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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
CWM
1026
Concentric Wealth Management
California
$406K +$42.4M +99 +9,900%
WPC
1027
Waters Parkerson & Co
Louisiana
$406K +$42.4M +99 +9,900%
FFH
1028
Fairfax Financial Holdings
Ontario, Canada
$405K
SWA
1029
SFMG Wealth Advisors
Texas
$399K
FAFN
1030
First Affirmative Financial Network
Colorado
$370K
IA
1031
IFP Advisors
Florida
$289K
Bank of Montreal
1032
Bank of Montreal
Ontario, Canada
$75.8K +$69.4M +162 +900%
FDCDDQ
1033
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.07K
CA
1034
Cetera Advisors
Colorado
$4K +$3M +7 +233%
PWP
1035
Principle Wealth Partners
Connecticut
$2.85K
RWRC
1036
R.W. Roge & Company
New York
-$333K -1,221 Closed
UI
1037
Unconventional Investor
New Hampshire
-$3.27M -800 Closed
MFG
1038
Merit Financial Group
Georgia
-$164M -401 Closed
Renaissance Technologies
1039
Renaissance Technologies
New York
-$116M -283 Closed
HIC
1040
Hartline Investment Corp
Illinois
-$87.6M -252 Closed
IGGA
1041
Iron Gate Global Advisors
Utah
-$407K -100 Closed
Marshall Wace
1042
Marshall Wace
United Kingdom
-$37.6M -92 Closed
LNWTC
1043
Laird Norton Wetherby Trust Company
Washington
-$24.9M -61 Closed
State Farm Mutual Automobile Insurance
1044
State Farm Mutual Automobile Insurance
Illinois
-$24.5M -60 Closed
PIA
1045
Perennial Investment Advisors
California
-$12.3M -30 Closed
BI
1046
Beecher Investors
Connecticut
-$7.36M -18 Closed
SBH
1047
Segall Bryant & Hamill
Illinois
-$7.36M -18 Closed
SBIA
1048
Sheaff Brock Investment Advisors
Indiana
-$5.32M -13 Closed
SFFS
1049
Stonehage Fleming Financial Services
Jersey
-$4.09M -10 Closed
SC
1050
Scotia Capital
Ontario, Canada
-$3.27M -8 Closed

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.