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Berkshire Hathaway Class A
BRK.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: 1,050 → 1,038 (-12)

8% less funds holding in top 10

Funds holding in top 10: 123 → 113 (-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
–

Top Buyers

Rank Fund Capital Flow
1
ECG
Edge Capital Group
Georgia
+$5.15B
2
TIA
Traphagen Investment Advisors
New Jersey
+$590M
3
RWRC
R.W. Roge & Company
New York
+$575M
4
UI
Unconventional Investor
New Hampshire
+$373M
5
MFG
Merit Financial Group
Georgia
+$189M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$332M
2
SBL
Sargent Bickham Lagudis
Colorado
-$330M
3
VF
Virtu Financial
New York
-$258M
4
First Manhattan
First Manhattan
New York
-$173M
5
RCG
Ruane, Cunniff & Goldfarb
New York
-$169M
Name Holding Trade Value Shares
Change 		Change in
Stake
SHFA
951
SC&H Financial Advisors
Maryland
$409K – – –
SCM
952
Schnieders Capital Management
California
$409K – – –
SAM
953
Security Asset Management
New York
$409K – – –
SNBOSD
954
Security National Bank of So Dak
Iowa
$409K – – –
SPIO
955
Seven Post Investment Office
California
$409K – – –
SWA
956
SFMG Wealth Advisors
Texas
$409K – – –
SAM
957
Shikiar Asset Management
New York
$409K – – –
SPP
958
Single Point Partners
Massachusetts
$409K – – –
SMC
959
Smith, Moore & Co
Missouri
$409K – – –
SSWM
960
Smith Salley Wealth Management
North Carolina
$409K – – –
SFA
961
Source Financial Advisors
New York
$409K – – –
SCM
962
Steadfast Capital Management
New York
$409K – – –
SGCA
963
Steel Grove Capital Advisors
Tennessee
$409K – – –
SCM
964
Stonebridge Capital Management
California
$409K – – –
SIA
965
Strategic Investment Advisors
Michigan
$409K – – –
SWA
966
Stratos Wealth Advisors
Ohio
$409K – – –
SW
967
StrongBox Wealth
Missouri
$409K – – –
TCM
968
Tandem Capital Management
New Jersey
$409K – – –
TC
969
Telemus Capital
Michigan
$409K – – –
TNAM
970
Terra Nova Asset Management
New York
$409K – – –
TFM
971
TFC Financial Management
Massachusetts
$409K – – –
TFA
972
Tranquilli Financial Advisor
New Jersey
$409K – – –
TB
973
Treynor Bancshares
Iowa
$409K – – –
TWM
974
TriaGen Wealth Management
California
$409K – – –
TCOK
975
Trust Company of Kansas
Kansas
$409K – – –
37 38
39
40 41

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.