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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
GIP
876
Greatmark Investment Partners
Georgia
$409K
HCM
877
Hall Capital Management
Rhode Island
$409K
HA
878
Harbor Advisors
Florida
$409K
HL
879
HeadInvest LLC
Maine
$409K
HC
880
Hendley & Co
Ohio
$409K
HBCM
881
Heron Bay Capital Management
Michigan
$409K
HFA
882
High Falls Advisors
New York
$409K
HA
883
HYA Advisors
Missouri
$409K
HCA
884
Hyperion Capital Advisors
New York
$409K
IR
885
IAT Reinsurance
New York
$409K
IWP
886
Icon Wealth Partners
Texas
$409K
IWM
887
IHT Wealth Management
Illinois
$409K
IAA
888
Independent Advisor Alliance
North Carolina
$409K
IFA
889
Index Fund Advisors
California
$409K
IIA
890
Integral Investment Advisors
California
$409K
JWM
891
Jeppson Wealth Management
California
$409K
JMFC
892
J.M. Forbes & Co
Massachusetts
$409K
JA
893
JVL Associates
Michigan
$409K
JWCA
894
J.W. Cole Advisors
Florida
$409K
KCPG
895
Kavar Capital Partners Group
Kansas
$409K
KPWG
896
KFA Private Wealth Group
Virginia
$409K
KWM
897
Kingsview Wealth Management
Oregon
$409K
KA
898
Klingman & Associates
New York
$409K
LPWM
899
Lake Point Wealth Management
Texas
$409K
LSPW
900
Lake Street Private Wealth
Illinois
$409K

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.