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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
DPI
576
Diversified Portfolios Inc
Michigan
$1.23M
Edgewood Management
577
Edgewood Management
Connecticut
$1.23M
FWP
578
FAS Wealth Partners
Kansas
$1.23M
FIM
579
Fernwood Investment Management
Massachusetts
$1.23M
FCM
580
Fourpath Capital Management
Oklahoma
$1.23M
GI
581
Gradient Investments
Minnesota
$1.23M
GL
582
Graypoint LLC
New York
$1.23M
GFP
583
Gryphon Financial Partners
Ohio
$1.23M
IFS
584
Intelligent Financial Strategies
Minnesota
$1.23M
JIC
585
Johnson Investment Counsel
Ohio
$1.23M
Kayne Anderson Rudnick Investment Management
586
Kayne Anderson Rudnick Investment Management
California
$1.23M
KLI
587
Kelman-Lazarov Inc
Tennessee
$1.23M
LNC
588
Lincoln National Corp
Pennsylvania
$1.23M
MGWM
589
Marks Group Wealth Management
Minnesota
$1.23M
MC
590
Middleton & Co
Massachusetts
$1.23M
MIM
591
Montgomery Investment Management
Maryland
$1.23M
MCM
592
MV Capital Management
Maryland
$1.23M
OHIS
593
Oak Harvest Investment Services
Texas
$1.23M
PWS
594
Paragon Wealth Strategies
Florida
$1.23M
PAIM
595
Punch & Associates Investment Management
Minnesota
$1.23M
RE
596
RBC Europe
United Kingdom
$1.23M
RCWMU
597
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.23M
SMC
598
S. Muoio & Co
New York
$1.23M
SC
599
SouthState Corp
Florida
$1.23M
CNC
600
Canandaigua National Corp
New York
$1.23M +$471K +1 +50%

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.