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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 %
HT
526
Heritage Trust
Oklahoma
$1.8M – – –
BLAM
527
Bourne Lent Asset Management
New York
$1.8M – – –
BRA
528
Biechele Royce Advisors
Indiana
$1.8M – – –
GL
529
Graypoint LLC
New York
$1.8M – – –
BCV
530
Banque Cantonale Vaudoise
Switzerland
$1.8M – – –
EW
531
Evoke Wealth
California
$1.8M – – –
PPWM
532
PFG Private Wealth Management
Florida
$1.8M – – –
FIB
533
First Interstate Bank
Montana
$1.8M – – –
ST
534
Sentinel Trust
Texas
$1.8M – – –
IF
535
Intrua Financial
Texas
$1.8M – – –
AFG
536
Allegheny Financial Group
Pennsylvania
$1.8M – – –
SWM
537
Spire Wealth Management
Virginia
$1.8M – – –
BBI
538
Baxter Bros Inc
Connecticut
$1.8M – – –
RJT
539
Raymond James Trust
Florida
$1.8M – – –
BPWM
540
Badgley Phelps Wealth Managers
Washington
$1.8M – – –
ECAM
541
East Coast Asset Management
Massachusetts
$1.8M – – –
GW
542
GW & Wade
Massachusetts
$1.8M – – –
ERIM
543
Eagle Ridge Investment Management
Connecticut
$1.8M – – –
CCM
544
Canal Capital Management
Virginia
$1.8M – – –
CA
545
Continuum Advisory
Idaho
$1.8M – – –
CA
546
Clearstead Advisors
Ohio
$1.8M – – –
SWP
547
Stratos Wealth Partners
Ohio
$1.8M +$451K +1 +33%
TTWM
548
TCV Trust & Wealth Management
Virginia
$1.8M +$902K +2 +100%
UIA
549
Ulland Investment Advisors
Minnesota
$1.8M +$1.8M +4 New
TFA
550
Tobias Financial Advisors
Florida
$1.8M +$1.8M +4 New
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