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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 %
FIM
601
Fernwood Investment Management
Massachusetts
$1.35M – – –
FWP
602
FAS Wealth Partners
Kansas
$1.35M – – –
LC
603
Lavaca Capital
Texas
$1.35M – – –
BIAS
604
Beacon Investment Advisory Services
New Jersey
$1.35M – – –
VWA
605
V Wealth Advisors
Kansas
$1.35M – – –
KLI
606
Kelman-Lazarov Inc
Tennessee
$1.35M – – –
PWS
607
Paragon Wealth Strategies
Florida
$1.35M – – –
B
608
Bridgeworth
Alabama
$1.35M – – –
MWM
609
Marietta Wealth Management
Georgia
$1.35M – – –
MGWM
610
Marks Group Wealth Management
Minnesota
$1.35M +$451K +1 +50%
RE
611
RBC Europe
United Kingdom
$1.35M +$451K +1 +50%
PAIM
612
Punch & Associates Investment Management
Minnesota
$1.35M +$901K +2 +200%
CPA
613
Cardiff Park Advisors
California
$1.35M +$1.35M +3 New
FCM
614
Fourpath Capital Management
Oklahoma
$1.35M +$1.35M +3 New
MPW
615
Melone Private Wealth
Michigan
$1.35M +$1.35M +3 New
YIH
616
Y-Intercept (HK)
Hong Kong
$1.35M +$1.35M +3 New
IFS
617
Intelligent Financial Strategies
Minnesota
$1.35M +$1.35M +3 New
CCG
618
Cypress Capital Group
Florida
$1.35M +$1.35M +3 New
DPI
619
Diversified Portfolios Inc
Michigan
$1.35M +$1.34M +297 +9,900%
RSWM
620
Robertson Stephens Wealth Management
California
$1.35M -$450K -1 -25%
OPW
621
Oxler Private Wealth
New York
$1.35M – – –
AWM
622
Avior Wealth Management
Nebraska
$1.35M +$450K +1 +50%
UID
623
Union Investments & Development
Israel
$1.32M +$1.32M +4,400 New
VCP
624
Vista Capital Partners
Oregon
$1.24M -$124K -416 -9%
ACM
625
AlphaStar Capital Management
North Carolina
$971K – – –
23 24
25
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