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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
JGIA
676
Jackson Grant Investment Advisers
Connecticut
$818K
JFGIW
677
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$818K
KTA
678
Keeley-Teton Advisors
Illinois
$818K
KC
679
Kingfisher Capital
North Carolina
$818K
KFP
680
KMG Fiduciary Partners
Ohio
$818K
LIM
681
Lagoda Investment Management
New York
$818K
LWAC
682
Laurel Wealth Advisors (California)
California
$818K
LDB
683
Lee, Danner & Bass
Tennessee
$818K
LCS
684
Levin Capital Strategies
New York
$818K
LRIC
685
Long Road Investment Counsel
Michigan
$818K
Los Angeles Capital Management
686
Los Angeles Capital Management
California
$818K
MWM
687
Maltin Wealth Management
New Jersey
$818K
MG
688
Mather Group
Illinois
$818K
MIH
689
Meitav Investment House
Israel
$818K
Mitsubishi UFJ Trust & Banking
690
Mitsubishi UFJ Trust & Banking
Japan
$818K
MCM
691
Monument Capital Management
Virginia
$818K
NS
692
Newman & Schimel
Illinois
$818K
NIC
693
Northwest Investment Counselors
Oregon
$818K
NWM
694
Northwest Wealth Management
Iowa
$818K
OGC
695
Oak Grove Capital
New Hampshire
$818K
OFW
696
Omnia Family Wealth
Florida
$818K
PIM
697
Parker Investment Management
California
$818K
PBC
698
Pavion Blue Capital
California
$818K
PIM
699
Penobscot Investment Management
Massachusetts
$818K
PC
700
Permit Capital
Pennsylvania
$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.