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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
AWCI
801
Alpine Woods Capital Investors
New York
$529K – – –
ANB
802
Amarillo National Bank
Texas
$529K – – –
AIFAIM
803
American Institute for Advanced Investment Management
Arizona
$529K – – –
AIS
804
American Investment Services
Massachusetts
$529K – – –
AIIMS
805
Analyst IMS Investment Management Services
Israel
$529K – – –
AC
806
Apella Capital
Connecticut
$529K – – –
AA
807
Apriem Advisors
California
$529K – – –
AWA
808
Arkadios Wealth Advisors
Georgia
$529K – – –
AIA
809
Armor Investment Advisors
North Carolina
$529K – – –
AMC
810
Asset Management Corp
Illinois
$529K – – –
AGP
811
Autumn Glory Partners
Texas
$529K – – –
AWM
812
Axxcess Wealth Management
California
$529K – – –
B
813
Bailard
California
$529K – – –
BWP
814
Baldwin Wealth Partners
Massachusetts
$529K – – –
BAMCO Inc
815
BAMCO Inc
New York
$529K – – –
Bank of Nova Scotia
816
Bank of Nova Scotia
Ontario, Canada
$529K – – –
BHWM
817
Bar Harbor Wealth Management
New Hampshire
$529K – – –
BC
818
Barnett & Company
Tennessee
$529K – – –
BIA
819
Barry Investment Advisors
Massachusetts
$529K – – –
BWM
820
Baystate Wealth Management
Massachusetts
$529K – – –
BFA
821
Beaumont Financial Advisors
Massachusetts
$529K – – –
BWM
822
BerganKDV Wealth Management
Minnesota
$529K – – –
BIP
823
Brandes Investment Partners
California
$529K – – –
BAS
824
Brown Advisory Securities
Maryland
$529K – – –
BHBT
825
Burke & Herbert Bank & Trust
Virginia
$529K – – –
31 32
33
34 35

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.