We are live on ! Find out more
BRK.A icon

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
AO
151
Allen Operations
New York
$21.7M – – –
CAG
152
Crestwood Advisors Group
Massachusetts
$21.7M – – –
Citigroup
153
Citigroup
New York
$21.2M – – –
SJL
154
Shayne & Jacobs LLC
Tennessee
$21.2M – – –
TM
155
THRC Management
Texas
$21.2M – – –
Ameriprise
156
Ameriprise
Minnesota
$20.6M -$2.91M -6 -13%
FC
157
Fiduciary Counselling
Minnesota
$20.6M – – –
Susquehanna International Group
158
Susquehanna International Group
Pennsylvania
$20.1M – – –
RJFSA
159
Raymond James Financial Services Advisors
Florida
$20.1M +$485K +1 +3%
HIC
160
Harvey Investment Company
Kentucky
$19.6M -$485K -1 -3%
SG
161
Stonnington Group
California
$19.5M – – –
SC
162
Saybrook Capital
North Carolina
$19M – – –
M2MC
163
Matthew 25 Management Corp
Pennsylvania
$18.5M -$2.43M -5 -13%
BM
164
Bislett Management
California
$18.5M – – –
WJWM
165
Williams Jones Wealth Management
New York
$18.5M +$485K +1 +3%
ANTB
166
AMG National Trust Bank
Colorado
$18.2M – – –
HPC
167
HM Payson & Co
Maine
$18M – – –
WTC
168
WhitTier Trust Company
Nevada
$17.5M +$971K +2 +6%
CWM
169
Circle Wealth Management
New Jersey
$16.9M – – –
ESBC
170
E.S. Barr & Co
Kentucky
$16.9M – – –
BWM
171
BigSur Wealth Management
Florida
$16.4M -$971K -2 -6%
SAM
172
Silvercrest Asset Management
New York
$16.4M – – –
AllianceBernstein
173
AllianceBernstein
Tennessee
$16.4M +$14.6M +30 +3,000%
7CM
174
7G Capital Management
New York
$15.9M – – –
ACM
175
Aquamarine Capital Management
New York
$15.9M – – –
5 6
7
8 9

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.