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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
CBB
651
Citizens Business Bank
California
$818K
CWP
652
Concord Wealth Partners
Virginia
$818K
CWM
653
Cornerstone Wealth Management
Missouri
$818K
CFS
654
CRA Financial Services
New Jersey
$818K
CI
655
CX Institutional
Indiana
$818K
CCMD
656
Cypress Capital Management (Delaware)
Delaware
$818K
Dimensional Fund Advisors
657
Dimensional Fund Advisors
Texas
$818K
DWM
658
Doyle Wealth Management
Florida
$818K
EWA
659
Evolution Wealth Advisors
Florida
$818K
EM
660
Excalibur Management
Massachusetts
$818K
FG
661
Fiduciary Group
Georgia
$818K
FHA
662
First Horizon Advisors
Tennessee
$818K
FIBT
663
First International Bank & Trust
North Dakota
$818K
FMC
664
First Merchants Corp
Indiana
$818K
FNBTCON
665
First National Bank & Trust Co of Newtown
Pennsylvania
$818K
FNT
666
First National Trust
Pennsylvania
$818K
Flossbach Von Storch
667
Flossbach Von Storch
Germany
$818K
FLPIM
668
F.L. Putnam Investment Management
Massachusetts
$818K
FBA
669
Front Barnett Associates
Illinois
$818K
GJIC
670
Gamble Jones Investment Counsel
California
$818K
GWM
671
Gitterman Wealth Management
New Jersey
$818K
HIA
672
Harbor Investment Advisory
Maryland
$818K
HCA
673
Harbour Capital Advisors
Virginia
$818K
HWMG
674
Hurlow Wealth Management Group
Indiana
$818K
IWC
675
Integrated Wealth Concepts
Massachusetts
$818K

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.