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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIA
Traphagen Investment Advisors
Oradell,
New Jersey
|
+$4.23B |
| 2 |
WCA
Windsor Creek Advisors
Bethel,
Vermont
|
+$1.05B |
| 3 |
WIC
Whitegate Investment Counselors
Concord,
New Hampshire
|
+$820M |
| 4 |
UB
UMB Bank
Kansas City,
Missouri
|
+$317M |
| 5 |
SBL
Sargent Bickham Lagudis
Boulder,
Colorado
|
+$302M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$15.5B |
| 2 |
AA
ALPS Advisors
Denver,
Colorado
|
-$430M |
| 3 |
BIM
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
-$236M |
| 4 |
VCP
Vista Capital Partners
Portland,
Oregon
|
-$180M |
| 5 |
SVCF
Silicon Valley Community Foundation
Mountain View,
California
|
-$113M |
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.