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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
Los Angeles Capital Management
701
Los Angeles Capital Management
California
$1.06M – – –
MWM
702
Maltin Wealth Management
New Jersey
$1.06M – – –
MIH
703
Meitav Investment House
Israel
$1.06M – – –
MAP
704
Milestone Advisory Partners
North Carolina
$1.06M – – –
Mitsubishi UFJ Trust & Banking
705
Mitsubishi UFJ Trust & Banking
Japan
$1.06M – – –
MCM
706
Monument Capital Management
Virginia
$1.06M – – –
NS
707
Newman & Schimel
Illinois
$1.06M – – –
NPI
708
New Perspectives Inc
Mississippi
$1.06M – – –
NIC
709
Northwest Investment Counselors
Oregon
$1.06M – – –
NWM
710
Northwest Wealth Management
Iowa
$1.06M – – –
OGC
711
Oak Grove Capital
New Hampshire
$1.06M – – –
OAM
712
Occidental Asset Management
California
$1.06M – – –
OFW
713
Omnia Family Wealth
Florida
$1.06M – – –
PIM
714
Parker Investment Management
California
$1.06M – – –
PBC
715
Pavion Blue Capital
California
$1.06M – – –
PIM
716
Penobscot Investment Management
Massachusetts
$1.06M – – –
PSUF
717
People's United Financial
Connecticut
$1.06M – – –
PC
718
Permit Capital
Pennsylvania
$1.06M – – –
PA
719
Pinnacle Associates
New York
$1.06M – – –
PT
720
Plimoth Trust
Massachusetts
$1.06M – – –
PGA
721
Portland Global Advisors
Maine
$1.06M – – –
PMG
722
ProVise Management Group
Florida
$1.06M – – –
QC
723
Quent Capital
New York
$1.06M – – –
RWM
724
RBA Wealth Management
California
$1.06M – – –
RWA
725
Redmont Wealth Advisors
Illinois
$1.06M – – –
27 28
29
30 31

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.