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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 %
FWM
551
Fortress Wealth Management
California
$1.8M +$1.8M +4 New
HCM
552
Helios Capital Management
Singapore
$1.8M +$1.8M +4 New
BDCM
553
Black Diamond Capital Management
Connecticut
$1.8M +$1.8M +4 New
AR
554
Apeiron RIA
Texas
$1.8M +$1.8M +4 New
HIG
555
Heritage Investment Group
Florida
$1.8M +$1.8M +400 New
MRCM
556
M&R Capital Management
New Jersey
$1.8M – – –
LK
557
Lumbard & Kellner
New Hampshire
$1.8M – – –
FMN
558
Financial Management Network
California
$1.4M – – –
EAM
559
Erste Asset Management
Austria
$1.36M – – –
CCT
560
Country Club Trust
Missouri
$1.36M +$453K +1 +50%
Cerity Partners
561
Cerity Partners
New York
$1.35M +$846K +5 +167%
SC
562
Skylands Capital
Wisconsin
$1.35M -$901K -2 -40%
CA
563
Cetera Advisors
Colorado
$1.35M -$901K -2 -40%
PP
564
Palladium Partners
Virginia
$1.35M -$451K -1 -25%
CNC
565
Canandaigua National Corp
New York
$1.35M – – –
Dimensional Fund Advisors
566
Dimensional Fund Advisors
Texas
$1.35M – – –
LNC
567
Lincoln National Corp
Pennsylvania
$1.35M – – –
CCC
568
Chelsea Counsel Company
California
$1.35M – – –
SC
569
SouthState Corp
Florida
$1.35M – – –
JIC
570
Johnson Investment Counsel
Ohio
$1.35M – – –
ABC
571
Associated Banc-Corp
Wisconsin
$1.35M – – –
CIBC Private Wealth Group
572
CIBC Private Wealth Group
Georgia
$1.35M – – –
CB
573
Cadence Bank
Mississippi
$1.35M – – –
MCM
574
MV Capital Management
Maryland
$1.35M – – –
MIM
575
Montgomery Investment Management
Maryland
$1.35M – – –
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