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Berkshire Hathaway Class 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: 115123 (+8)

9% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 46

0% less funds holding

Funds holding: 1,0531,050 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1076
Merriman Wealth Management
Washington
-$901K -2 Closed
RA
1077
RFG Advisory
Alabama
-$901K -2 Closed
ARIS
1078
Advanced Research Investment Solutions
California
-$450K -1 Closed
ARC
1079
Advisor Resource Council
Texas
-$451K -1 Closed
AssetMark Inc
1080
AssetMark Inc
California
-$451K -1 Closed
CWM
1081
CCG Wealth Management
California
-$451K -1 Closed
CJFS
1082
Coulter & Justus Financial Services
Tennessee
-$451K -1 Closed
CAM
1083
Cresset Asset Management
Illinois
-$451K -1 Closed
CCM
1084
Crew Capital Management
Ohio
-$451K -1 Closed
FMWA
1085
Forvis Mazars Wealth Advisors
Missouri
-$451K -1 Closed
IFAM
1086
Institutional & Family Asset Management
Colorado
-$451K -1 Closed
LA
1087
Legacy Advisors
Pennsylvania
-$451K -1 Closed
NWA
1088
Navis Wealth Advisors
New York
-$451K -1 Closed
PHS
1089
Pekin Hardy Strauss
Illinois
-$451K -1 Closed
PAM
1090
Premier Asset Management
Illinois
-$451K -1 Closed
SA
1091
Sicart Associates
New York
-$453K -1 Closed
SIM
1092
Studio Investment Management
Illinois
-$451K -1 Closed
SS
1093
Sunbelt Securities
Texas
-$482K -1 Closed
T
1094
TOBAM
France
-$451K -1 Closed
TF
1095
Tompkins Financial
New York
-$451K -1 Closed
TC
1096
TownSquare Capital
Utah
-$451K -1 Closed
TCM
1097
Tufton Capital Management
Maryland
-$450K -1 Closed

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.