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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
HCM
126
Hutner Capital Management
Vermont
$24.8M – – –
CC
127
Cannell & Co
New York
$24.3M – – –
JMPWA
128
JP Morgan Private Wealth Advisors
California
$24.3M +$2.16M +5 +10%
HLCM
129
Hi-Line Capital Management
South Dakota
$23.9M – – –
V
130
Veritable
Delaware
$23.9M – – –
Bessemer Group
131
Bessemer Group
New Jersey
$23.4M -$6.48M -15 -22%
LWCA
132
Locust Wood Capital Advisers
New York
$23.4M – – –
YAM
133
Yacktman Asset Management
Texas
$23.4M – – –
SAA
134
Southeast Asset Advisors
Georgia
$23.4M +$4.32M +10 +24%
HTC
135
Haverford Trust Company
Pennsylvania
$22.5M -$864K -2 -4%
EP
136
Elkhorn Partners
Nebraska
$22.5M – – –
GI
137
GAMCO Investors
Connecticut
$22.1M – – –
GT
138
Glenmede Trust
Pennsylvania
$22.1M -$864K -2 -4%
CCM
139
Check Capital Management
California
$21.6M -$864K -2 -4%
Rockefeller Capital Management
140
Rockefeller Capital Management
New York
$21.6M -$1.73M -4 -8%
OCAM
141
Onex Canada Asset Management
Ontario, Canada
$21.2M – – –
SAM
142
Soditic Asset Management
United Kingdom
$21.2M – – –
PGFC
143
Peapack-Gladstone Financial Corp
New Jersey
$20.7M -$864K -2 -4%
P
144
Pitcairn
Pennsylvania
$20.7M – – –
SMI
145
Shelter Mutual Insurance
Missouri
$20.7M – – –
URS
146
Utah Retirement Systems
Utah
$20.7M – – –
Ameriprise
147
Ameriprise
Minnesota
$20.3M -$22.5M -52 -54%
William Blair & Company
148
William Blair & Company
Illinois
$20.3M +$1.3M +3 +7%
GFI
149
Global Frontier Investments
South Carolina
$19.8M +$4.75M +11 +33%
PAI
150
Pittenger & Anderson Inc
Nebraska
$19.4M – – –
4 5
6
7 8

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.