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Berkshire Hathaway Class A

1,035 hedge funds and large institutions have $43.9B invested in Berkshire Hathaway Class A in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 75 increasing their positions, 120 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

102.87% more ownership

Funds ownership: 24.73%127.6% (+103%)

32% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 37

4% more funds holding in top 10

Funds holding in top 10: 113117 (+4)

0% less funds holding

Funds holding: 1,0381,035 (-3)

1% less capital invested

Capital invested by funds: $44.2B → $43.9B (-$239M)

38% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 120

38% less call options, than puts

Call options by funds: $31.9M | Put options by funds: $51.6M

Holders
1,035
Holders Change
-3
Holders Change %
-0.29%
% of All Funds
17.83%
Holding in Top 10
117
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.54%
% of All Funds
2.02%
New
49
Increased
75
Reduced
120
Closed
37
Calls
$31.9M
Puts
$51.6M
Net Calls
-$19.7M
Net Calls Change
-$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
501
Chemistry Wealth Management
New York
$1.63M
CT
502
Coastline Trust
Rhode Island
$1.63M
CA
503
Continuum Advisory
Idaho
$1.63M
CPA
504
Court Place Advisors
Maryland
$1.63M
ECAM
505
East Coast Asset Management
Massachusetts
$1.63M
EIA
506
Edgemoor Investment Advisors
Maryland
$1.63M
EW
507
Evoke Wealth
California
$1.63M
FWM
508
Fortress Wealth Management
California
$1.63M
GCM
509
Gibraltar Capital Management
Oklahoma
$1.63M
GIA
510
Gladstone Institutional Advisory
Florida
$1.63M
GC
511
Grimes & Company
Massachusetts
$1.63M
GW
512
GW & Wade
Massachusetts
$1.63M
HCM
513
Helios Capital Management
Singapore
$1.63M
HI
514
Hendershot Investments
Virginia
$1.63M
HIG
515
Heritage Investment Group
Florida
$1.63M
HT
516
Heritage Trust
Oklahoma
$1.63M
IFWM
517
Institute for Wealth Management
Colorado
$1.63M
IF
518
Intrua Financial
Texas
$1.63M
KPWS
519
Kestra Private Wealth Services
Texas
$1.63M
LK
520
Lumbard & Kellner
New Hampshire
$1.63M
MIM
521
Manitou Investment Management
Ontario, Canada
$1.63M
PCM
522
Parsons Capital Management
Rhode Island
$1.63M
PPWM
523
PFG Private Wealth Management
Florida
$1.63M
RMC
524
Regis Management Company
California
$1.63M
SMP
525
Santa Monica Partners
Florida
$1.63M

BRK.A Hedge Fund Activity: Q3 2022 in Review

1,035 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q3 2022, worth a combined $43.9B — down 0.54% from $44.2B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new BRK.A positions and 37 closed out — a net gain of 12 holders — while 75 added to existing stakes and 120 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $255B. The largest seller was Edge Capital Group, cutting an estimated $4.68B.

  • 1,035 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q3 2022, down from 1,038 in Q2 2022.
  • Funds reported $43.9B of Berkshire Hathaway Class A stock for Q3 2022, down 0.54% quarter-over-quarter.
  • 49 funds opened new Berkshire Hathaway Class A positions in Q3 2022 and 37 closed out, a net change of +12 holders.
  • The largest Berkshire Hathaway Class A buyer in Q3 2022 was BNP Paribas Financial Markets, an estimated $255B added.
  • The largest Berkshire Hathaway Class A seller in Q3 2022 was Edge Capital Group, an estimated $4.68B sold.

Based on aggregated 13F filings for Q3 2022.