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Berkshire Hathaway Class A
BRK.A

1,078 hedge funds and large institutions have $51.8B invested in Berkshire Hathaway Class A in 2022 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 83 increasing their positions, 110 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 36

18% more capital invested

Capital invested by funds: $43.9B → $51.8B (+$7.92B)

9% more funds holding in top 10

Funds holding in top 10: 117 → 127 (+10)

4% more funds holding

Funds holding: 1,035 → 1,078 (+43)

25% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 110

102.08% less ownership

Funds ownership: 127.6% → 25.52% (-102%)

Holders
1,078
Holders Change
+43
Holders Change %
+4.15%
% of All Funds
17.33%
Holding in Top 10
127
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+8.55%
% of All Funds
2.04%
New
94
Increased
83
Reduced
110
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
First Manhattan
First Manhattan
New York
+$1.63B
2
PAI
Pittenger & Anderson Inc
Nebraska
+$1.42B
3
BIM
Baldwin Investment Management
Pennsylvania
+$256M
4
Morgan Stanley
Morgan Stanley
New York
+$189M
5
MWM
Marietta Wealth Management
Georgia
+$89.8M

Top Sellers

Rank Fund Capital Flow
1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$267B
2
BSG
Black Swift Group
Colorado
-$4.99B
3
CWA
CM Wealth Advisors
Ohio
-$406M
4
Norges Bank
Norges Bank
Norway
-$187M
5
Northern Trust
Northern Trust
Illinois
-$150M
Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
601
Robertson Stephens Wealth Management
California
$1.41M – – –
RCWMU
602
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.41M – – –
SI
603
Scharf Investments
California
$1.41M – – –
SC
604
SouthState Corp
Florida
$1.41M – – –
SW
605
StrongBox Wealth
Missouri
$1.41M – – –
WAOI
606
Wealth Advisors of Iowa
Iowa
$1.41M – – –
AP
607
Americana Partners
Texas
$1.41M +$449K +1 +50%
EBT
608
Enterprise Bank & Trust
Massachusetts
$1.41M +$449K +1 +50%
HWMG
609
Hurlow Wealth Management Group
Indiana
$1.41M +$449K +1 +50%
ZF
610
Zhang Financial
Michigan
$1.41M +$449K +1 +50%
LGF
611
LGT Group Foundation
Liechtenstein
$1.41M +$898K +2 +200%
CWP
612
Cyndeo Wealth Partners
Florida
$1.41M +$1.35M +3 New
KIA
613
Knollwood Investment Advisory
Maryland
$1.41M +$1.35M +3 New
SW
614
SMART Wealth
Nebraska
$1.41M +$1.35M +3 New
BF
615
BOK Financial
Oklahoma
$1.41M -$1.35M -3 -50%
AWM
616
Avior Wealth Management
Nebraska
$1.41M – – –
CCB
617
Country Club Bank
Missouri
$1.41M – – –
ACA
618
Atlas Capital Advisors
Wyoming
$1.41M +$1.35M +3 New
AAMC
619
Asset Allocation & Management Company
Illinois
$1.41M – – –
BONH
620
Bank of New Hampshire
New Hampshire
$1.41M – – –
BIC
621
Beach Investment Counsel
Pennsylvania
$1.41M – – –
BAMF
622
BI Asset Management Fondsmaeglerselskab
Denmark
$1.41M – – –
BCAM
623
Boston Common Asset Management
Massachusetts
$1.41M – – –
BFO
624
Boston Family Office
Massachusetts
$1.41M – – –
CNC
625
Canandaigua National Corp
New York
$1.41M – – –
23 24
25
26 27

BRK.A Hedge Fund Activity: Q4 2022 in Review

1,078 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q4 2022, worth a combined $51.8B — up 18% from $43.9B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new BRK.A positions and 36 closed out — a net gain of 58 holders — while 83 added to existing stakes and 110 trimmed.

The largest buyer was First Manhattan, adding an estimated $1.63B. The largest seller was BNP Paribas Financial Markets, cutting an estimated $267B.

  • 1,078 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q4 2022, up from 1,035 in Q3 2022.
  • Funds reported $51.8B of Berkshire Hathaway Class A stock for Q4 2022, up 18% quarter-over-quarter.
  • 94 funds opened new Berkshire Hathaway Class A positions in Q4 2022 and 36 closed out, a net change of +58 holders.
  • The largest Berkshire Hathaway Class A buyer in Q4 2022 was First Manhattan, an estimated $1.63B added.
  • The largest Berkshire Hathaway Class A seller in Q4 2022 was BNP Paribas Financial Markets, an estimated $267B sold.

Based on aggregated 13F filings for Q4 2022.