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Berkshire Hathaway Class A

1,035 hedge funds and large institutions have $43.9B invested in Berkshire Hathaway Class A in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 75 increasing their positions, 120 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

102.87% more ownership

Funds ownership: 24.73%127.6% (+103%)

32% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 37

4% more funds holding in top 10

Funds holding in top 10: 113117 (+4)

0% less funds holding

Funds holding: 1,0381,035 (-3)

1% less capital invested

Capital invested by funds: $44.2B → $43.9B (-$239M)

38% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 120

38% less call options, than puts

Call options by funds: $31.9M | Put options by funds: $51.6M

Holders
1,035
Holders Change
-3
Holders Change %
-0.29%
% of All Funds
17.83%
Holding in Top 10
117
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.54%
% of All Funds
2.02%
New
49
Increased
75
Reduced
120
Closed
37
Calls
$31.9M
Puts
$51.6M
Net Calls
-$19.7M
Net Calls Change
-$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
901
Jeppson Wealth Management
California
$406K
JWM
902
JGP Wealth Management
Oregon
$406K
JMFC
903
J.M. Forbes & Co
Massachusetts
$406K
JA
904
JVL Associates
Michigan
$406K
JWCA
905
J.W. Cole Advisors
Florida
$406K
KCPG
906
Kavar Capital Partners Group
Kansas
$406K
KPWG
907
KFA Private Wealth Group
Virginia
$406K
KWM
908
Kingsview Wealth Management
Oregon
$406K
KA
909
Klingman & Associates
New York
$406K
LNWWM
910
Laird Norton Wetherby Wealth Management
California
$406K
LSPW
911
Lake Street Private Wealth
Illinois
$406K
LF
912
Lee Financial
Texas
$406K
LAI
913
Legal Advantage Investments
California
$406K
LCM
914
Lewis Capital Management
California
$406K
LGF
915
LGT Group Foundation
Liechtenstein
$406K
LGWM
916
Litman Gregory Wealth Management
California
$406K
LSWM
917
Lorne Steinberg Wealth Management
Canada
$406K
LCM
918
LVM Capital Management
Michigan
$406K
MFS
919
Madrona Financial Services
Washington
$406K
MCM
920
Mainstay Capital Management
Michigan
$406K
MIA
921
MainStreet Investment Advisors
Illinois
$406K
MPWT
922
MassMutual Private Wealth & Trust
Connecticut
$406K
MPCG
923
Matrix Private Capital Group
New York
$406K
MFA
924
Mayflower Financial Advisors
Massachusetts
$406K
MCWS
925
McKinley Carter Wealth Services
West Virginia
$406K

BRK.A Hedge Fund Activity: Q3 2022 in Review

1,035 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q3 2022, worth a combined $43.9B — down 0.54% from $44.2B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new BRK.A positions and 37 closed out — a net gain of 12 holders — while 75 added to existing stakes and 120 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $255B. The largest seller was Edge Capital Group, cutting an estimated $4.68B.

  • 1,035 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q3 2022, down from 1,038 in Q2 2022.
  • Funds reported $43.9B of Berkshire Hathaway Class A stock for Q3 2022, down 0.54% quarter-over-quarter.
  • 49 funds opened new Berkshire Hathaway Class A positions in Q3 2022 and 37 closed out, a net change of +12 holders.
  • The largest Berkshire Hathaway Class A buyer in Q3 2022 was BNP Paribas Financial Markets, an estimated $255B added.
  • The largest Berkshire Hathaway Class A seller in Q3 2022 was Edge Capital Group, an estimated $4.68B sold.

Based on aggregated 13F filings for Q3 2022.