We are live on ! Find out more
BRK.A icon

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
TNB
726
Thomasville National Bank
Georgia
$818K
TC
727
Trust Company
Kansas
$818K
TCOT
728
Trust Company of Toledo
Ohio
$818K
WAAG
729
Wealth Alliance Advisory Group
Kansas
$818K
WB
730
Webster Bank
Connecticut
$818K
WSCM
731
Wellington Shields Capital Management
New York
$818K
WA1
732
Wimmer Associates 1
California
$818K
XF
733
XML Financial
Maryland
$818K
ZF
734
Zhang Financial
Michigan
$818K
Assenagon Asset Management
735
Assenagon Asset Management
Luxembourg
$818K +$471K +1 +100%
Bank of Nova Scotia
736
Bank of Nova Scotia
Ontario, Canada
$818K +$471K +1 +100%
CSPIA
737
Cary Street Partners Investment Advisory
Virginia
$818K +$471K +1 +100%
DT
738
Diversified Trust
Tennessee
$818K +$471K +1 +100%
RWM
739
Ritholtz Wealth Management
New York
$818K +$471K +1 +100%
ST
740
Somerset Trust
Pennsylvania
$818K +$471K +1 +100%
STA
741
Summit Trail Advisors
New York
$818K +$471K +1 +100%
CAPTRUST Financial Advisors
742
CAPTRUST Financial Advisors
North Carolina
$818K +$942K +2 New
DWM
743
Dorchester Wealth Management
Quebec, Canada
$818K +$942K +2 New
EBT
744
Enterprise Bank & Trust
Massachusetts
$818K +$942K +2 New
SVWAG
745
Sound View Wealth Advisors Group
Georgia
$818K +$942K +2 New
BFG
746
Bouchey Financial Group
New York
$818K +$94.2M +200 New
EBA
747
Eagle Bay Advisors
New York
$818K
NPI
748
New Perspectives Inc
Mississippi
$818K
PP
749
PFS Partners
New Jersey
$818K
SC
750
Schoolcraft Capital
Colorado
$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.