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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
RCG
726
Regatta Capital Group
California
$1.06M – – –
RPWA
727
Regent Peak Wealth Advisors
Georgia
$1.06M – – –
RIL
728
Rothschild Investment LLC
Illinois
$1.06M – – –
RC
729
Roundview Capital
New Jersey
$1.06M – – –
SRC
730
Sage Rhino Capital
California
$1.06M – – –
SC
731
Savant Capital
Illinois
$1.06M – – –
SIC
732
Schwartz Investment Counsel
Michigan
$1.06M – – –
SBCM
733
Schwerin Boyle Capital Management
Massachusetts
$1.06M – – –
SCA
734
Scott Capital Advisors
Oregon
$1.06M – – –
SHA
735
Seneca House Advisors
Virginia
$1.06M – – –
SSWG
736
Seven Springs Wealth Group
Tennessee
$1.06M – – –
SHWM
737
Silicon Hills Wealth Management
Texas
$1.06M – – –
SB
738
Simmons Bank
Arkansas
$1.06M – – –
SFG
739
Snider Financial Group
Washington
$1.06M – – –
SCM
740
Sterneck Capital Management
Missouri
$1.06M – – –
SFG
741
Summit Financial Group
West Virginia
$1.06M – – –
TAM
742
Taurus Asset Management
New York
$1.06M – – –
TNB
743
Thomasville National Bank
Georgia
$1.06M – – –
TC
744
Trust Company
Kansas
$1.06M – – –
TCOT
745
Trust Company of Toledo
Ohio
$1.06M – – –
TLCM
746
Twin Lakes Capital Management
California
$1.06M – – –
VCM
747
Versant Capital Management
Arizona
$1.06M – – –
WAAG
748
Wealth Alliance Advisory Group
Kansas
$1.06M – – –
WCM
749
WealthBridge Capital Management
Ohio
$1.06M – – –
WB
750
Webster Bank
Connecticut
$1.06M – – –
28 29
30
31 32

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.