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Berkshire Hathaway Class A
BRK.A

1,050 hedge funds and large institutions have $58.2B invested in Berkshire Hathaway Class A in 2022 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 73 increasing their positions, 129 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $50.3B → $58.2B (+$7.95B)

7% more funds holding in top 10

Funds holding in top 10: 115 → 123 (+8)

9% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 46

0% less funds holding

Funds holding: 1,053 → 1,050 (-3)

43% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 129

1,597.75% less ownership

Funds ownership: 1,622.06% → 24.3% (-1,598%)

Holders
1,050
Holders Change
-3
Holders Change %
-0.28%
% of All Funds
16.56%
Holding in Top 10
123
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+6.96%
% of All Funds
1.94%
New
50
Increased
73
Reduced
129
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AFO
Allie Family Office
Florida
+$4.14B
2
WAOI
Wealth Advisors of Iowa
Iowa
+$1.5B
3
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
+$1.44B
4
VF
Virtu Financial
New York
+$268M
5
Norges Bank
Norges Bank
Norway
+$159M

Top Sellers

Rank Fund Capital Flow
1
TIA
Traphagen Investment Advisors
New Jersey
-$534M
2
Renaissance Technologies
Renaissance Technologies
New York
-$409M
3
HCA
Hyperion Capital Advisors
New York
-$162M
4
DPI
Diversified Portfolios Inc
Michigan
-$144M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$123M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
501
Stratos Wealth Partners
Ohio
$2.65M +$485K +1 +25%
CFM
502
Capricorn Fund Managers
United Kingdom
$2.65M +$2.43M +5 New
S
503
swisspartners
Liechtenstein
$2.64M -$2.43M -5 -50%
Skandinaviska Enskilda Banken (SEB)
504
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.62M – – –
CWA
505
Canvas Wealth Advisors
Kansas
$2.41M – – –
RAM
506
RK Asset Management
Michigan
$2.12M – – –
BCI
507
Brinker Capital Investments
Pennsylvania
$2.12M -$1.94M -4 -50%
IWN
508
Independent Wealth Network
Iowa
$2.12M -$1.94M -4 -50%
T2I
509
Turim 21 Investimentos
Brazil
$2.12M -$1.94M -4 -50%
CPA
510
Court Place Advisors
Maryland
$2.12M -$971K -2 -33%
AFG
511
Allegheny Financial Group
Pennsylvania
$2.12M – – –
Aristotle Capital Management
512
Aristotle Capital Management
California
$2.12M – – –
BPWM
513
Badgley Phelps Wealth Managers
Washington
$2.12M – – –
BCV
514
Banque Cantonale Vaudoise
Switzerland
$2.12M – – –
BBI
515
Baxter Bros Inc
Connecticut
$2.12M – – –
BDCM
516
Black Diamond Capital Management
Connecticut
$2.12M – – –
BTW
517
Boston Trust Walden
Massachusetts
$2.12M – – –
BLAM
518
Bourne Lent Asset Management
New York
$2.12M – – –
BCM
519
BTC Capital Management
Iowa
$2.12M – – –
CCM
520
Canal Capital Management
Virginia
$2.12M – – –
CIA
521
Capital Investment Advisors
Georgia
$2.12M – – –
Cetera Investment Advisers
522
Cetera Investment Advisers
Illinois
$2.12M – – –
CA
523
Clearstead Advisors
Ohio
$2.12M – – –
CT
524
Coastline Trust
Rhode Island
$2.12M – – –
ERIM
525
Eagle Ridge Investment Management
Connecticut
$2.12M – – –
19 20
21
22 23

BRK.A Hedge Fund Activity: Q1 2022 in Review

1,050 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q1 2022, worth a combined $58.2B — up 16% from $50.3B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new BRK.A positions and 46 closed out — a net gain of 4 holders — while 73 added to existing stakes and 129 trimmed.

The largest buyer was Allie Family Office, opening a new position worth an estimated $4.14B. The largest seller was Traphagen Investment Advisors, cutting an estimated $534M.

  • 1,050 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q1 2022, down from 1,053 in Q4 2021.
  • Funds reported $58.2B of Berkshire Hathaway Class A stock for Q1 2022, up 16% quarter-over-quarter.
  • 50 funds opened new Berkshire Hathaway Class A positions in Q1 2022 and 46 closed out, a net change of +4 holders.
  • The largest Berkshire Hathaway Class A buyer in Q1 2022 was Allie Family Office, an estimated $4.14B added.
  • The largest Berkshire Hathaway Class A seller in Q1 2022 was Traphagen Investment Advisors, an estimated $534M sold.

Based on aggregated 13F filings for Q1 2022.