We are live on ! Find out more
BRK.A icon

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
SCP
951
Steamboat Capital Partners
New York
$451K – – –
SGCA
952
Steel Grove Capital Advisors
Tennessee
$451K – – –
SCM
953
Stonebridge Capital Management
California
$451K – – –
SIA
954
Strategic Investment Advisors
Michigan
$451K – – –
SWA
955
Stratos Wealth Advisors
Ohio
$451K – – –
SW
956
StrongBox Wealth
Missouri
$451K – – –
SIM
957
Studio Investment Management
Illinois
$451K – – –
STA
958
Summit Trail Advisors
New York
$451K – – –
TCM
959
Tandem Capital Management
New Jersey
$451K – – –
TC
960
Telemus Capital
Michigan
$451K – – –
TNAM
961
Terra Nova Asset Management
New York
$451K – – –
TFM
962
TFC Financial Management
Massachusetts
$451K – – –
T
963
TOBAM
France
$451K – – –
TC
964
TownSquare Capital
Utah
$451K – – –
TFA
965
Tranquilli Financial Advisor
New Jersey
$451K – – –
TWM
966
TriaGen Wealth Management
California
$451K – – –
TI
967
Truehand Inc
New Hampshire
$451K – – –
TCOK
968
Trust Company of Kansas
Kansas
$451K – – –
TCOV
969
Trust Company of Vermont
Vermont
$451K – – –
UAM
970
UAS Asset Management
New York
$451K – – –
UBV
971
United Bank (Virginia)
Virginia
$451K – – –
VDI
972
Vaughan David Investments
Illinois
$451K – – –
VWM
973
Venturi Wealth Management
Texas
$451K – – –
VCM
974
Vivaldi Capital Management
Illinois
$451K – – –
WPC
975
Waters Parkerson & Co
Louisiana
$451K – – –
37 38
39
40 41

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.