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Berkshire Hathaway Class A
BRK.A

1,054 hedge funds and large institutions have $50.3B invested in Berkshire Hathaway Class A in 2021 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 73 increasing their positions, 131 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,597.06% more ownership

Funds ownership: 25.16% → 1,622.22% (+1,597%)

222% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 37

19% more funds holding in top 10

Funds holding in top 10: 97 → 115 (+18)

12% more capital invested

Capital invested by funds: $45.1B → $50.3B (+$5.19B)

6% more funds holding

Funds holding: 992 → 1,054 (+62)

44% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 131

Holders
1,054
Holders Change
+62
Holders Change %
+6.25%
% of All Funds
16.22%
Holding in Top 10
115
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+18.56%
% of All Funds
1.77%
New
119
Increased
73
Reduced
131
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TIA
Traphagen Investment Advisors
New Jersey
+$4.23B
2
WCA
Windsor Creek Advisors
Vermont
+$1.05B
3
WIC
Whitegate Investment Counselors
New Hampshire
+$820M
4
UB
UMB Bank
Missouri
+$317M
5
SBL
Sargent Bickham Lagudis
Colorado
+$302M

Top Sellers

Rank Fund Capital Flow
1
JWCA
J.W. Cole Advisors
Florida
-$15.5B
2
AA
ALPS Advisors
Colorado
-$430M
3
BIM
Baldwin Investment Management
Pennsylvania
-$236M
4
VCP
Vista Capital Partners
Oregon
-$180M
5
SVCF
Silicon Valley Community Foundation
California
-$113M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCTC
926
Perkins Coie Trust Company
Washington
$451K – – –
PCA
927
Personal Capital Advisors
California
$451K – – –
PWMG
928
Pinnacle Wealth Management Group
Michigan
$451K – – –
POIA
929
Pin Oak Investment Advisors
Texas
$451K – – –
PAM
930
Premier Asset Management
Illinois
$451K – – –
PAS
931
Professional Advisory Services
Florida
$451K – – –
PFS
932
Prospera Financial Services
Texas
$451K – – –
RFN
933
RDA Financial Network
Iowa
$451K – – –
RCM
934
Regency Capital Management
Hawaii
$451K – – –
RMCM
935
Reynders McVeigh Capital Management
Massachusetts
$451K – – –
RHJA
936
Rice Hall James & Associates
California
$451K – – –
RWM
937
Ritholtz Wealth Management
New York
$451K – – –
RMDI
938
R.M. Davis Inc
Maine
$451K – – –
RW
939
RVW Wealth
California
$451K – – –
SCM
940
Schnieders Capital Management
California
$451K – – –
SAM
941
Security Asset Management
New York
$451K – – –
SNBOSD
942
Security National Bank of So Dak
Iowa
$451K – – –
SPIO
943
Seven Post Investment Office
California
$451K – – –
SWA
944
SFMG Wealth Advisors
Texas
$451K – – –
SAM
945
Shikiar Asset Management
New York
$451K – – –
SMC
946
Smith, Moore & Co
Missouri
$451K – – –
SSWM
947
Smith Salley Wealth Management
North Carolina
$451K – – –
ST
948
Somerset Trust
Pennsylvania
$451K – – –
SFA
949
Source Financial Advisors
New York
$451K – – –
SCM
950
Steadfast Capital Management
New York
$451K – – –
36 37
38
39 40

BRK.A Hedge Fund Activity: Q4 2021 in Review

1,054 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q4 2021, worth a combined $50.3B — up 12% from $45.1B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new BRK.A positions and 37 closed out — a net gain of 82 holders — while 73 added to existing stakes and 131 trimmed.

The largest buyer was Traphagen Investment Advisors, adding an estimated $4.23B. The largest seller was J.W. Cole Advisors, cutting an estimated $15.5B.

  • 1,054 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q4 2021, up from 992 in Q3 2021.
  • Funds reported $50.3B of Berkshire Hathaway Class A stock for Q4 2021, up 12% quarter-over-quarter.
  • 119 funds opened new Berkshire Hathaway Class A positions in Q4 2021 and 37 closed out, a net change of +82 holders.
  • The largest Berkshire Hathaway Class A buyer in Q4 2021 was Traphagen Investment Advisors, an estimated $4.23B added.
  • The largest Berkshire Hathaway Class A seller in Q4 2021 was J.W. Cole Advisors, an estimated $15.5B sold.

Based on aggregated 13F filings for Q4 2021.