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Berkshire Hathaway Class A

1,078 hedge funds and large institutions have $51.8B invested in Berkshire Hathaway Class A in 2022 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 83 increasing their positions, 110 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 36

18% more capital invested

Capital invested by funds: $43.9B → $51.8B (+$7.92B)

9% more funds holding in top 10

Funds holding in top 10: 117127 (+10)

4% more funds holding

Funds holding: 1,0351,078 (+43)

25% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 110

102.08% less ownership

Funds ownership: 127.6%25.52% (-102%)

Holders
1,078
Holders Change
+43
Holders Change %
+4.15%
% of All Funds
17.33%
Holding in Top 10
127
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+8.55%
% of All Funds
2.04%
New
94
Increased
83
Reduced
110
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ET
401
Equitable Trust
Tennessee
$3.28M
KS
402
Karpas Strategies
Connecticut
$3.28M
MPI
403
Mairs & Power Inc
Minnesota
$3.28M
MAA
404
Mraz Amerine & Associates
California
$3.28M
MMHP
405
Murphy Middleton Hinkle & Parker
Georgia
$3.28M
OC
406
Oppenheimer & Co
New York
$3.28M
OCM
407
Osterweis Capital Management
California
$3.28M
PL
408
Parthenon LLC
Kentucky
$3.28M
PWP
409
Principle Wealth Partners
Connecticut
$3.28M
SWA
410
SOA Wealth Advisors
New York
$3.28M
SI
411
Stephens Inc
Arkansas
$3.28M
SAM
412
Summit Asset Management
Tennessee
$3.28M
TCA
413
Transcend Capital Advisors
New Jersey
$3.28M
YL
414
YCG LLC
Texas
$3.28M
SIM
415
Sterling Investment Management
Arizona
$3.28M +$449K +1 +17%
CG
416
Caprock Group
Idaho
$3.28M +$1.35M +3 +75%
JEST
417
JTC Employer Solutions Trustee
Jersey
$3.28M
API
418
Advisor Partners II
California
$3.26M
TIA
419
Traphagen Investment Advisors
New Jersey
$3.1M -$87.1M -194 -2%
CA
420
Cetera Advisors
Colorado
$2.81M -$1.8M -4 -40%
RCG
421
Resource Consulting Group
Florida
$2.81M -$1.35M -3 -33%
RGC
422
Roberts, Glore & Co
Illinois
$2.81M -$1.35M -3 -33%
SBWIC
423
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.81M -$898K -2 -25%
AIP
424
Ameritas Investment Partners
Nebraska
$2.81M
AWM
425
Apollon Wealth Management
South Carolina
$2.81M

BRK.A Hedge Fund Activity: Q4 2022 in Review

1,078 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q4 2022, worth a combined $51.8B — up 18% from $43.9B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new BRK.A positions and 36 closed out — a net gain of 58 holders — while 83 added to existing stakes and 110 trimmed.

The largest buyer was First Manhattan, adding an estimated $1.63B. The largest seller was BNP Paribas Financial Markets, cutting an estimated $267B.

  • 1,078 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q4 2022, up from 1,035 in Q3 2022.
  • Funds reported $51.8B of Berkshire Hathaway Class A stock for Q4 2022, up 18% quarter-over-quarter.
  • 94 funds opened new Berkshire Hathaway Class A positions in Q4 2022 and 36 closed out, a net change of +58 holders.
  • The largest Berkshire Hathaway Class A buyer in Q4 2022 was First Manhattan, an estimated $1.63B added.
  • The largest Berkshire Hathaway Class A seller in Q4 2022 was BNP Paribas Financial Markets, an estimated $267B sold.

Based on aggregated 13F filings for Q4 2022.