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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
BFPW
451
BOK Financial Private Wealth
Colorado
$2.04M -$471K -1 -17%
CWM
452
Congress Wealth Management
Massachusetts
$2.04M -$471K -1 -17%
WT
453
Washington Trust
Rhode Island
$2.04M -$471K -1 -17%
ACM
454
Advisors Capital Management
New Jersey
$2.04M
AAS
455
Ameritas Advisory Services
Nebraska
$2.04M
AIS
456
AM Investment Strategies
Tennessee
$2.04M
BFEC
457
Benjamin F. Edwards & Company
Missouri
$2.04M
BDFN
458
Bond & Devick Financial Network
Minnesota
$2.04M
CS
459
Cannell & Spears
New York
$2.04M
CWA
460
Canvas Wealth Advisors
Kansas
$2.04M
CFM
461
Capricorn Fund Managers
United Kingdom
$2.04M
CT
462
Chicago Trust
Illinois
$2.04M
CIM
463
Confluence Investment Management
Missouri
$2.04M
CL
464
CPWM LLC
Washington
$2.04M
DIM
465
Delta Investment Management
California
$2.04M
Dodge & Cox
466
Dodge & Cox
California
$2.04M
Fiera Capital (Canada)
467
Fiera Capital (Canada)
Quebec, Canada
$2.04M
FDCC
468
Foster Dykema Cabot & Co
Massachusetts
$2.04M
FF
469
FourThought Financial
Florida
$2.04M
HBT
470
Hills Bank & Trust
Iowa
$2.04M
JCM
471
Jacobi Capital Management
Pennsylvania
$2.04M
MFG
472
Magnus Financial Group
New York
$2.04M
MPM
473
Meritage Portfolio Management
Kansas
$2.04M
NCM
474
Narwhal Capital Management
Georgia
$2.04M
NSIM
475
North Star Investment Management
Illinois
$2.04M

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.