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Berkshire Hathaway Class A

1,038 hedge funds and large institutions have $44.2B invested in Berkshire Hathaway Class A in 2022 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 102 increasing their positions, 111 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.43% more ownership

Funds ownership: 24.3%24.73% (+0.43%)

6% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 48

8% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 111

1% less funds holding

Funds holding: 1,0501,038 (-12)

8% less funds holding in top 10

Funds holding in top 10: 123113 (-10)

24% less capital invested

Capital invested by funds: $58.2B → $44.2B (-$14.1B)

Holders
1,038
Holders Change
-12
Holders Change %
-1.14%
% of All Funds
17.49%
Holding in Top 10
113
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-8.13%
% of All Funds
1.9%
New
45
Increased
102
Reduced
111
Closed
48
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIG
526
Heritage Investment Group
Florida
$1.64M
HT
527
Heritage Trust
Oklahoma
$1.64M
IWN
528
Independent Wealth Network
Iowa
$1.64M
IFWM
529
Institute for Wealth Management
Colorado
$1.64M
IF
530
Intrua Financial
Texas
$1.64M
KPWS
531
Kestra Private Wealth Services
Texas
$1.64M
LK
532
Lumbard & Kellner
New Hampshire
$1.64M
MIM
533
Manitou Investment Management
Ontario, Canada
$1.64M
PCM
534
Parsons Capital Management
Rhode Island
$1.64M
PPWM
535
PFG Private Wealth Management
Florida
$1.64M
RMC
536
Regis Management Company
California
$1.64M
SMP
537
Santa Monica Partners
Florida
$1.64M
T2I
538
Turim 21 Investimentos
Brazil
$1.64M
UIA
539
Ulland Investment Advisors
Minnesota
$1.64M
ZCA
540
Zeke Capital Advisors
Pennsylvania
$1.64M
VWA
541
V Wealth Advisors
Kansas
$1.64M +$471K +1 +33%
NLP
542
Next Level Private
New York
$1.64M +$1.88M +4 New
BRA
543
Biechele Royce Advisors
Indiana
$1.64M
CIM
544
Corda Investment Management
Texas
$1.64M
MRCM
545
M&R Capital Management
New Jersey
$1.64M
LC
546
Lavaca Capital
Texas
$1.45M
MPW
547
Melone Private Wealth
Michigan
$1.26M
FMN
548
Financial Management Network
California
$1.25M
CCB
549
Country Club Bank
Missouri
$1.23M
HFM
550
Harvest Fund Management
China
$1.23M

BRK.A Hedge Fund Activity: Q2 2022 in Review

1,038 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q2 2022, worth a combined $44.2B — down 24% from $58.2B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of BRK.A and 45 opened new positions — a net loss of 3 holders — while 111 trimmed existing stakes and 102 added.

The largest buyer was Edge Capital Group, adding an estimated $5.15B. The largest seller was UBS Group, cutting an estimated $332M.

  • 1,038 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q2 2022, down from 1,050 in Q1 2022.
  • Funds reported $44.2B of Berkshire Hathaway Class A stock for Q2 2022, down 24% quarter-over-quarter.
  • 45 funds opened new Berkshire Hathaway Class A positions in Q2 2022 and 48 closed out, a net change of -3 holders.
  • The largest Berkshire Hathaway Class A buyer in Q2 2022 was Edge Capital Group, an estimated $5.15B added.
  • The largest Berkshire Hathaway Class A seller in Q2 2022 was UBS Group, an estimated $332M sold.

Based on aggregated 13F filings for Q2 2022.