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Berkshire Hathaway Class 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: 1,0501,038 (-12)

8% less funds holding in top 10

Funds holding in top 10: 123113 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
DBRC
1026
D.B. Root & Company
Pennsylvania
$408K
HA
1027
Herold Advisors
New York
$408K
MPAM
1028
Murphy Pohlad Asset Management
Minnesota
$408K
TCCM
1029
Timber Creek Capital Management
Massachusetts
$408K
TPWA
1030
TRUE Private Wealth Advisors
Oregon
$408K
IGGA
1031
Iron Gate Global Advisors
Utah
$407K
RWRC
1032
R.W. Roge & Company
New York
$333K +$575M +1,221 New
IA
1033
IFP Advisors
Florida
$289K
Bank of Montreal
1034
Bank of Montreal
Ontario, Canada
$8.59K -$1.41M -3 -14%
FDCDDQ
1035
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.09K
BPC
1036
Banque Pictet & Cie
Switzerland
$1.64K -$471K -1 -20%
IFO
1037
Independent Family Office
New York
$1.23K
BRWM
1038
B. Riley Wealth Management
Tennessee
$409 +$471K +1 New
AFO
1039
Allie Family Office
Florida
-$3.01M -8,525 Closed
WIC
1040
Whitegate Investment Counselors
New Hampshire
-$10M -1,900 Closed
KA
1041
Kearns & Associates
California
-$529K -100 Closed
QCI
1042
Quaker Capital Investments
Pennsylvania
-$529K -100 Closed
JWM
1043
Jackson Wealth Management
Florida
-$38.1M -72 Closed
Robeco Institutional Asset Management
1044
Robeco Institutional Asset Management
Netherlands
-$7.93M -15 Closed
SIA
1045
Soltis Investment Advisors
Utah
-$5.82M -11 Closed
WS
1046
Wedbush Securities
California
-$202K -8 Closed
SIC
1047
Salem Investment Counselors
North Carolina
-$3.7M -7 Closed
TSW
1048
Thompson Siegel & Walmsley
Virginia
-$3.7M -7 Closed
FI
1049
Fosun International
China
-$3.22M -6 Closed
AF
1050
Allworth Financial
California
-$2.65M -5 Closed

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.