We are live on ! Find out more
BRK.A icon

Berkshire Hathaway Class A
BRK.A

1,050 hedge funds and large institutions have $58.2B invested in Berkshire Hathaway Class A in 2022 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 73 increasing their positions, 129 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $50.3B → $58.2B (+$7.95B)

7% more funds holding in top 10

Funds holding in top 10: 115 → 123 (+8)

9% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 46

0% less funds holding

Funds holding: 1,053 → 1,050 (-3)

43% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 129

1,597.75% less ownership

Funds ownership: 1,622.06% → 24.3% (-1,598%)

Holders
1,050
Holders Change
-3
Holders Change %
-0.28%
% of All Funds
16.56%
Holding in Top 10
123
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+6.96%
% of All Funds
1.94%
New
50
Increased
73
Reduced
129
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AFO
Allie Family Office
Florida
+$4.14B
2
WAOI
Wealth Advisors of Iowa
Iowa
+$1.5B
3
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
+$1.44B
4
VF
Virtu Financial
New York
+$268M
5
Norges Bank
Norges Bank
Norway
+$159M

Top Sellers

Rank Fund Capital Flow
1
TIA
Traphagen Investment Advisors
New Jersey
-$534M
2
Renaissance Technologies
Renaissance Technologies
New York
-$409M
3
HCA
Hyperion Capital Advisors
New York
-$162M
4
DPI
Diversified Portfolios Inc
Michigan
-$144M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$123M
Name Holding Trade Value Shares
Change 		Change in
Stake
BMA
651
Brooks Moore & Associates
Tennessee
$1.06M – – –
BWIA
652
Bryant Woods Investment Advisors
New York
$1.06M – – –
CC
653
Cadinha & Co
Hawaii
$1.06M – – –
CGPCS
654
Capital Group Private Client Services
California
$1.06M – – –
CPWMP
655
Cardinal Point Wealth Management Partners
California
$1.06M – – –
CAC
656
Certified Advisory Corp
Florida
$1.06M – – –
CBB
657
Citizens Business Bank
California
$1.06M – – –
CWM
658
Cornerstone Wealth Management
Missouri
$1.06M – – –
CFS
659
CRA Financial Services
New Jersey
$1.06M – – –
Credit Agricole
660
Credit Agricole
France
$1.06M – – –
CI
661
CX Institutional
Indiana
$1.06M – – –
CCMD
662
Cypress Capital Management (Delaware)
Delaware
$1.06M – – –
EBA
663
Eagle Bay Advisors
New York
$1.06M – – –
EWA
664
Evolution Wealth Advisors
Florida
$1.06M – – –
EM
665
Excalibur Management
Massachusetts
$1.06M – – –
FLI
666
Family Legacy Inc
South Carolina
$1.06M – – –
FG
667
Fiduciary Group
Georgia
$1.06M – – –
FPOC
668
Financial Planners of Cleveland
Ohio
$1.06M – – –
FHA
669
First Horizon Advisors
Tennessee
$1.06M – – –
FIBT
670
First International Bank & Trust
North Dakota
$1.06M – – –
FMC
671
First Merchants Corp
Indiana
$1.06M – – –
FNBTCON
672
First National Bank & Trust Co of Newtown
Pennsylvania
$1.06M – – –
FNT
673
First National Trust
Pennsylvania
$1.06M – – –
Flossbach Von Storch
674
Flossbach Von Storch
Germany
$1.06M – – –
FLPIM
675
F.L. Putnam Investment Management
Massachusetts
$1.06M – – –
25 26
27
28 29

BRK.A Hedge Fund Activity: Q1 2022 in Review

1,050 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q1 2022, worth a combined $58.2B — up 16% from $50.3B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new BRK.A positions and 46 closed out — a net gain of 4 holders — while 73 added to existing stakes and 129 trimmed.

The largest buyer was Allie Family Office, opening a new position worth an estimated $4.14B. The largest seller was Traphagen Investment Advisors, cutting an estimated $534M.

  • 1,050 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q1 2022, down from 1,053 in Q4 2021.
  • Funds reported $58.2B of Berkshire Hathaway Class A stock for Q1 2022, up 16% quarter-over-quarter.
  • 50 funds opened new Berkshire Hathaway Class A positions in Q1 2022 and 46 closed out, a net change of +4 holders.
  • The largest Berkshire Hathaway Class A buyer in Q1 2022 was Allie Family Office, an estimated $4.14B added.
  • The largest Berkshire Hathaway Class A seller in Q1 2022 was Traphagen Investment Advisors, an estimated $534M sold.

Based on aggregated 13F filings for Q1 2022.