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Berkshire Hathaway Class A
BRK.A

Overview Fund Activity

1,050 hedge funds and large institutions have $50.3B invested in Berkshire Hathaway Class A in 2021 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 73 increasing their positions, 131 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,050
Holders Change
+61
Holders Change %
+6.17%
% of All Funds
16.22%
Holding in Top 10
115
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+18.56%
% of All Funds
1.78%
New
118
Increased
73
Reduced
131
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UB
UMB Bank
Missouri
+$331M
2
First Manhattan
First Manhattan
New York
+$266M
3
Renaissance Technologies
Renaissance Technologies
New York
+$234M
4
CHP
Cable Hill Partners
Oregon
+$28.8M
5
Morgan Stanley
Morgan Stanley
New York
+$26.1M

Top Sellers

1
JWCA
J.W. Cole Advisors
Florida
-$16.2B
2
AA
ALPS Advisors
Colorado
-$430M
3
BIM
Baldwin Investment Management
Pennsylvania
-$236M
4
SVCF
Silicon Valley Community Foundation
California
-$118M
5
EVM
Eaton Vance Management
Massachusetts
-$87.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
476
Advisors Capital Management
New Jersey
$2.25M – – –
NSIM
477
North Star Investment Management
Illinois
$2.25M – – –
RIA
478
Realta Investment Advisors
Delaware
$2.25M – – –
AIS
479
AM Investment Strategies
Tennessee
$2.25M – – –
JAG
480
Journey Advisory Group
Kentucky
$2.25M – – –
BDFN
481
Bond & Devick Financial Network
Minnesota
$2.25M – – –
HWM
482
HFR Wealth Management
New York
$2.25M – – –
CWA
483
Canvas Wealth Advisors
Kansas
$2.25M – – –
RC
484
RBO & Co
California
$2.25M – – –
Vontobel Holding
485
Vontobel Holding
Switzerland
$2.25M – – –
PNAA
486
Pictet North America Advisors
Switzerland
$2.25M – – –
TFO
487
Tarbox Family Office
California
$2.25M – – –
JCM
488
Jacobi Capital Management
Pennsylvania
$2.25M – – –
PA
489
Parallel Advisors
California
$2.25M – – –
CA
490
Centerpoint Advisors
Massachusetts
$2.25M – – –
DIM
491
Delta Investment Management
California
$2.25M – – –
Prudential Financial
492
Prudential Financial
New Jersey
$2.25M +$451K +1 +25%
BFPW
493
BOK Financial Private Wealth
Colorado
$2.25M +$1.35M +3 +150%
WHG
494
Westwood Holdings Group
Texas
$2.25M +$1.35M +3 +150%
YCM
495
Yousif Capital Management
Michigan
$2.25M +$2.25M +5 New
AAS
496
Ameritas Advisory Services
Nebraska
$2.25M +$2.25M +5 New
ZIG
497
Zullo Investment Group
Pennsylvania
$2.25M +$2.25M +5 New
ERWM
498
Elk River Wealth Management
Colorado
$2.25M +$2.25M +500 New
Skandinaviska Enskilda Banken (SEB)
499
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.22M – – –
CL
500
CPWM LLC
Washington
$2.06M – – –
18 19
20
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