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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
CW
601
Connectus Wealth
Ohio
$1.23M +$471K +1 +50%
FSA
602
Fort Sheridan Advisors
Illinois
$1.23M +$471K +1 +50%
OAM
603
Occidental Asset Management
California
$1.23M +$471K +1 +50%
FA
604
Fiducient Advisors
Illinois
$1.23M +$942K +2 +200%
GCP
605
GSA Capital Partners
United Kingdom
$1.23M +$942K +2 +200%
CFO
606
Colony Family Offices
North Carolina
$1.23M +$1.41M +3 New
Fisher Asset Management
607
Fisher Asset Management
Washington
$1.23M +$1.41M +3 New
EAM
608
Erste Asset Management
Austria
$1.23M
OPW
609
Oxler Private Wealth
New York
$1.23M
AWM
610
Avior Wealth Management
Nebraska
$1.23M
RSWM
611
Robertson Stephens Wealth Management
California
$1.23M
UID
612
Union Investments & Development
Israel
$1.2M
ECG
613
Edge Capital Group
Georgia
$1.19M +$5.15B +10,939 +136,738%
BTI
614
Blue Trust Inc
Georgia
$1.06M +$942K +2 New
VCP
615
Vista Capital Partners
Oregon
$1.02M -$165M -350 -9%
3F
616
360 Financial
Minnesota
$859K
SW
617
SkyOak Wealth
Michigan
$859K
BCM
618
Brookstone Capital Management
Illinois
$844K
NCM
619
New Capital Management
Texas
$838K
FMI
620
F/M Investments
District of Columbia
$834K
FLI
621
Family Legacy Inc
South Carolina
$833K
BIG
622
Boothe Investment Group
Delaware
$832K
GWA
623
GGM Wealth Advisors
Maryland
$832K
KFI
624
Key Financial Inc
Pennsylvania
$832K
MAP
625
Milestone Advisory Partners
North Carolina
$832K

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.