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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
KCPG
901
Kavar Capital Partners Group
Kansas
$529K – – –
KA
902
Kearns & Associates
California
$529K – – –
KA
903
Kercheville Advisors
Texas
$529K – – –
KPWG
904
KFA Private Wealth Group
Virginia
$529K – – –
LPWM
905
Lake Point Wealth Management
Texas
$529K – – –
LSPW
906
Lake Street Private Wealth
Illinois
$529K – – –
LF
907
Lee Financial
Texas
$529K – – –
LAI
908
Legal Advantage Investments
California
$529K – – –
LCM
909
Lewis Capital Management
California
$529K – – –
LSWM
910
Lorne Steinberg Wealth Management
Canada
$529K – – –
LCM
911
LVM Capital Management
Michigan
$529K – – –
MCM
912
Mainstay Capital Management
Michigan
$529K – – –
MIA
913
MainStreet Investment Advisors
Illinois
$529K – – –
MPCG
914
Matrix Private Capital Group
New York
$529K – – –
MFA
915
Mayflower Financial Advisors
Massachusetts
$529K – – –
MCWS
916
McKinley Carter Wealth Services
West Virginia
$529K – – –
MAM
917
McLean Asset Management
Virginia
$529K – – –
MIC
918
Means Investment Company
Maine
$529K – – –
MWPCG
919
Measured Wealth Private Client Group
New Hampshire
$529K – – –
MHB
920
Midwest Heritage Bank
Iowa
$529K – – –
MMPW
921
Mitchell McLeod Pugh & Williams
Alabama
$529K – – –
MKC
922
M. Kraus & Co
Vermont
$529K – – –
MCM
923
Monarch Capital Management
Indiana
$529K – – –
MC
924
Moors & Cabot
Massachusetts
$529K – – –
NCG
925
Newport Capital Group
New Jersey
$529K – – –
35 36
37
38 39

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.