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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
BRA
501
Biechele Royce Advisors
Indiana
$1.88M – – –
CIA
502
Capital Investment Advisors
Georgia
$1.88M – – –
CA
503
Centerpoint Advisors
Massachusetts
$1.88M – – –
GW
504
GW & Wade
Massachusetts
$1.88M – – –
HIG
505
Heritage Investment Group
Florida
$1.88M – – –
PPWM
506
PFG Private Wealth Management
Florida
$1.88M – – –
RMC
507
Regis Management Company
California
$1.88M – – –
SMP
508
Santa Monica Partners
Florida
$1.88M – – –
UIA
509
Ulland Investment Advisors
Minnesota
$1.88M – – –
ST
510
Sentinel Trust
Texas
$1.88M +$898K +2 +100%
CCMI
511
Creative Capital Management Investments
California
$1.88M +$1.8M +4 New
RAM
512
RK Asset Management
Michigan
$1.88M +$1.8M +4 New
KFA
513
Kelleher Financial Advisors
New York
$1.87M -$898K -2 -33%
AAS
514
Ameritas Advisory Services
Nebraska
$1.87M -$449K -1 -20%
YCM
515
Yousif Capital Management
Michigan
$1.87M -$449K -1 -20%
AFG
516
Allegheny Financial Group
Pennsylvania
$1.87M – – –
Aristotle Capital Management
517
Aristotle Capital Management
California
$1.87M – – –
BPWM
518
Badgley Phelps Wealth Managers
Washington
$1.87M – – –
BDCM
519
Black Diamond Capital Management
Connecticut
$1.87M – – –
BTW
520
Boston Trust Walden
Massachusetts
$1.87M – – –
BLAM
521
Bourne Lent Asset Management
New York
$1.87M – – –
CCM
522
Canal Capital Management
Virginia
$1.87M – – –
CPA
523
Capital Planning Advisors
California
$1.87M – – –
CT
524
Coastline Trust
Rhode Island
$1.87M – – –
CA
525
Continuum Advisory
Idaho
$1.87M – – –
19 20
21
22 23

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.