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Berkshire Hathaway Class A
BRK.A

1,054 hedge funds and large institutions have $50.3B invested in Berkshire Hathaway Class A in 2021 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 73 increasing their positions, 131 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,597.06% more ownership

Funds ownership: 25.16% → 1,622.22% (+1,597%)

222% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 37

19% more funds holding in top 10

Funds holding in top 10: 97 → 115 (+18)

12% more capital invested

Capital invested by funds: $45.1B → $50.3B (+$5.19B)

6% more funds holding

Funds holding: 992 → 1,054 (+62)

44% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 131

Holders
1,054
Holders Change
+62
Holders Change %
+6.25%
% of All Funds
16.22%
Holding in Top 10
115
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+18.56%
% of All Funds
1.77%
New
119
Increased
73
Reduced
131
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TIA
Traphagen Investment Advisors
New Jersey
+$4.23B
2
WCA
Windsor Creek Advisors
Vermont
+$1.05B
3
WIC
Whitegate Investment Counselors
New Hampshire
+$820M
4
UB
UMB Bank
Missouri
+$317M
5
SBL
Sargent Bickham Lagudis
Colorado
+$302M

Top Sellers

Rank Fund Capital Flow
1
JWCA
J.W. Cole Advisors
Florida
-$15.5B
2
AA
ALPS Advisors
Colorado
-$430M
3
BIM
Baldwin Investment Management
Pennsylvania
-$236M
4
VCP
Vista Capital Partners
Oregon
-$180M
5
SVCF
Silicon Valley Community Foundation
California
-$113M
Name Holding Trade Value Shares
Change 		Change in
Stake
CT
101
Cambridge Trust
Massachusetts
$36.1M -$432K -1 -1%
Charles Schwab
102
Charles Schwab
California
$35.6M +$1.73M +4 +5%
BNP Paribas Financial Markets
103
BNP Paribas Financial Markets
France
$35.2M -$1.73M -4 -5%
RC
104
RBF Capital
California
$34.3M -$58.7M -136 -64%
Millennium Management
105
Millennium Management
New York
$33.8M -$1.3M -3 -4%
Baird Financial Group
106
Baird Financial Group
Wisconsin
$33.8M – – –
LC
107
Lincoln Capital
Nebraska
$33.8M +$3.45M +8 +12%
Toronto Dominion Bank
108
Toronto Dominion Bank
Ontario, Canada
$32.5M – – –
Acadian Asset Management
109
Acadian Asset Management
Massachusetts
$32M -$864K -2 -3%
Aberdeen Group
110
Aberdeen Group
United Kingdom
$31.5M +$2.16M +5 +8%
PFPT
111
Pinnacle Financial Partners (Tennessee)
Tennessee
$31.5M +$2.59M +6 +9%
SWM
112
Segment Wealth Management
Texas
$31.5M – – –
Osaic Holdings
113
Osaic Holdings
Arizona
$31.1M -$2.16M -5 -7%
Barclays
114
Barclays
United Kingdom
$30.6M -$432K -1 -1%
CL
115
Choreo LLC
Illinois
$30.6M – – –
CS
116
Credit Suisse
Switzerland
$30.6M – – –
Russell Investments Group
117
Russell Investments Group
United Kingdom
$29.3M – – –
LNWWM
118
Laird Norton Wetherby Wealth Management
California
$28.8M – – –
FCBT
119
First Citizens Bank & Trust
North Carolina
$28.4M – – –
MCMU
120
MIC Capital Management (UK)
United Kingdom
$27.9M +$26.8M +62 New
HAI
121
Hennessy Advisors Inc
California
$27M -$432K -1 -2%
LPL Financial
122
LPL Financial
California
$27M +$864K +2 +3%
AQR Capital Management
123
AQR Capital Management
Connecticut
$26.6M -$1.3M -3 -5%
SSCM
124
Summit Street Capital Management
New York
$26.1M – – –
AIA
125
Avalon Investment & Advisory
Texas
$25.7M – – –
3 4
5
6 7

BRK.A Hedge Fund Activity: Q4 2021 in Review

1,054 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Berkshire Hathaway Class A (BRK.A) for Q4 2021, worth a combined $50.3B — up 12% from $45.1B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new BRK.A positions and 37 closed out — a net gain of 82 holders — while 73 added to existing stakes and 131 trimmed.

The largest buyer was Traphagen Investment Advisors, adding an estimated $4.23B. The largest seller was J.W. Cole Advisors, cutting an estimated $15.5B.

  • 1,054 institutional investors held Berkshire Hathaway Class A (BRK.A) as of Q4 2021, up from 992 in Q3 2021.
  • Funds reported $50.3B of Berkshire Hathaway Class A stock for Q4 2021, up 12% quarter-over-quarter.
  • 119 funds opened new Berkshire Hathaway Class A positions in Q4 2021 and 37 closed out, a net change of +82 holders.
  • The largest Berkshire Hathaway Class A buyer in Q4 2021 was Traphagen Investment Advisors, an estimated $4.23B added.
  • The largest Berkshire Hathaway Class A seller in Q4 2021 was J.W. Cole Advisors, an estimated $15.5B sold.

Based on aggregated 13F filings for Q4 2021.