9B — down 0.54% from $44.2B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new BRK.A positions and 37 closed out — a net gain of 12 holders — while 75 added to existing stakes and 120 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $255B. The largest seller was Edge Capital Group, cutting an estimated $4.68B.

  • 1,035 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q3 2022, down from 1,038 in Q2 2022.
  • Funds reported $43.9B of Berkshire Hathaway Class A stock for Q3 2022, down 0.54% quarter-over-quarter.
  • 49 funds opened new Berkshire Hathaway Class A positions in Q3 2022 and 37 closed out, a net change of +12 holders.
  • The largest Berkshire Hathaway Class A buyer in Q3 2022 was BNP Paribas Financial Markets, an estimated $255B added.
  • The largest Berkshire Hathaway Class A seller in Q3 2022 was Edge Capital Group, an estimated $4.68B sold.

Based on aggregated 13F filings for Q3 2022.