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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
FMI
676
F/M Investments
District of Columbia
$1.06M – – –
FSA
677
Fort Sheridan Advisors
Illinois
$1.06M – – –
FCH
678
Freestone Capital Holdings
Washington
$1.06M – – –
FBA
679
Front Barnett Associates
Illinois
$1.06M – – –
FRA
680
Front Row Advisors
California
$1.06M – – –
GJIC
681
Gamble Jones Investment Counsel
California
$1.06M – – –
GWM
682
Gitterman Wealth Management
New Jersey
$1.06M – – –
HIA
683
Harbor Investment Advisory
Maryland
$1.06M – – –
HCA
684
Harbour Capital Advisors
Virginia
$1.06M – – –
HWMG
685
Hurlow Wealth Management Group
Indiana
$1.06M – – –
IIC
686
Integrated Investment Consultants
Michigan
$1.06M – – –
IWC
687
Integrated Wealth Concepts
Massachusetts
$1.06M – – –
JGIA
688
Jackson Grant Investment Advisers
Connecticut
$1.06M – – –
JFGIW
689
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.06M – – –
Jones Financial Companies
690
Jones Financial Companies
Missouri
$1.06M – – –
KTA
691
Keeley-Teton Advisors
Illinois
$1.06M – – –
KFI
692
Key Financial Inc
Pennsylvania
$1.06M – – –
KC
693
Kingfisher Capital
North Carolina
$1.06M – – –
KFP
694
KMG Fiduciary Partners
Ohio
$1.06M – – –
LIM
695
Lagoda Investment Management
New York
$1.06M – – –
LWAC
696
Laurel Wealth Advisors (California)
California
$1.06M – – –
LDB
697
Lee, Danner & Bass
Tennessee
$1.06M – – –
LCS
698
Levin Capital Strategies
New York
$1.06M – – –
LC
699
Lindbrook Capital
California
$1.06M – – –
LRIC
700
Long Road Investment Counsel
Michigan
$1.06M – – –
26 27
28
29 30

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.