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Berkshire Hathaway Class A

1,035 hedge funds and large institutions have $43.9B invested in Berkshire Hathaway Class A in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 75 increasing their positions, 120 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

102.87% more ownership

Funds ownership: 24.73%127.6% (+103%)

32% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 37

4% more funds holding in top 10

Funds holding in top 10: 113117 (+4)

0% less funds holding

Funds holding: 1,0381,035 (-3)

1% less capital invested

Capital invested by funds: $44.2B → $43.9B (-$239M)

38% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 120

38% less call options, than puts

Call options by funds: $31.9M | Put options by funds: $51.6M

Holders
1,035
Holders Change
-3
Holders Change %
-0.29%
% of All Funds
17.83%
Holding in Top 10
117
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.54%
% of All Funds
2.02%
New
49
Increased
75
Reduced
120
Closed
37
Calls
$31.9M
Puts
$51.6M
Net Calls
-$19.7M
Net Calls Change
-$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
1001
Vivaldi Capital Management
Illinois
$406K
WAS
1002
Wealth Advisory Solutions
Indiana
$406K
WA
1003
Wealth Alliance
New York
$406K
WQ
1004
Wealth Quarterback
New Jersey
$406K
WA
1005
Wealthstar Advisors
Texas
$406K
WF
1006
Welch & Forbes
Massachusetts
$406K
WDA
1007
Wendell David Associates
New Hampshire
$406K
WPP
1008
Whalerock Point Partners
Rhode Island
$406K
WIC
1009
Willis Investment Counsel
Georgia
$406K
WSFS
1010
Wilmington Savings Fund Society
Delaware
$406K
WWM
1011
Windsor Wealth Management
Indiana
$406K
WCAMG
1012
Woodard & Company Asset Management Group
North Carolina
$406K
ZIG
1013
Zuckerman Investment Group
Illinois
$406K
ASN
1014
Advisory Services Network
Georgia
$406K +$428K +1 New
AC
1015
AlphaCore Capital
California
$406K +$428K +1 New
CGFA
1016
Colton Groome Financial Advisors
North Carolina
$406K +$428K +1 New
FPAS
1017
Focus Partners Advisor Solutions
Missouri
$406K +$428K +1 New
IWA
1018
Icon Wealth Advisors
Texas
$406K +$428K +1 New
Jones Financial Companies
1019
Jones Financial Companies
Missouri
$406K +$428K +1 New
LC
1020
Lindbrook Capital
California
$406K +$428K +1 New
RP
1021
Riverwater Partners
Wisconsin
$406K +$428K +1 New
SL
1022
Salomon & Ludwin
Virginia
$406K +$428K +1 New
SSA
1023
Schonfeld Strategic Advisors
New York
$406K +$428K +1 New
SC
1024
Sierra Capital
Florida
$406K +$428K +1 New
WAP
1025
Wealthcare Advisory Partners
Pennsylvania
$406K +$428K +1 New

BRK.A Hedge Fund Activity: Q3 2022 in Review

1,035 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q3 2022, worth a combined $43.9B — down 0.54% from $44.2B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new BRK.A positions and 37 closed out — a net gain of 12 holders — while 75 added to existing stakes and 120 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $255B. The largest seller was Edge Capital Group, cutting an estimated $4.68B.

  • 1,035 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q3 2022, down from 1,038 in Q2 2022.
  • Funds reported $43.9B of Berkshire Hathaway Class A stock for Q3 2022, down 0.54% quarter-over-quarter.
  • 49 funds opened new Berkshire Hathaway Class A positions in Q3 2022 and 37 closed out, a net change of +12 holders.
  • The largest Berkshire Hathaway Class A buyer in Q3 2022 was BNP Paribas Financial Markets, an estimated $255B added.
  • The largest Berkshire Hathaway Class A seller in Q3 2022 was Edge Capital Group, an estimated $4.68B sold.

Based on aggregated 13F filings for Q3 2022.