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Berkshire Hathaway Class A
BRK.A

1,050 hedge funds and large institutions have $58.2B invested in Berkshire Hathaway Class A in 2022 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 73 increasing their positions, 129 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $50.3B → $58.2B (+$7.95B)

7% more funds holding in top 10

Funds holding in top 10: 115 → 123 (+8)

9% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 46

0% less funds holding

Funds holding: 1,053 → 1,050 (-3)

43% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 129

1,597.75% less ownership

Funds ownership: 1,622.06% → 24.3% (-1,598%)

Holders
1,050
Holders Change
-3
Holders Change %
-0.28%
% of All Funds
16.56%
Holding in Top 10
123
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+6.96%
% of All Funds
1.94%
New
50
Increased
73
Reduced
129
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AFO
Allie Family Office
Florida
+$4.14B
2
WAOI
Wealth Advisors of Iowa
Iowa
+$1.5B
3
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
+$1.44B
4
VF
Virtu Financial
New York
+$268M
5
Norges Bank
Norges Bank
Norway
+$159M

Top Sellers

Rank Fund Capital Flow
1
TIA
Traphagen Investment Advisors
New Jersey
-$534M
2
Renaissance Technologies
Renaissance Technologies
New York
-$409M
3
HCA
Hyperion Capital Advisors
New York
-$162M
4
DPI
Diversified Portfolios Inc
Michigan
-$144M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$123M
Name Holding Trade Value Shares
Change 		Change in
Stake
BOTW
1001
Bank of the West
California
$529K +$485K +1 New
BCM
1002
BlueCrest Capital Management
Jersey
$529K +$485K +1 New
CCMG
1003
Clark Capital Management Group
Pennsylvania
$529K +$485K +1 New
CCP
1004
Clarkston Capital Partners
Michigan
$529K +$485K +1 New
CCM
1005
Cohen Capital Management
California
$529K +$485K +1 New
CIA
1006
Compass Ion Advisors
Pennsylvania
$529K +$485K +1 New
EP
1007
Eudaimonia Partners
Tennessee
$529K +$485K +1 New
FBT
1008
First Bank & Trust
South Dakota
$529K +$485K +1 New
G
1009
GenTrust
Florida
$529K +$485K +1 New
KA
1010
Klingman & Associates
New York
$529K +$485K +1 New
MPWT
1011
MassMutual Private Wealth & Trust
Connecticut
$529K +$485K +1 New
MAM
1012
Meeder Asset Management
Ohio
$529K +$485K +1 New
M
1013
MOTCO
Texas
$529K +$485K +1 New
NFSG
1014
Newbridge Financial Services Group
Florida
$529K +$485K +1 New
RWB
1015
RMR Wealth Builders
New Jersey
$529K +$485K +1 New
WAS
1016
Wealth Advisory Solutions
Indiana
$529K +$485K +1 New
WF
1017
Welch & Forbes
Massachusetts
$529K +$485K +1 New
XSC
1018
X-Square Capital
Puerto Rico
$529K +$48.1M +99 +9,900%
FFN
1019
Focus Financial Network
Minnesota
$529K -$485K -1 -50%
AWP
1020
Abacus Wealth Partners
California
$529K – – –
CMI
1021
Clare Market Investments
Texas
$529K – – –
HA
1022
Herold Advisors
New York
$529K – – –
HIM
1023
HughesLittle Investment Management
$529K – – –
KWM
1024
Kingsview Wealth Management
Oregon
$529K – – –
RRCM
1025
Rappaport Reiches Capital Management
Illinois
$529K – – –
39 40
41
42 43

BRK.A Hedge Fund Activity: Q1 2022 in Review

1,050 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q1 2022, worth a combined $58.2B — up 16% from $50.3B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new BRK.A positions and 46 closed out — a net gain of 4 holders — while 73 added to existing stakes and 129 trimmed.

The largest buyer was Allie Family Office, opening a new position worth an estimated $4.14B. The largest seller was Traphagen Investment Advisors, cutting an estimated $534M.

  • 1,050 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q1 2022, down from 1,053 in Q4 2021.
  • Funds reported $58.2B of Berkshire Hathaway Class A stock for Q1 2022, up 16% quarter-over-quarter.
  • 50 funds opened new Berkshire Hathaway Class A positions in Q1 2022 and 46 closed out, a net change of +4 holders.
  • The largest Berkshire Hathaway Class A buyer in Q1 2022 was Allie Family Office, an estimated $4.14B added.
  • The largest Berkshire Hathaway Class A seller in Q1 2022 was Traphagen Investment Advisors, an estimated $534M sold.

Based on aggregated 13F filings for Q1 2022.