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Berkshire Hathaway Class A
BRK.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: 115 → 123 (+8)

9% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 46

0% less funds holding

Funds holding: 1,053 → 1,050 (-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
–

Top Buyers

Rank Fund Capital Flow
1
AFO
Allie Family Office
Florida
+$4.14B
2
WAOI
Wealth Advisors of Iowa
Iowa
+$1.5B
3
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
+$1.44B
4
VF
Virtu Financial
New York
+$268M
5
Norges Bank
Norges Bank
Norway
+$159M

Top Sellers

Rank Fund Capital Flow
1
TIA
Traphagen Investment Advisors
New Jersey
-$534M
2
Renaissance Technologies
Renaissance Technologies
New York
-$409M
3
HCA
Hyperion Capital Advisors
New York
-$162M
4
DPI
Diversified Portfolios Inc
Michigan
-$144M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$123M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
126
Hutner Capital Management
Vermont
$29.1M – – –
CC
127
Cannell & Co
New York
$28.6M – – –
JMPWA
128
JP Morgan Private Wealth Advisors
California
$28.6M – – –
Rockefeller Capital Management
129
Rockefeller Capital Management
New York
$28.6M +$2.91M +6 +13%
AIA
130
Avalon Investment & Advisory
Texas
$28M -$1.94M -4 -7%
HLCM
131
Hi-Line Capital Management
South Dakota
$28M – – –
V
132
Veritable
Delaware
$28M – – –
Bessemer Group
133
Bessemer Group
New Jersey
$28M +$485K +1 +2%
LWCA
134
Locust Wood Capital Advisers
New York
$27.5M – – –
SAA
135
Southeast Asset Advisors
Georgia
$27.5M – – –
YAM
136
Yacktman Asset Management
Texas
$27M -$485K -1 -2%
EP
137
Elkhorn Partners
Nebraska
$26.4M – – –
CCM
138
Check Capital Management
California
$25.4M – – –
Millennium Management
139
Millennium Management
New York
$24.9M -$13.6M -28 -37%
GI
140
GAMCO Investors
Connecticut
$24.9M -$971K -2 -4%
OCAM
141
Onex Canada Asset Management
Ontario, Canada
$24.9M – – –
SAM
142
Soditic Asset Management
United Kingdom
$24.9M – – –
SMI
143
Shelter Mutual Insurance
Missouri
$24.3M – – –
PGFC
144
Peapack-Gladstone Financial Corp
New Jersey
$24.3M – – –
P
145
Pitcairn
Pennsylvania
$24.3M – – –
William Blair & Company
146
William Blair & Company
Illinois
$24.3M +$485K +1 +2%
URS
147
Utah Retirement Systems
Utah
$23.8M -$485K -1 -2%
GFI
148
Global Frontier Investments
South Carolina
$23.3M – – –
PAI
149
Pittenger & Anderson Inc
Nebraska
$23.1M – – –
HTC
150
Haverford Trust Company
Pennsylvania
$21.7M -$4.37M -9 -18%
4 5
6
7 8

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.