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Berkshire Hathaway Class A
BRK.A

1,054 hedge funds and large institutions have $50.3B invested in Berkshire Hathaway Class A in 2021 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 73 increasing their positions, 131 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,597.06% more ownership

Funds ownership: 25.16% → 1,622.22% (+1,597%)

222% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 37

19% more funds holding in top 10

Funds holding in top 10: 97 → 115 (+18)

12% more capital invested

Capital invested by funds: $45.1B → $50.3B (+$5.19B)

6% more funds holding

Funds holding: 992 → 1,054 (+62)

44% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 131

Holders
1,054
Holders Change
+62
Holders Change %
+6.25%
% of All Funds
16.22%
Holding in Top 10
115
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+18.56%
% of All Funds
1.77%
New
119
Increased
73
Reduced
131
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TIA
Traphagen Investment Advisors
New Jersey
+$4.23B
2
WCA
Windsor Creek Advisors
Vermont
+$1.05B
3
WIC
Whitegate Investment Counselors
New Hampshire
+$820M
4
UB
UMB Bank
Missouri
+$317M
5
SBL
Sargent Bickham Lagudis
Colorado
+$302M

Top Sellers

Rank Fund Capital Flow
1
JWCA
J.W. Cole Advisors
Florida
-$15.5B
2
AA
ALPS Advisors
Colorado
-$430M
3
BIM
Baldwin Investment Management
Pennsylvania
-$236M
4
VCP
Vista Capital Partners
Oregon
-$180M
5
SVCF
Silicon Valley Community Foundation
California
-$113M
Name Holding Trade Value Shares
Change 		Change in
Stake
GF
51
Gabelli Funds
New York
$95.5M -$1.3M -3 -1%
WG
52
Winton Group
United Kingdom
$95.5M – – –
Brown Advisory
53
Brown Advisory
Maryland
$91.5M – – –
UBS AM
54
UBS AM
Illinois
$89.2M – – –
CI Investments Inc
55
CI Investments Inc
Ontario, Canada
$87.9M -$3.45M -8 -4%
American Century Companies
56
American Century Companies
Missouri
$81.1M – – –
MCM
57
Mill Capital Management
North Carolina
$81.1M +$77.7M +180 New
NU
58
Northwestern University
Illinois
$78M – – –
BAM
59
Burgundy Asset Management
Ontario, Canada
$77.1M -$4.32M -10 -6%
PPA
60
Parametric Portfolio Associates
Washington
$76.6M -$2.59M -6 -3%
Creative Planning
61
Creative Planning
Kansas
$76.1M +$1.3M +3 +2%
HIC
62
Hartline Investment Corp
Illinois
$75.3M -$21.6M -50 -23%
State Street
63
State Street
Massachusetts
$73.5M -$7.34M -17 -9%
PFO
64
Pathstone Family Office
New Jersey
$69.9M -$6.48M -15 -9%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$69.4M +$432K +1 +0.7%
Victory Capital Management
66
Victory Capital Management
Texas
$68.5M -$3.45M -8 -5%
TU
67
TDAM USA
Ontario, Canada
$68M -$1.3M -3 -2%
RJA
68
Raymond James & Associates
Florida
$67.1M +$3.89M +9 +6%
State Farm Mutual Automobile Insurance
69
State Farm Mutual Automobile Insurance
Illinois
$66.2M – – –
JP Morgan Chase
70
JP Morgan Chase
New York
$65.3M -$432K -1 -0.7%
Goldman Sachs
71
Goldman Sachs
New York
$65.3M +$5.18M +12 +9%
PB
72
Pinnacle Bancorp
Nebraska
$62.6M +$1.73M +4 +3%
Stifel Financial
73
Stifel Financial
Missouri
$61.7M – – –
HSBC Holdings
74
HSBC Holdings
United Kingdom
$61.4M -$864K -2 -1%
FAM
75
Fenimore Asset Management
New York
$59.5M -$2.16M -5 -4%
1 2
3
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BRK.A Hedge Fund Activity: Q4 2021 in Review

1,054 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q4 2021, worth a combined $50.3B — up 12% from $45.1B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new BRK.A positions and 37 closed out — a net gain of 82 holders — while 73 added to existing stakes and 131 trimmed.

The largest buyer was Traphagen Investment Advisors, adding an estimated $4.23B. The largest seller was J.W. Cole Advisors, cutting an estimated $15.5B.

  • 1,054 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q4 2021, up from 992 in Q3 2021.
  • Funds reported $50.3B of Berkshire Hathaway Class A stock for Q4 2021, up 12% quarter-over-quarter.
  • 119 funds opened new Berkshire Hathaway Class A positions in Q4 2021 and 37 closed out, a net change of +82 holders.
  • The largest Berkshire Hathaway Class A buyer in Q4 2021 was Traphagen Investment Advisors, an estimated $4.23B added.
  • The largest Berkshire Hathaway Class A seller in Q4 2021 was J.W. Cole Advisors, an estimated $15.5B sold.

Based on aggregated 13F filings for Q4 2021.