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Berkshire Hathaway Class A
BRK.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: 117 → 127 (+10)

4% more funds holding

Funds holding: 1,035 → 1,078 (+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
–

Top Buyers

Rank Fund Capital Flow
1
First Manhattan
First Manhattan
New York
+$1.63B
2
PAI
Pittenger & Anderson Inc
Nebraska
+$1.42B
3
BIM
Baldwin Investment Management
Pennsylvania
+$256M
4
Morgan Stanley
Morgan Stanley
New York
+$189M
5
MWM
Marietta Wealth Management
Georgia
+$89.8M

Top Sellers

Rank Fund Capital Flow
1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$267B
2
BSG
Black Swift Group
Colorado
-$4.99B
3
CWA
CM Wealth Advisors
Ohio
-$406M
4
Norges Bank
Norges Bank
Norway
-$187M
5
Northern Trust
Northern Trust
Illinois
-$150M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
426
Augustine Asset Management
Florida
$2.81M – – –
AC
427
Avenir Corporation
Virginia
$2.81M – – –
AWM
428
Avondale Wealth Management
Texas
$2.81M – – –
BWP
429
Balboa Wealth Partners
Arizona
$2.81M – – –
BC
430
Blackhill Capital
New Jersey
$2.81M – – –
CCA
431
Cadent Capital Advisors
Oklahoma
$2.81M – – –
CAMG
432
CWA Asset Management Group
Florida
$2.81M – – –
LWCFA
433
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.81M – – –
MCM
434
MAI Capital Management
Ohio
$2.81M – – –
NCM
435
Northside Capital Management
Oregon
$2.81M – – –
TAM
436
Tocqueville Asset Management
New York
$2.81M – – –
AWA
437
Aaron Wealth Advisors
Illinois
$2.81M +$2.69M +6 New
ECP
438
Epacria Capital Partners
Colorado
$2.81M +$2.69M +6 New
KCM
439
Kaye Capital Management
California
$2.81M +$2.69M +6 New
AIS
440
AM Investment Strategies
Tennessee
$2.81M – – –
BMC
441
Beaton Management Company
Massachusetts
$2.81M – – –
CBTWT
442
Community Bank & Trust (Waco, Texas)
Texas
$2.81M – – –
LCM
443
Linker Capital Management
Kentucky
$2.81M – – –
ST
444
Sageworth Trust
Pennsylvania
$2.81M – – –
VC
445
Vestor Capital
Illinois
$2.81M – – –
WHG
446
Westwood Holdings Group
Texas
$2.81M – – –
MF
447
Magnetar Financial
Illinois
$2.81M +$2.69M +6 New
BPA
448
Beacon Pointe Advisors
California
$2.81M – – –
National Bank of Canada
449
National Bank of Canada
Quebec, Canada
$2.81M – – –
ACM
450
Advisors Capital Management
New Jersey
$2.34M – – –
16 17
18
19 20

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.